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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2901
Beam Wealth Advisors
Louisiana
$334K +$78.9K +267 +33%
PFM
2902
Phillips Financial Management
Indiana
$333K +$9.45K +32 +3%
BFG
2903
Bouchey Financial Group
New York
$333K +$14.5K +49 +5%
CPW
2904
Crestmont Private Wealth
Texas
$333K +$30.7K +104 +11%
CCA
2905
Cadent Capital Advisors
Oklahoma
$333K +$68.2K +231 +28%
JHP
2906
James Hambro & Partners
United Kingdom
$332K -$1.77K -6 -0.6%
FFG
2907
Fortem Financial Group
California
$332K +$39K +132 +14%
DFA
2908
DHJJ Financial Advisors
Illinois
$331K -$7.68K -26 -2%
FNBSF
2909
First National Bank Sioux Falls
South Dakota
$331K – – –
FWP
2910
Falcon Wealth Planning
California
$330K +$18.9K +64 +6%
NWA
2911
Navis Wealth Advisors
New York
$330K -$295 -1 -0.1%
CSWM
2912
Cassady Schiller Wealth Management
Ohio
$329K +$21.6K +73 +7%
ECAM
2913
East Coast Asset Management
Massachusetts
$329K -$80.9K -274 -21%
RW
2914
REDW Wealth
New Mexico
$329K +$89.5K +303 +40%
SWM
2915
Sculati Wealth Management
Michigan
$328K – – –
VNA
2916
Valley National Advisers
Pennsylvania
$328K +$2.95K +10 +1%
BDFN
2917
Bond & Devick Financial Network
Minnesota
$327K – – –
GWA
2918
GGM Wealth Advisors
Maryland
$327K +$308K +1,042 New
HPIA
2919
Hamilton Point Investment Advisors
North Carolina
$327K – – –
LCGC
2920
Legacy Capital Group California
California
$327K +$311K +1,052 New
OC
2921
Oakmont Corp
California
$326K -$15.7K -53 -5%
LWMG
2922
Levy Wealth Management Group
Pennsylvania
$326K +$1.77K +6 +0.6%
AA
2923
Aire Advisors
California
$325K +$15.1K +51 +5%
SFG
2924
Steward Financial Group
Texas
$324K +$308K +1,044 New
DJYG
2925
David J. Yvars Group
Florida
$324K – – –
115 116
117
118 119