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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2076
Paces Ferry Wealth Advisors
Georgia
$408K +$13.6K +129 +3%
TIA
2077
Traphagen Investment Advisors
New Jersey
$408K -$80.3K -761 -16%
CFSG
2078
Clark Financial Services Group
Missouri
$406K +$13.7K +130 +3%
SG
2079
Stonnington Group
California
$406K +$63.4K +601 +18%
NJBEST
2080
New Jersey Better Educational Savings Trust
New Jersey
$404K – – –
BWP
2081
Bernardo Wealth Planning
Pennsylvania
$403K +$2.32K +22 +0.6%
FG
2082
Foster Group
Iowa
$403K +$10.6K +100 +3%
SW
2083
StrongBox Wealth
Missouri
$402K +$406K +3,842 New
LA
2084
LexAurum Advisors
Kansas
$401K +$97.4K +923 +32%
HCA
2085
Horan Capital Advisors
Ohio
$400K +$47.1K +446 +13%
GWS
2086
Glassman Wealth Services
Virginia
$399K +$5.49K +52 +1%
GF
2087
Gries Financial
Ohio
$399K +$5.59K +53 +1%
PCG
2088
Private Capital Group
Connecticut
$399K +$48.9K +463 +14%
COCM
2089
Charter Oak Capital Management
New Hampshire
$398K -$9.61K -91 -2%
RDFA
2090
Ritter Daniher Financial Advisory
Ohio
$398K – – –
WMC
2091
Westwood Management Corporation
Illinois
$398K – – –
SNB
2092
Security National Bank
Nebraska
$397K – – –
LFA
2093
Landmark Financial Advisors
Kentucky
$396K – – –
CIC
2094
Chase Investment Counsel
Virginia
$396K +$15.3K +145 +4%
FC
2095
FCA Corp
Texas
$395K +$28.2K +267 +8%
TA
2096
Trellis Advisors
Washington
$394K -$19.6K -186 -5%
AWM
2097
Atticus Wealth Management
Florida
$393K – – –
BCM
2098
Breiter Capital Management
Florida
$392K -$1.43M -13,571 -78%
LJAC
2099
L.J. Altfest & Co
New York
$392K +$2.64K +25 +0.7%
I
2100
INVST
Indiana
$392K +$63.5K +602 +18%
82 83
84
85 86