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Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2726
Werba Rubin Papier Wealth Management
California
$368K -$7.05K -44 -2%
AWA
2727
Archvest Wealth Advisors
California
$367K +$15.9K +99 +4%
RSA
2728
River Street Advisors
Illinois
$367K -$1.92K -12 -0.5%
GHA
2729
Granite Harbor Advisors
Texas
$366K +$18.3K +114 +5%
KOMWMG
2730
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$365K +$5.93K +37 +2%
QT
2731
Quantamental Technologies
New York
$365K +$372K +2,318 New
ICP
2732
Interchange Capital Partners
Pennsylvania
$365K -$90.6K -565 -20%
TIA
2733
Tandem Investment Advisors
South Carolina
$364K +$371K +2,315 New
SNBOSCI
2734
Security National Bank of Sioux City Iowa
Iowa
$364K +$371K +2,313 New
SFG
2735
Sather Financial Group
Texas
$363K – – –
EAM
2736
Eukles Asset Management
Ohio
$362K +$17.2K +107 +5%
SLA
2737
Silver Lake Advisory
Utah
$362K +$3.21K +20 +0.9%
MHWM
2738
Montz Harcus Wealth Management
Louisiana
$360K +$9.62K +60 +3%
PFG
2739
PAX Financial Group
Texas
$360K +$27.9K +174 +8%
VC
2740
Vestor Capital
Illinois
$360K +$171K +1,069 +88%
AWAP
2741
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$359K +$16.4K +102 +5%
BC
2742
Bowman & Company
Wisconsin
$359K – – –
PIM
2743
Provident Investment Management
Michigan
$359K +$84.3K +526 +30%
SFG
2744
Socha Financial Group
New York
$359K +$157K +979 +75%
LA
2745
Lakeside Advisors
Washington
$357K +$16.5K +103 +5%
MAC
2746
Mason & Associates (California)
California
$356K -$149K -928 -29%
TCBWMS
2747
Texas Capital Bank Wealth Management Services
Texas
$356K +$52.6K +328 +17%
SL
2748
Sentinus LLC
Illinois
$354K -$17.6K -110 -5%
SHWM
2749
Silicon Hills Wealth Management
Texas
$354K -$481 -3 -0.1%
AFC
2750
AFT Forsyth & Company
Florida
$353K -$50.5K -315 -12%
108 109
110
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