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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2676
Madison Wealth Management
Ohio
$469K -$13.1K -43 -3%
TBNY
2677
Trustco Bank (New York)
New York
$469K – – –
OLVIG
2678
Oliver Lagore Vanvalin Investment Group
Michigan
$468K -$123K -403 -21%
FFWM
2679
Future Financial Wealth Management
Ohio
$468K +$451K +1,482 New
FFA
2680
Fi3 Financial Advisors
Indiana
$468K +$147K +483 +48%
GFWA
2681
Grey Fox Wealth Advisors
Delaware
$468K +$451K +1,481 New
BWM
2682
BCS Wealth Management
Tennessee
$467K – – –
OLA
2683
Oliver Luxxe Assets
New Jersey
$467K – – –
SWIM
2684
Smallwood Wealth Investment Management
New Jersey
$464K -$1.52K -5 -0.3%
VPP
2685
Vertex Planning Partners
Illinois
$464K +$447K +1,468 New
MPW
2686
MGO Private Wealth
California
$463K -$210K -688 -32%
V
2687
VeraBank
Texas
$463K +$57.9K +190 +15%
OCM
2688
Objective Capital Management
Ohio
$462K +$9.14K +30 +2%
PCH
2689
PGIM Custom Harvest
New Jersey
$462K +$446K +1,463 New
BWA
2690
Burt Wealth Advisors
Maryland
$461K +$28K +92 +7%
F4L
2691
Fortune 45 LLC
Louisiana
$460K -$609 -2 -0.1%
CWA
2692
CJM Wealth Advisers
Virginia
$460K +$11K +36 +3%
CIC
2693
Chase Investment Counsel
Virginia
$459K – – –
F
2694
F3Logic
Minnesota
$459K -$46K -151 -9%
GBS
2695
Gallagher Benefit Services
Illinois
$459K +$442K +1,452 New
LFA
2696
Landmark Financial Advisors
Kentucky
$459K +$36.6K +120 +9%
PWM
2697
Prentice Wealth Management
New York
$458K +$45.4K +149 +11%
KWA
2698
KCS Wealth Advisory
California
$458K +$305 +1 +0.1%
ARC
2699
Advisor Resource Council
Texas
$456K +$440K +1,445 New
BCMLT
2700
Beacon Capital Management LLC (Tennessee)
Tennessee
$456K +$18.9K +62 +4%
106 107
108
109 110