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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
1776
Lesa Sroufe & Co
Washington
$458K – – –
SFA
1777
Souders Financial Advisors
Ohio
$455K -$16.9K -161 -3%
AWM
1778
Avior Wealth Management
Nebraska
$455K +$10.6K +101 +2%
DWM
1779
Defined Wealth Management
Oregon
$453K – – –
TA
1780
TruWealth Advisors
Louisiana
$453K +$15K +143 +3%
AG
1781
Appleton Group
Wisconsin
$452K -$3.78K -36 -0.8%
WA
1782
Wealth Architects
California
$450K +$6.83K +65 +1%
TIA
1783
Tiemann Investment Advisors
California
$450K +$23.1K +220 +5%
OCM
1784
One Capital Management
California
$450K +$58.3K +555 +14%
HC
1785
Hamilton Capital
Ohio
$450K +$161K +1,528 +52%
TNAM
1786
Terra Nova Asset Management
New York
$448K -$101K -957 -18%
GM
1787
GeoWealth Management
Illinois
$446K -$181K -1,720 -28%
IWA
1788
Intercontinental Wealth Advisors
Texas
$443K -$2.94K -28 -0.6%
LC
1789
LCNB Corp
Ohio
$443K +$52.8K +503 +13%
CA
1790
Calton & Associates
Florida
$442K -$72.2K -687 -14%
SFM
1791
Signet Financial Management
New Jersey
$441K -$10.2K -97 -2%
LCM
1792
Leisure Capital Management
California
$440K – – –
RCIM
1793
Red Cedar Investment Management
Michigan
$440K – – –
RWP
1794
Revolve Wealth Partners
New Jersey
$438K +$12.5K +119 +3%
RPWA
1795
Regent Peak Wealth Advisors
Georgia
$438K +$44.9K +427 +11%
UC
1796
Unio Capital
New Jersey
$433K -$11K -105 -2%
SOS
1797
Silver Oak Securities
Tennessee
$431K +$427K +4,062 New
FAG
1798
Fortitude Advisory Group
Washington
$430K +$28.2K +268 +7%
NF
1799
Norwood Financial
Pennsylvania
$429K – – –
WFI
1800
West Family Investments
California
$429K – – –
70 71
72
73 74