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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2101
Evermay Wealth Management
Virginia
$293K -$70K -865 -20%
CF
2102
Copperwynd Financial
Arizona
$293K -$67.8K -838 -19%
FHC
2103
First Heartland Consultants
Missouri
$292K -$26K -321 -8%
IC
2104
Investment Counsel
Michigan
$292K -$13.1K -162 -4%
LWP
2105
Lumature Wealth Partners
Georgia
$292K +$280K +3,456 New
BONST
2106
Bank of Nova Scotia Trust
Ontario, Canada
$291K -$5.51K -68 -2%
HFP
2107
Holistic Financial Partners
Indiana
$288K +$276K +3,412 New
FNC
2108
First National Corp
Massachusetts
$286K -$21.2K -262 -7%
TA
2109
Trellis Advisors
Washington
$285K -$12.2K -151 -4%
HIC
2110
Hartline Investment Corp
Illinois
$285K – – –
GFP
2111
Gryphon Financial Partners
Ohio
$285K +$272K +3,364 New
FPGK
2112
Financial Partners Group (Kansas)
Kansas
$284K -$2.19K -27 -0.9%
ECM
2113
Elgethun Capital Management
South Dakota
$284K +$32.5K +402 +14%
CSPAM
2114
Cary Street Partners Asset Management
Virginia
$284K +$273K +3,366 New
GA
2115
Gateway Advisory
New Jersey
$283K – – –
BCA
2116
Bray Capital Advisors
Florida
$283K +$7.37K +91 +3%
TA
2117
Tectonic Advisors
Texas
$283K +$271K +3,350 New
FAG
2118
Financial Advisory Group
Texas
$283K +$272K +3,356 New
GWM
2119
GSB Wealth Management
Connecticut
$282K – – –
PA
2120
PSI Advisors
Florida
$281K +$14.4K +178 +6%
BWP
2121
BSW Wealth Partners
Colorado
$280K – – –
FG
2122
Foster Group
Iowa
$280K +$267K +3,300 New
MW
2123
MBL Wealth
North Carolina
$280K +$269K +3,319 New
TWP
2124
Tempus Wealth Planning
California
$279K +$5.75K +71 +2%
TFF
2125
The Family Firm
Maryland
$279K +$246K +3,033 New
83 84
85
86 87