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Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2351
Edgemoor Investment Advisors
Maryland
$559K +$404K +4,000 New
OMC
2352
Oasis Management Company
Cayman Islands
$559K +$404K +4,000 New
CP
2353
Creekside Partners
California
$558K +$404K +3,997 New
CL
2354
COWA LLC
Oklahoma
$558K +$404K +3,994 New
PCS
2355
Private Client Services
Kentucky
$558K +$404K +3,993 New
SFS
2356
Strategic Financial Services
New York
$557K +$403K +3,989 New
RWM
2357
RKL Wealth Management
Pennsylvania
$557K +$403K +3,987 New
GLLW
2358
Graves Light Lenhart Wealth
Virginia
$555K -$125K -1,234 -24%
NBWM
2359
North Berkeley Wealth Management
California
$555K +$402K +3,977 New
CWM
2360
CCG Wealth Management
California
$554K +$401K +3,968 New
FC
2361
Fairscale Capital
New Hampshire
$553K -$70.8K -700 -15%
WBC
2362
West Branch Capital
Massachusetts
$552K +$381K +3,766 +2,047%
OWA
2363
One Wealth Advisors
California
$551K +$399K +3,946 New
WA1
2364
Wimmer Associates 1
California
$551K +$399K +3,945 New
NF
2365
Napier Financial
Massachusetts
$550K -$3.24K -32 -0.8%
DBFM
2366
Dickmeyer Boyce Financial Management
Indiana
$549K -$340K -3,360 -46%
MA
2367
Montag & Associates
Georgia
$547K +$910 +9 +0.2%
KWMG
2368
King Wealth Management Group
Florida
$546K +$395K +3,911 New
FFA
2369
Fortune Financial Advisors
Kansas
$546K +$395K +3,909 New
SPC
2370
Spirepoint Private Client
Florida
$546K +$395K +3,908 New
JWA
2371
JFS Wealth Advisors
Pennsylvania
$545K +$7.38K +73 +2%
SFG
2372
Strive Financial Group
Indiana
$545K +$272K +2,690 +222%
SA
2373
Strategic Advocates
Utah
$545K – – –
OPW
2374
Osprey Private Wealth
New York
$545K +$394K +3,900 New
SPI
2375
Santori & Peters Inc
Pennsylvania
$545K +$394K +3,900 New
93 94
95
96 97