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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1076
Moss Adams Wealth Advisors
Washington
$275K -$21.1K -464 -7%
EW
1077
Elyxium Wealth
California
$275K +$260K +5,729 New
HCA
1078
Hyperion Capital Advisors
New York
$275K – – –
CRA
1079
Clear Retirement Advice
California
$273K – – –
WCM
1080
Windsor Capital Management
Arizona
$273K – – –
WFI
1081
West Family Investments
California
$272K +$257K +5,670 New
GP
1082
GLR Partners
Maryland
$271K +$45K +992 +21%
CFS
1083
Commonwealth Financial Services
West Virginia
$271K -$12.5K -275 -5%
JFGIW
1084
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$271K -$21.7K -479 -8%
LIA
1085
LS Investment Advisors
Michigan
$270K – – –
BFO
1086
Biltmore Family Office
North Carolina
$269K +$20.7K +455 +9%
MSFS
1087
Main Street Financial Solutions
Pennsylvania
$267K +$253K +5,567 New
RWM
1088
Revisor Wealth Management
Ohio
$267K -$20.5K -451 -8%
SIM
1089
Stratos Investment Management
Ohio
$266K -$39.6K -872 -14%
CP
1090
Castleview Partners
Texas
$264K -$4.99K -110 -2%
PS
1091
Planned Solutions
California
$264K +$2.54K +56 +1%
WT
1092
Whittier Trust
California
$264K +$2.81K +62 +1%
DWS
1093
Discipline Wealth Solutions
South Carolina
$263K +$1.23K +27 +0.5%
WAAG
1094
Wealth Alliance Advisory Group
Kansas
$263K – – –
ATC
1095
Argent Trust Co
Tennessee
$261K +$25.4K +559 +11%
LPT
1096
Legacy Private Trust
Wisconsin
$260K – – –
JIC
1097
Johnson Investment Counsel
Ohio
$258K +$1.59K +35 +0.7%
IAN
1098
Integrated Advisors Network
Texas
$256K -$19.2K -424 -7%
NEI
1099
Northwest & Ethical Investments
Ontario, Canada
$255K -$381K -8,403 -61%
VST
1100
Van Strum & Towne
California
$255K – – –
42 43
44
45 46