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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2626
Keebeck Wealth Management
Illinois
$246K -$224K -2,341 -45%
BI
2627
Ballast Inc
Kentucky
$246K -$368K -3,843 -58%
RPA
2628
Rock Point Advisors
Vermont
$246K -$5.64K -59 -2%
WFAG
2629
Wescott Financial Advisory Group
Pennsylvania
$246K -$9.09K -95 -3%
LWM
2630
Lodestone Wealth Management
Washington
$245K +$270K +2,819 New
CB
2631
Centennial Bank
Arkansas
$245K +$270K +2,818 New
ACM
2632
Ategra Capital Management
Virginia
$245K -$19.3K -202 -7%
1W
2633
1776 Wealth
Georgia
$244K -$861 -9 -0.3%
CWM
2634
Collaborative Wealth Management
Florida
$244K +$33.5K +350 +14%
CCA
2635
Clearwater Capital Advisors
Illinois
$244K -$29.5K -308 -10%
CPA
2636
Capital Performance Advisors
California
$243K +$96 +1 +0%
CFO
2637
Callan Family Office
Pennsylvania
$242K +$267K +2,787 New
CWP
2638
Concord Wealth Partners
Virginia
$241K -$3.63K -38 -1%
HNW
2639
High Note Wealth
Minnesota
$241K -$104K -1,085 -28%
CWA
2640
CJM Wealth Advisers
Virginia
$240K -$19.1K -200 -7%
W
2641
WealthOne
New York
$240K +$18.6K +194 +8%
PIM
2642
Progressive Investment Management
Oregon
$240K – – –
CM
2643
Caption Management
Oklahoma
$239K -$664K -6,944 -72%
HS
2644
Horan Securities
United States
$239K -$32.5K -340 -11%
FPA
2645
First Pacific Advisors
California
$239K -$33.5K -350 -11%
RFN
2646
RDA Financial Network
Iowa
$239K +$191 +2 +0.1%
BFWA
2647
Benchmark Financial Wealth Advisors
Florida
$239K +$8.7K +91 +3%
BAM
2648
Bellevue Asset Management
Washington
$239K -$15.2K -159 -5%
CIC
2649
Cutler Investment Counsel
Oregon
$238K -$37.8K -395 -13%
SWP
2650
Semus Wealth Partners
Florida
$238K +$262K +2,738 New
104 105
106
107 108