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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
2601
Eads & Heald Wealth Management
Georgia
$492K -$4.14K -8 -0.8%
SFWA
2602
Summit Financial Wealth Advisors
Louisiana
$492K – – –
NCTC
2603
New Covenant Trust Company
Indiana
$491K -$1.55K -3 -0.3%
RMP
2604
Richards, Merrill & Peterson
Washington
$488K +$480K +927 New
MWA
2605
Motive Wealth Advisors
Michigan
$487K +$49.2K +95 +11%
RPCONE
2606
Retirement Planning Company of New England
Rhode Island
$485K – – –
APW
2607
Austin Private Wealth
Texas
$482K +$50.2K +97 +12%
EFA
2608
Edge Financial Advisors
Illinois
$481K -$2.07K -4 -0.4%
SAM
2609
Strategy Asset Managers
California
$480K +$9.84K +19 +2%
PPW
2610
Parcion Private Wealth
Washington
$479K – – –
SCA
2611
Stonebridge Capital Advisors
Minnesota
$478K +$17.1K +33 +4%
NSB
2612
Norway Savings Bank
Maine
$476K -$75.1K -145 -14%
IIM
2613
Illumine Investment Management
Washington
$475K +$467K +902 New
AW
2614
Alteri Wealth
California
$475K +$466K +901 New
LWM
2615
Level Wealth Management
North Carolina
$474K +$466K +900 New
PNC
2616
Park National Corp
Ohio
$473K -$85.9K -166 -16%
KCM
2617
Kanawha Capital Management
Virginia
$473K -$18.6K -36 -4%
TAM
2618
Townsend Asset Management
North Carolina
$473K – – –
HOWA
2619
Heritage Oak Wealth Advisors
Florida
$472K -$176K -339 -27%
DRP
2620
Decker Retirement Planning
Utah
$471K +$463K +895 New
GBWM
2621
Granite Bay Wealth Management
New Hampshire
$471K – – –
PFWA
2622
Paces Ferry Wealth Advisors
Georgia
$470K +$518 +1 +0.1%
CWL
2623
Causey Wealth LLC
Colorado
$470K +$462K +893 New
UB
2624
Umpqua Bank
Oregon
$470K +$111K +214 +30%
FH
2625
FWG Holdings
Florida
$468K – – –
103 104
105
106 107