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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
2976
Edmonds Duncan Registered Investment Advisors
Kansas
$333K – – –
CPC
2977
Cookson Peirce & Co
Pennsylvania
$333K +$339K +2,127 New
PIFP
2978
Partners in Financial Planning
Virginia
$332K – – –
RW
2979
Rede Wealth
Virginia
$332K – – –
CFGSD
2980
Compass Financial Group (South Dakota)
South Dakota
$332K +$1.59K +10 +0.5%
NFG
2981
Nadler Financial Group
Illinois
$331K -$18K -113 -5%
WCWM
2982
Wooster Corthell Wealth Management
Connecticut
$331K – – –
NCTC
2983
New Covenant Trust Company
Indiana
$331K -$22.3K -140 -6%
WG
2984
Winton Group
United Kingdom
$330K -$593K -3,718 -64%
FWP
2985
Falcon Wealth Planning
California
$330K +$12K +75 +4%
MGWM
2986
Marks Group Wealth Management
Minnesota
$329K -$7.02K -44 -2%
HWA
2987
HHM Wealth Advisors
Tennessee
$329K +$199K +1,247 +146%
WAOI
2988
Wealth Advisors of Iowa
Iowa
$329K +$1.59K +10 +0.5%
KNFPWM
2989
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K -$1.59K -10 -0.5%
KAM
2990
Knightsbridge Asset Management
California
$328K -$6.54K -41 -2%
CBOR
2991
Community Bank of Raymore
Missouri
$326K – – –
FP
2992
Financial Perspectives
Minnesota
$326K – – –
BHA
2993
Beech Hill Advisors
New York
$326K +$332K +2,083 New
SRWM
2994
Shira Ridge Wealth Management
California
$325K +$331K +2,078 New
SPL
2995
Smart Portfolios LLC
Washington
$325K +$43.1K +270 +15%
RP
2996
Riverwater Partners
Wisconsin
$324K -$26K -163 -7%
UL
2997
Unionview LLC
Washington
$323K +$2.87K +18 +0.9%
SPWG
2998
Syntegra Private Wealth Group
Missouri
$323K +$2.71K +17 +0.8%
CFA
2999
Cahill Financial Advisors
Minnesota
$322K +$10.4K +65 +3%
WAM
3000
WealthTrust Asset Management
Florida
$322K +$2.87K +18 +0.9%
118 119
120
121 122