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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1926
TriaGen Wealth Management
California
$267K -$3.31K -101 -1%
CPC
1927
Congress Park Capital
New York
$266K -$53.2K -1,625 -16%
CIS
1928
Capital International Sarl
California
$266K -$1.25M -38,054 -82%
FBB
1929
Fulton Breakefield Broenniman
Maryland
$266K -$13.8K -422 -5%
RWP
1930
Revolve Wealth Partners
New Jersey
$266K -$12.4K -377 -4%
PMFA
1931
Plante Moran Financial Advisors
Michigan
$265K +$32.8K +1,000 +13%
DWA
1932
Delos Wealth Advisors
Texas
$265K +$279K +8,500 +19,318%
HIIFS
1933
Harel Insurance Investments & Financial Services
Israel
$264K +$73.6K +2,245 +35%
FCP
1934
Fidelis Capital Partners
Florida
$264K -$213K -6,486 -32%
PCMM
1935
Piedmont Capital Management (Montana)
Montana
$263K – – –
WCWM
1936
Willow Creek Wealth Management
California
$263K -$393 -12 -0.1%
FFA
1937
Fragasso Financial Advisors
Pennsylvania
$263K -$65.7K -2,005 -19%
SQA
1938
Simon Quick Advisors
New Jersey
$263K -$57.8K -1,765 -17%
MIS
1939
Morningstar Investment Services
Illinois
$263K -$109K -3,312 -28%
SWA
1940
SOA Wealth Advisors
New York
$262K -$44.9K -1,370 -14%
SOAG
1941
Silver Oak Advisory Group
Oregon
$262K – – –
VWA
1942
VERITY Wealth Advisors
United States
$262K – – –
RFA
1943
Resurgent Financial Advisors
Georgia
$261K -$23.6K -719 -8%
ODFS
1944
O'Donnell Financial Services
California
$260K +$48.8K +1,489 +22%
HWA
1945
HHM Wealth Advisors
Tennessee
$260K +$76K +2,320 +38%
FNC
1946
First National Corp
Massachusetts
$258K -$21.4K -652 -7%
GP
1947
Girard Partners
Pennsylvania
$258K -$65.1K -1,986 -19%
CG
1948
Clarus Group
Texas
$258K +$328 +10 +0.1%
CB
1949
Centennial Bank
Arkansas
$257K -$5.05K -154 -2%
SB
1950
Strategic Blueprint
Georgia
$257K -$90.6K -2,766 -25%
76 77
78
79 80