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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2326
Total Wealth Planning
Ohio
$798K -$10.5K -66 -1%
WI
2327
Wedgewood Investors
Pennsylvania
$798K +$813K +5,101 New
MFWP
2328
Mosaic Family Wealth Partners
Missouri
$789K -$75.9K -476 -9%
BCMLT
2329
Beacon Capital Management LLC (Tennessee)
Tennessee
$788K +$25.5K +160 +3%
AWM
2330
Aviso Wealth Management
Washington
$788K -$248K -1,554 -24%
NPA
2331
Nichols & Pratt Advisers
Massachusetts
$786K – – –
RGF
2332
Retirement Guys Formula
Ohio
$786K +$60.3K +378 +8%
AA
2333
Addison Advisors
Vermont
$784K +$21.8K +137 +3%
RCG
2334
Regatta Capital Group
California
$783K -$46.2K -290 -5%
SRL
2335
Scientech Research LLC
New Jersey
$783K +$454K +2,849 +132%
AAI
2336
American Assets Inc
California
$782K – – –
OIM
2337
Opus Investment Management
Massachusetts
$782K – – –
HI
2338
Hoey Investments
Pennsylvania
$782K -$89.8K -563 -10%
WAL
2339
W Advisors LLC
Tennessee
$780K -$94.9K -595 -11%
SWIM
2340
Smallwood Wealth Investment Management
New Jersey
$777K +$25.4K +159 +3%
CAM
2341
Chesapeake Asset Management
New York
$776K -$44.3K -278 -5%
CC
2342
Callan Capital
California
$775K +$405K +2,541 +105%
CIM
2343
Chapman Investment Management
California
$774K -$25.8K -162 -3%
BTWM
2344
Baker Tilly Wealth Management
Wisconsin
$771K -$970K -6,083 -55%
SIA
2345
SeaBridge Investment Advisors
New Jersey
$770K -$806K -5,053 -51%
FC
2346
FCA Corp
Texas
$768K +$5.1K +32 +0.7%
SWM
2347
Sterling Wealth Management
Illinois
$768K -$12K -75 -2%
SC
2348
Sierra Capital
Florida
$767K – – –
AP
2349
Atwood & Palmer
Missouri
$767K -$15.9K -100 -2%
BOM
2350
Bank of Marin
California
$766K +$65.1K +408 +9%
92 93
94
95 96