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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2551
SFG Wealth Management
Maryland
$538K +$126K +426 +33%
TI
2552
Truepoint Inc
Ohio
$538K -$17.4K -59 -3%
CWM
2553
Centric Wealth Management
Illinois
$538K -$123K -418 -19%
WFG
2554
Wills Financial Group
Virginia
$538K +$295 +1 +0.1%
ACM
2555
Armbruster Capital Management
New York
$537K +$29.8K +101 +6%
TCM
2556
Tributary Capital Management
Nebraska
$536K -$17.7K -60 -3%
BBNB
2557
Baker Boyer National Bank
Washington
$536K -$8.86K -30 -2%
WA
2558
Wealthstream Advisors
New York
$535K +$9.75K +33 +2%
LWP
2559
LMG Wealth Partners
Louisiana
$535K – – –
PHIC
2560
Pine Haven Investment Counsel
Massachusetts
$535K -$5.91K -20 -1%
JWM
2561
Janiczek Wealth Management
Colorado
$534K +$10.9K +37 +2%
PSFG
2562
Prairie Sky Financial Group
Illinois
$533K +$507K +1,715 New
KJHP
2563
K.J. Harrison & Partners
Ontario, Canada
$532K -$747K -2,530 -60%
OCPWS
2564
One Charles Private Wealth Services
Massachusetts
$532K – – –
CSB
2565
City State Bank
Iowa
$531K -$1.77K -6 -0.4%
PWM
2566
Palumbo Wealth Management
New York
$531K +$3.25K +11 +0.6%
VBWMG
2567
Von Berge Wealth Management Group
California
$530K +$295 +1 +0.1%
CCM
2568
Campbell Capital Management
Florida
$528K – – –
LW
2569
Libra Wealth
California
$527K – – –
EFM
2570
E Fund Management
China
$526K -$61.1K -207 -11%
FFA
2571
Farther Finance Advisors
California
$526K +$28.1K +95 +6%
AP
2572
Adero Partners
California
$525K +$7.98K +27 +2%
CCA
2573
Column Capital Advisors
Indiana
$525K +$19.8K +67 +4%
WC
2574
Weil Company
California
$525K +$3.25K +11 +0.7%
RCG
2575
Rock Creek Group
District of Columbia
$524K -$26.9K -91 -5%
101 102
103
104 105