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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1801
BCU Wealth Advisors
Illinois
$632K +$820 +3 +0.1%
AIS
1802
American Investment Services
Massachusetts
$631K – – –
VFP
1803
Verus Financial Partners
Virginia
$630K +$73.5K +269 +15%
CSB
1804
City State Bank
Iowa
$629K – – –
TCM
1805
Teza Capital Management
Illinois
$628K – – –
ONSWM
1806
Old North State Wealth Management
North Carolina
$628K -$5.47K -20 -1%
TIM
1807
Tevis Investment Management
Texas
$628K – – –
CWM
1808
Centurion Wealth Management
Virginia
$628K +$85.3K +312 +18%
MFA
1809
Mayflower Financial Advisors
Massachusetts
$628K +$18.3K +67 +3%
PAM
1810
Peak Asset Management
Colorado
$627K -$6.83K -25 -1%
ACM
1811
Armbruster Capital Management
New York
$625K -$34.2K -125 -6%
FG
1812
Foster Group
Iowa
$624K +$820 +3 +0.1%
LWANC
1813
Laurel Wealth Advisors (North Carolina)
North Carolina
$624K +$4.1K +15 +0.7%
WCP
1814
Wealthcare Capital Partners
Pennsylvania
$623K +$32.8K +120 +6%
FVWA
1815
Foster Victor Wealth Advisors
South Carolina
$622K -$55.5K -203 -9%
CWP
1816
Core Wealth Partners
California
$622K – – –
BC
1817
Barrett & Company
Rhode Island
$621K +$273 +1 +0%
PFW
1818
Petros Family Wealth
Minnesota
$621K -$9.84K -36 -2%
VDI
1819
Vaughan David Investments
Illinois
$620K -$88.3K -323 -14%
AAM
1820
Auxier Asset Management
Oregon
$618K – – –
FCG
1821
Fielder Capital Group
Tennessee
$618K +$7.93K +29 +1%
FAT
1822
First American Trust
California
$617K +$78.4K +287 +16%
YCG
1823
Yeomans Consulting Group
Georgia
$617K +$22.4K +82 +4%
KAS
1824
KPP Advisory Services
Kentucky
$616K +$122K +446 +28%
BW
1825
Basepoint Wealth
Iowa
$615K +$820 +3 +0.1%
71 72
73
74 75