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Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
1801
Fee-Only Financial Planning
South Carolina
$366K – – –
RAS
1802
RPS Advisory Solutions
Kentucky
$366K +$17.3K +88 +5%
BHPW
1803
Beverly Hills Private Wealth
California
$366K +$20.9K +106 +6%
TA
1804
TFB Advisors
Kansas
$365K +$197 +1 +0.1%
WE
1805
Wealth Effects
Massachusetts
$365K -$88.5K -450 -20%
LIA
1806
LS Investment Advisors
Michigan
$365K – – –
MWM
1807
Maripau Wealth Management
Indiana
$363K +$356K +1,810 New
GEA
1808
Glen Eagle Advisors
New Jersey
$363K -$2.36K -12 -0.7%
4WM
1809
4J Wealth Management
Virginia
$362K -$4.92K -25 -1%
CGA
1810
Crescent Grove Advisors
Illinois
$362K -$7.87K -40 -2%
OHWA
1811
Oak Hill Wealth Advisors
Virginia
$361K +$73.8K +375 +26%
BAM
1812
Bosun Asset Management
Illinois
$361K +$20.3K +103 +6%
WA
1813
Wealth Architects
California
$360K -$73K -371 -17%
GF
1814
Gries Financial
Ohio
$359K +$36.8K +187 +12%
CWP
1815
Curated Wealth Partners
California
$358K +$352K +1,788 New
NWM
1816
Northwest Wealth Management
Iowa
$357K +$64.7K +329 +23%
IFPG
1817
Intrepid Financial Planning Group
Indiana
$356K – – –
PCFFS
1818
Pacific Center for Financial Services
California
$356K +$197 +1 +0.1%
RCP
1819
Rothschild Capital Partners
New York
$356K – – –
MHC
1820
May Hill Capital
Massachusetts
$356K +$8.85K +45 +3%
EDRH
1821
Edmond de Rothschild Holding
Switzerland
$356K – – –
PCH
1822
PGIM Custom Harvest
New Jersey
$355K +$93.7K +476 +37%
HFBOT
1823
Home Federal Bank of Tennessee
Tennessee
$355K – – –
ACM
1824
Advance Capital Management
Michigan
$355K +$2.36K +12 +0.7%
LRPA
1825
L. Roy Papp & Associates
Arizona
$355K – – –
71 72
73
74 75