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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1301
Successful Portfolios
Florida
$257K -$23.3K -288 -9%
SWA
1302
SFMG Wealth Advisors
Texas
$257K +$3.32K +41 +1%
RC
1303
Roundview Capital
New Jersey
$256K -$7.94K -98 -3%
4WM
1304
4J Wealth Management
Virginia
$256K – – –
PAM
1305
Peak Asset Management
Colorado
$255K -$110K -1,361 -32%
BC
1306
Brookfield Corp
Ontario, Canada
$253K -$10.5M -130,031 -98%
FG
1307
Foster Group
Iowa
$252K +$16.8K +207 +8%
SXL
1308
Summit X LLC
Missouri
$251K -$4.7K -58 -2%
VDI
1309
Vaughan David Investments
Illinois
$250K -$60.9K -752 -21%
SWM
1310
Selective Wealth Management
Virginia
$249K +$229K +2,822 New
AFT
1311
Alpha Family Trust
California
$249K – – –
ZCM
1312
Ziegler Capital Management
Illinois
$249K -$95.2K -1,175 -29%
LNWTC
1313
Laird Norton Wetherby Trust Company
Washington
$248K – – –
WA
1314
Wealth Architects
California
$247K -$2.02K -25 -0.9%
3IP
1315
3Chopt Investment Partners
Virginia
$246K -$9.56K -118 -4%
BCMO
1316
Buckingham Capital Management (Ohio)
Ohio
$246K -$1.62K -20 -0.7%
TIA
1317
Tiemann Investment Advisors
California
$246K +$227K +2,802 New
MBTD
1318
Mechanics Bank - Trust Department
California
$245K – – –
SB
1319
Strategic Blueprint
Georgia
$245K +$226K +2,795 New
AIM
1320
Aspen Investment Management
Michigan
$245K – – –
HWMG
1321
Hurlow Wealth Management Group
Indiana
$245K +$162 +2 +0.1%
CSPIA
1322
Cary Street Partners Investment Advisory
Virginia
$245K +$28.9K +357 +15%
MFG
1323
Magnus Financial Group
New York
$244K -$729 -9 -0.3%
SFG
1324
Summit Financial Group
West Virginia
$244K -$567 -7 -0.3%
BCB
1325
Brian C. Broderick
$244K – – –
51 52
53
54 55