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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2301
Tiller Private Wealth
Pennsylvania
$842K -$20.3K -110 -2%
AA
2302
Auxano Advisors
Washington
$842K -$1.66K -9 -0.2%
HCM
2303
HMS Capital Management
Tennessee
$841K -$140K -761 -14%
ONST
2304
Old North State Trust
North Carolina
$840K -$134K -728 -14%
WWA
2305
WC Walker & Associates
California
$840K +$18.4K +100 +2%
LP
2306
LGL Partners
Pennsylvania
$834K -$122K -660 -13%
DWM
2307
Darwin Wealth Management
Florida
$834K +$23.8K +129 +3%
HZ
2308
Hixon Zuercher
Ohio
$833K – – –
CF
2309
Corrigan Financial
Rhode Island
$831K +$97.9K +531 +13%
KAH
2310
Kathryn A. Hall
$831K – – –
SWM
2311
Segment Wealth Management
Texas
$829K +$24.5K +133 +3%
PFG
2312
PAX Financial Group
Texas
$824K +$10.5K +57 +1%
MA
2313
MONECO Advisors
Connecticut
$820K +$369 +2 +0%
AWG
2314
Altus Wealth Group
Colorado
$818K -$168K -909 -17%
PSP
2315
Principal Street Partners
Tennessee
$818K +$225K +1,220 +38%
CFD
2316
Creative Financial Designs
Indiana
$817K +$53.5K +290 +7%
FMI
2317
F/M Investments
District of Columbia
$816K -$72.8K -395 -8%
WAOI
2318
Wealth Advisors of Iowa
Iowa
$816K – – –
NCM
2319
Northside Capital Management
Oregon
$814K -$138K -747 -14%
D
2320
Diversified
Delaware
$814K – – –
WA
2321
Wealth Architects
California
$812K +$7.01K +38 +0.9%
ONGA
2322
O'Neil Global Advisors
California
$812K +$811K +4,400 New
FCFC
2323
First Citizens Financial Corp
Iowa
$810K -$6.82K -37 -0.8%
GAM
2324
Gould Asset Management
California
$810K +$228K +1,235 +39%
GEA
2325
Glen Eagle Advisors
New Jersey
$809K +$22.3K +121 +3%
91 92
93
94 95