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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2426
RKL Wealth Management
Pennsylvania
$337K +$58.7K +949 +22%
ACS
2427
Archford Capital Strategies
Illinois
$337K -$8.48K -137 -3%
EWM
2428
Elevatus Welath Management
New York
$336K +$327K +5,284 New
LWM
2429
Lyell Wealth Management
California
$336K -$61.5K -994 -16%
THL
2430
Tillman Hartley LLC
Colorado
$336K – – –
CCP
2431
Carmel Capital Partners
California
$335K +$32.2K +520 +11%
GJIA
2432
Glass Jacobson Investment Advisors
Maryland
$335K +$62 +1 +0%
SCM
2433
Silvant Capital Management
Georgia
$334K – – –
SFS
2434
Strategic Financial Services
New York
$334K -$86.7K -1,400 -21%
PJSIMP
2435
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$74.3K -1,200 -19%
BFS
2436
Beacon Financial Strategies
North Carolina
$332K -$3.4K -55 -1%
GAA
2437
Guardian Asset Advisors
Pennsylvania
$332K +$5.82K +94 +2%
BMD
2438
Better Money Decisions
New Mexico
$332K – – –
BWM
2439
BKM Wealth Management
Wisconsin
$331K -$249K -4,030 -49%
OAS
2440
Optivise Advisory Services
Tennessee
$331K +$322K +5,206 New
OCM
2441
Orleans Capital Management
Louisiana
$331K -$6.19K -100 -2%
AIA
2442
Arbor Investment Advisors
North Carolina
$330K -$6.87K -111 -2%
IWN
2443
Independent Wealth Network
Iowa
$330K -$15.6K -252 -5%
IFAM
2444
Institutional & Family Asset Management
Colorado
$330K +$63.9K +1,032 +25%
TF
2445
Threadgill Financial
Texas
$329K – – –
AP
2446
Aspect Partners
Virginia
$329K – – –
MWM
2447
Maripau Wealth Management
Indiana
$328K +$17.5K +283 +6%
BCM
2448
Buckhead Capital Management
Georgia
$328K -$4.08K -66 -1%
MHR
2449
Matthew Hamilton Rosenberg
$327K -$36.4K -588 -10%
HCA
2450
Horan Capital Advisors
Ohio
$326K -$7K -113 -2%
96 97
98
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