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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2476
Trueblood Wealth Management
Ohio
$597K +$9.97K +20 +2%
CA
2477
Centerpoint Advisors
Massachusetts
$596K – – –
PF
2478
Prota Financial
Texas
$596K +$52.4K +105 +10%
PMSA
2479
Patrick M. Sweeney & Associates
Illinois
$594K +$7.48K +15 +1%
CIA
2480
Citadel Investment Advisory
Ohio
$593K – – –
KMWM
2481
Keudell/Morrison Wealth Management
Oregon
$593K +$13.5K +27 +2%
CFA
2482
CWS Financial Advisors
Michigan
$592K +$103K +207 +22%
FCAS
2483
First Command Advisory Services
Texas
$591K -$52.9K -106 -8%
WIA
2484
Wealthedge Investment Advisors
New York
$590K +$78.3K +157 +16%
GCM
2485
Generation Capital Management
New York
$589K – – –
CPWA
2486
Cerro Pacific Wealth Advisors
California
$587K +$38.4K +77 +7%
FM
2487
Foster & Motley
Ohio
$587K -$48.4K -97 -8%
RFS
2488
Richardson Financial Services
Massachusetts
$587K -$665K -1,334 -54%
FFM
2489
Flagstone Financial Management
Nebraska
$586K – – –
SAM
2490
Sompo Asset Management
Japan
$586K -$29.9K -60 -5%
HVIA
2491
Hudson Valley Investment Advisors
New York
$585K -$3.99K -8 -0.7%
CMF
2492
Counterpoint Mutual Funds
California
$583K – – –
BCG
2493
Breakwater Capital Group
New Jersey
$581K – – –
WA
2494
Westfuller Advisors
New York
$581K +$20.4K +41 +4%
TC
2495
Tannin Capital
North Carolina
$581K +$564K +1,131 New
ZIG
2496
Zullo Investment Group
Pennsylvania
$580K -$2.49K -5 -0.4%
AAMG
2497
AMG Asset Management Group
Georgia
$579K +$27.4K +55 +5%
IWA
2498
Invera Wealth Advisors
Oregon
$579K +$562K +1,127 New
PNC
2499
Park National Corp
Ohio
$577K -$22.9K -46 -4%
BBNB
2500
Baker Boyer National Bank
Washington
$577K -$499 -1 -0.1%
98 99
100
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