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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1826
Great Diamond Partners
Maine
$283K – – –
MCA
1827
MSH Capital Advisors
Arizona
$282K +$13.4K +79 +6%
TA
1828
TruWealth Advisors
Louisiana
$282K – – –
IP
1829
Investment Partners
Ohio
$282K +$169 +1 +0.1%
RWB
1830
RMR Wealth Builders
New Jersey
$282K +$253K +1,493 New
LWM
1831
Lyell Wealth Management
California
$280K -$6.78K -40 -3%
CFG
1832
CKW Financial Group
Hawaii
$280K -$8.47K -50 -3%
LWM
1833
Liberty Wealth Management
California
$280K +$252K +1,487 New
FH
1834
FWG Holdings
Florida
$280K +$38.8K +229 +17%
SFS
1835
Sharp Financial Services
Pennsylvania
$280K – – –
GAM
1836
Gould Asset Management
California
$279K +$22.9K +135 +10%
JWA
1837
JFS Wealth Advisors
Pennsylvania
$279K – – –
WAG
1838
Winthrop Advisory Group
Massachusetts
$278K -$3.9K -23 -2%
CAM
1839
Claret Asset Management
Quebec, Canada
$278K -$847 -5 -0.3%
AWP
1840
Abacus Wealth Partners
California
$278K -$10.5K -62 -4%
WAM
1841
WFA Asset Management
Wisconsin
$278K +$339 +2 +0.1%
JWM
1842
Jeppson Wealth Management
California
$278K – – –
EGWAG
1843
Elwood & Goetz Wealth Advisory Group
Georgia
$277K -$5.59K -33 -2%
CPP
1844
Capasso Planning Partners
South Carolina
$277K +$3.05K +18 +1%
AIA
1845
Arbor Investment Advisors
North Carolina
$276K – – –
PMSA
1846
Patrick M. Sweeney & Associates
Illinois
$276K -$17.3K -102 -7%
TCWA
1847
Turtle Creek Wealth Advisors
Texas
$275K +$32K +189 +15%
AIM
1848
Acropolis Investment Management
Missouri
$274K – – –
AA
1849
Alesco Advisors
New York
$274K – – –
RFMS
1850
RWQ Financial Management Services
Florida
$273K -$51K -301 -17%
72 73
74
75 76