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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Castle Wealth Management
Florida
$817K +$222K +1,467 +37%
MPIA
2252
Mountain Pacific Investment Advisers
Idaho
$816K -$58.5K -387 -7%
IWM
2253
Integris Wealth Management
California
$815K +$22.4K +148 +3%
W
2254
Wealthquest
Ohio
$815K – – –
BCA
2255
Bray Capital Advisors
Florida
$813K +$756 +5 +0.1%
EFG
2256
Everhart Financial Group
Ohio
$809K -$172K -1,134 -17%
EIA
2257
Edgemoor Investment Advisors
Maryland
$807K – – –
CAM
2258
Cozad Asset Management
Illinois
$807K -$23.3K -154 -3%
HJGA
2259
Hardman Johnston Global Advisors
Connecticut
$805K -$15.1K -100 -2%
CIM
2260
Chapman Investment Management
California
$805K -$796K -5,266 -49%
PCMM
2261
Piedmont Capital Management (Montana)
Montana
$800K +$11.8K +78 +1%
AWM
2262
Angeles Wealth Management
California
$800K +$10.9K +72 +1%
KDA
2263
Kraft Davis & Associates
Missouri
$799K +$628K +4,149 +334%
SP
2264
Stonebrook Private
Michigan
$798K +$809K +5,351 New
CAM
2265
CPA Asset Management
Florida
$797K – – –
MAWA
2266
Moss Adams Wealth Advisors
Washington
$796K +$198K +1,312 +33%
PIA
2267
Pinion Investment Advisors
Kansas
$796K +$263K +1,740 +48%
LF
2268
LifeSteps Financial
California
$795K +$359K +2,372 +80%
SCM
2269
Sterneck Capital Management
Missouri
$794K +$106K +698 +15%
GGS
2270
Galvin Gaustad & Stein
Arizona
$794K -$756 -5 -0.1%
FC
2271
Fusion Capital
South Carolina
$791K +$381K +2,518 +90%
FH
2272
FWG Holdings
Florida
$791K +$47.8K +316 +6%
PCG
2273
Prosperity Consulting Group
Maryland
$791K +$161K +1,063 +25%
KC
2274
Kingfisher Capital
North Carolina
$790K -$7.26K -48 -0.9%
TWM
2275
Tanager Wealth Management
United Kingdom
$790K +$13K +86 +2%
89 90
91
92 93