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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2301
Roberts Wealth Advisors
California
$776K +$143K +959 +23%
KFS
2302
Keynote Financial Services
Connecticut
$773K – – –
HEIP
2303
Hudson Edge Investment Partners
New Jersey
$772K -$27.8K -187 -3%
OL
2304
Owen LaRue
Kentucky
$771K -$606K -4,074 -44%
AA
2305
Auxano Advisors
Washington
$771K -$1.79K -12 -0.2%
WC
2306
Waterloo Capital
Texas
$771K -$344K -2,308 -31%
SFB
2307
STAR Financial Bank
Indiana
$770K -$165K -1,108 -17%
PAG
2308
Powers Advisory Group
Illinois
$770K +$1.19K +8 +0.2%
ACA
2309
Aspire Capital Advisors
Washington
$769K +$10.7K +72 +1%
SW
2310
SkyOak Wealth
Michigan
$769K -$43K -289 -5%
CSI
2311
Cross Staff Investments
New York
$767K +$10.1K +68 +1%
AAG
2312
Armstrong Advisory Group
Massachusetts
$762K -$27.4K -184 -3%
BOM
2313
Bank of Marin
California
$762K +$40.8K +274 +6%
EWS
2314
Evergreen Wealth Solutions
Pennsylvania
$762K -$324K -2,175 -30%
SWM
2315
Sterling Wealth Management
Illinois
$762K +$39.4K +265 +5%
CPP
2316
Capasso Planning Partners
South Carolina
$761K -$363K -2,439 -32%
SAM
2317
Seelaus Asset Management
New Jersey
$758K – – –
F4L
2318
Fortune 45 LLC
Louisiana
$758K -$744 -5 -0.1%
NFA
2319
Northern Financial Advisors
Michigan
$758K -$54K -363 -7%
GG
2320
Greenwood Gearhart
Arkansas
$758K – – –
CNBT
2321
Cornerstone National Bank & Trust
Illinois
$758K +$81.6K +548 +12%
BT
2322
Brandywine Trust
Delaware
$755K – – –
W
2323
WorthPointe
California
$754K -$3.13K -21 -0.4%
WI
2324
Wedgewood Investors
Pennsylvania
$754K +$3.13K +21 +0.4%
FBFS
2325
First Business Financial Services
Wisconsin
$754K -$3.87K -26 -0.5%
91 92
93
94 95