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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2251
Provident Wealth Management
Tennessee
$417K – – –
MAM
2252
Marotta Asset Management
Virginia
$417K -$37.2K -620 -8%
PWM
2253
Paulson Wealth Management
Illinois
$417K +$2.4K +40 +0.6%
TFA
2254
Teamwork Financial Advisors
Texas
$415K -$28K -466 -6%
MRWM
2255
ML&R Wealth Management
Texas
$415K +$3.48K +58 +0.9%
SHGA
2256
Sand Hill Global Advisors
California
$415K +$67.3K +1,121 +20%
LWM
2257
Lakeridge Wealth Management
Ohio
$415K -$5.05K -84 -1%
SIA
2258
Schear Investment Advisers
Ohio
$414K -$15.1K -252 -4%
NRC
2259
New Republic Capital
North Carolina
$413K +$12.9K +215 +3%
QWM
2260
Quadcap Wealth Management
Texas
$413K +$35.4K +589 +10%
EGWAG
2261
Elwood & Goetz Wealth Advisory Group
Georgia
$411K -$31.7K -528 -7%
MIA
2262
MainStreet Investment Advisors
Illinois
$411K +$156K +2,593 +63%
BSC
2263
Brown Shipley & Co
United Kingdom
$410K -$9.01K -150 -2%
CF
2264
Clarity Financial
Texas
$410K +$9.37K +156 +2%
AFC
2265
AFT Forsyth & Company
Florida
$410K -$63.1K -1,050 -14%
TF
2266
TLWM Financial
Texas
$409K -$6.01K -100 -1%
BWG
2267
Boomfish Wealth Group
Georgia
$408K +$1.2K +20 +0.3%
PSC
2268
Prentiss Smith & Co
Vermont
$408K – – –
SFS
2269
Strategic Financial Services
New York
$406K -$28.8K -480 -7%
SLC
2270
Second Line Capital
Louisiana
$406K +$73.4K +1,222 +23%
MAM
2271
Meeder Asset Management
Ohio
$406K +$68.1K +1,133 +21%
SMH
2272
Sanders Morris Harris
Texas
$406K +$398K +6,631 New
ACM
2273
Armbruster Capital Management
New York
$406K – – –
BAM
2274
Bosun Asset Management
Illinois
$405K – – –
PGWM
2275
Parisi Gray Wealth Management
New Jersey
$405K -$7.69K -128 -2%
89 90
91
92 93