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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2051
Cape Investment Advisory
Georgia
$667K +$18.8K +60 +3%
CCA
2052
Coign Capital Advisors
Utah
$666K +$558K +1,782 New
NGA
2053
Naples Global Advisors
Florida
$666K -$1.56K -5 -0.3%
KWM
2054
Keebeck Wealth Management
Illinois
$664K -$67.9K -217 -11%
RIG
2055
Renaissance Investment Group
Massachusetts
$664K +$183K +583 +49%
AWA
2056
Archvest Wealth Advisors
California
$662K -$7.83K -25 -1%
WCM
2057
Winebrenner Capital Management
Kentucky
$662K -$67K -214 -11%
WA
2058
WBH Advisory
Maryland
$662K – – –
LWM
2059
Lyell Wealth Management
California
$661K +$63.9K +204 +13%
EP
2060
Essential Partners
California
$660K -$2.95M -9,432 -84%
WCM
2061
WealthBridge Capital Management
Ohio
$660K +$84.8K +271 +18%
ETS
2062
ESL Trust Services
New York
$659K – – –
BF
2063
Brucke Financial
Indiana
$659K +$43.5K +139 +9%
CWP
2064
Capital Wealth Planning
Florida
$658K -$25.7K -82 -4%
ACM
2065
Advance Capital Management
Michigan
$658K -$19.7K -63 -3%
LWAM
2066
Legacy Wealth Asset Management
Minnesota
$658K +$52K +166 +10%
SIA
2067
SGL Investment Advisors
Montana
$657K +$120K +384 +27%
WA
2068
Wealth Architects
California
$656K -$1.56K -5 -0.3%
SPW
2069
Signet Private Wealth
Illinois
$655K +$109K +348 +25%
GDP
2070
Great Diamond Partners
Maine
$655K +$15K +48 +3%
KIG
2071
Kennedy Investment Group
New Jersey
$655K +$939 +3 +0.2%
CIA
2072
Caerus Investment Advisors
Texas
$654K -$200K -638 -27%
MA
2073
MW Advisory
Georgia
$650K +$545K +1,740 New
PFSC
2074
Peoples Financial Services Corp
Pennsylvania
$650K -$11.6K -37 -2%
MFC
2075
Morris Financial Concepts
South Carolina
$648K – – –
81 82
83
84 85