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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2501
Sax Wealth Advisors
New Jersey
$407K +$305 +2 +0.1%
MCM
2502
McRae Capital Management
New Jersey
$407K +$20.6K +135 +5%
PCM
2503
Princeton Capital Management
New Jersey
$406K +$26.7K +175 +7%
FPGK
2504
Financial Partners Group (Kansas)
Kansas
$403K +$17.7K +116 +4%
WKWM
2505
Walter & Keenan Wealth Management
Indiana
$402K -$22.4K -147 -5%
SI
2506
SCP Investment
California
$402K +$427K +2,800 New
AC
2507
Avant Capital
Louisiana
$401K +$3.51K +23 +0.8%
VCP
2508
Vista Capital Partners
Oregon
$399K -$23K -151 -5%
FI
2509
Financial Insights
Washington
$399K +$20.6K +135 +5%
GC
2510
Gibson Capital
Pennsylvania
$398K -$20.3K -133 -5%
CWG
2511
Crown Wealth Group
North Carolina
$398K +$179K +1,173 +74%
D
2512
Diversified
Delaware
$398K +$422K +2,770 New
RBFC
2513
Roman Butler Fullerton & Co
Missouri
$395K -$137K -899 -26%
FW
2514
FirstPurpose Wealth
Utah
$395K +$18.5K +121 +5%
OWA
2515
One Wealth Advisors
California
$394K +$130K +852 +45%
RIA
2516
Richwood Investment Advisors
Ohio
$393K – – –
SAS
2517
Stelac Advisory Services
New York
$393K – – –
HCC
2518
Hirtle Callaghan & Co
Pennsylvania
$393K +$9.3K +61 +2%
LF
2519
Lee Financial
Texas
$393K +$30K +197 +8%
HFA
2520
High Falls Advisors
New York
$392K +$416K +2,726 New
BC
2521
Bowman & Company
Wisconsin
$389K +$16.8K +110 +4%
PTC
2522
Petrus Trust Company
Texas
$389K +$413K +2,710 New
JF
2523
JSF Financial
California
$388K -$1.52K -10 -0.4%
JWS
2524
Juncture Wealth Strategies
Arizona
$388K +$112K +735 +37%
MA
2525
McBroom & Associates
Nevada
$388K +$412K +2,700 New
99 100
101
102 103