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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1901
HHM Wealth Advisors
Tennessee
$807K -$9.77K -142 -1%
OCM
1902
One Capital Management
California
$806K +$248K +3,602 +42%
FRM
1903
Fox Run Management
Connecticut
$803K +$625K +9,077 +300%
TCM
1904
Telos Capital Management
California
$803K -$96.1K -1,396 -10%
MW
1905
Maia Wealth
Colorado
$802K +$310K +4,497 +65%
CCFM
1906
Clear Creek Financial Management
Washington
$801K -$41.6K -605 -5%
LA
1907
LM Advisors
California
$799K – – –
FMTC
1908
Farmers & Merchants Trust Company
California
$799K -$54.6K -794 -6%
MIP
1909
Marietta Investment Partners
Wisconsin
$797K -$31.8K -462 -4%
RA
1910
Ransom Advisory
Rhode Island
$794K +$27.5K +400 +3%
IWA
1911
IVC Wealth Advisors
Pennsylvania
$794K +$12K +174 +1%
LT
1912
Legacy Trust
Michigan
$793K +$568K +8,249 +222%
HI
1913
Hendershot Investments
Virginia
$792K – – –
TWM
1914
Trueblood Wealth Management
Ohio
$792K +$757 +11 +0.1%
FAFN
1915
First Affirmative Financial Network
Colorado
$791K +$98.8K +1,435 +14%
JFA
1916
JNBA Financial Advisors
Minnesota
$790K – – –
SAM
1917
Sawgrass Asset Management
Florida
$789K +$45.8K +665 +6%
ATWA
1918
Arbor Trust Wealth Advisors
Michigan
$787K +$47.9K +696 +6%
FZCM
1919
Flynn Zito Capital Management
New York
$785K +$111K +1,613 +16%
RFA
1920
Register Financial Advisors
Georgia
$782K +$413 +6 +0.1%
LIA
1921
LS Investment Advisors
Michigan
$780K +$90.6K +1,316 +13%
CM
1922
Capula Management
Cayman Islands
$780K +$780K +11,330 +2,605%
RFM
1923
Royal Fund Management
Florida
$777K -$1.05M -15,196 -56%
AP
1924
Atwood & Palmer
Missouri
$777K – – –
OPWM
1925
Oregon Pacific Wealth Management
Oregon
$775K +$43.2K +627 +6%
75 76
77
78 79