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Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
2351
Stonehaven Wealth & Tax Solutions
Wisconsin
$339K -$12.7K -118 -3%
ST
2352
Somerset Trust
Pennsylvania
$339K +$74.8K +696 +25%
CSB
2353
City State Bank
Iowa
$339K +$41.9K +390 +13%
TFM
2354
TFC Financial Management
Massachusetts
$338K +$215 +2 +0.1%
RWM
2355
RBA Wealth Management
California
$337K -$9.67K -90 -3%
SWA
2356
SFMG Wealth Advisors
Texas
$337K +$2.9K +27 +0.8%
BC
2357
Barrett & Company
Rhode Island
$337K +$322 +3 +0.1%
WA
2358
Wealth Architects
California
$335K -$44.2K -411 -11%
SI
2359
Stonekeep Investments
New Mexico
$334K +$68.6K +638 +23%
BAM
2360
Brave Asset Management
New Jersey
$334K -$22.7K -211 -6%
SFS
2361
Summit Financial Strategies
Ohio
$333K -$78.5K -730 -18%
TNA
2362
True North Advisors
Texas
$333K +$7.31K +68 +2%
BP
2363
Broadleaf Partners
Ohio
$332K -$2.47K -23 -0.7%
OWM
2364
Opes Wealth Management
California
$332K -$12.7K -118 -3%
GAA
2365
Global Assets Advisory
Florida
$331K +$394K +3,669 New
RPCONE
2366
Retirement Planning Company of New England
Rhode Island
$331K -$9.35K -87 -3%
GWM
2367
GSB Wealth Management
Connecticut
$330K +$3.22K +30 +0.9%
VC
2368
Vicus Capital
Pennsylvania
$330K -$320K -2,975 -47%
WA
2369
Whipplewood Advisors
Colorado
$330K -$10.3K -96 -3%
EPIME
2370
Evelyn Partners Investment Management (Europe)
$330K – – –
CCC
2371
Compass Capital Corp
Massachusetts
$330K – – –
OWA
2372
One Wealth Advisors
California
$329K +$128K +1,192 +56%
PWM
2373
PBMares Wealth Management
Virginia
$329K -$282K -2,627 -44%
GWMR
2374
GC Wealth Management RIA
Massachusetts
$329K +$42.5K +395 +13%
HA
2375
Harbor Advisors
Florida
$328K – – –
93 94
95
96 97