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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1901
Bordeaux Wealth Advisors
California
$208K +$199K +2,610 New
CHA
1902
Carmichael Hill & Associates
Maryland
$208K – – –
BONST
1903
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$199K +2,602 New
CWG
1904
Cornerstone Wealth Group
North Carolina
$207K +$198K +2,598 New
KCPG
1905
Kavar Capital Partners Group
Kansas
$207K +$198K +2,598 New
EWM
1906
Evermay Wealth Management
Virginia
$207K -$56.1K -735 -22%
OWM
1907
OneAscent Wealth Management
Alabama
$206K -$764 -10 -0.4%
1WM
1908
1858 Wealth Management
Ohio
$206K – – –
SAM
1909
SignalPoint Asset Management
Missouri
$205K +$76 +1 +0%
DIP
1910
DT Investment Partners
Pennsylvania
$205K – – –
CA
1911
Calton & Associates
Florida
$205K -$139K -1,821 -41%
GFS
1912
GYL Financial Synergies
Connecticut
$204K -$36.4K -476 -16%
SWA
1913
SOA Wealth Advisors
New York
$204K -$22.8K -298 -10%
HNWAG
1914
High Net Worth Advisory Group
Florida
$203K +$195K +2,550 New
HCM
1915
Hengehold Capital Management
Ohio
$203K -$6.04K -79 -3%
IA
1916
IFG Advisors
Missouri
$203K +$229 +3 +0.1%
OTL
1917
Oak Thistle LLC
New York
$203K +$194K +2,540 New
JFGIW
1918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$203K -$340K -4,455 -64%
TFF
1919
The Family Firm
Maryland
$202K +$194K +2,536 New
KCM
1920
KRS Capital Management
Michigan
$202K -$33.2K -434 -15%
LCM
1921
LVM Capital Management
Michigan
$201K -$17.2K -225 -8%
LIWM
1922
Long Island Wealth Management
New York
$201K +$76 +1 +0%
QFA
1923
Quantum Financial Advisors
California
$200K +$192K +2,508 New
CIR
1924
Clear Investment Research
Georgia
$196K +$611 +8 +0.3%
DWS
1925
Dynamic Wealth Strategies
California
$196K -$17.4K -228 -9%
75 76
77
78 79