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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2776
Facet Wealth Inc
Maryland
$247K +$251K +552 New
WPW
2777
Watershed Private Wealth
Illinois
$247K – – –
GMA
2778
Glassy Mountain Advisors
Maryland
$246K – – –
MIC
2779
Meridian Investment Counsel
California
$245K – – –
SMFG
2780
Sumitomo Mitsui Financial Group
Japan
$244K – – –
UB
2781
Umpqua Bank
Oregon
$243K -$4.55K -10 -2%
OA
2782
Operose Advisors
Wisconsin
$243K – – –
YCG
2783
Yeomans Consulting Group
Georgia
$243K +$251K +551 New
FAP
2784
Financial Advisory Partners
Florida
$243K – – –
WE
2785
Wealth Effects
Massachusetts
$242K – – –
GHA
2786
GW Henssler & Associates
Georgia
$241K -$5.47K -12 -2%
LB
2787
Legacy Bridge
Iowa
$240K – – –
AF
2788
Apollon Financial
South Carolina
$240K -$13.7K -30 -5%
JTWM
2789
Jackson Thornton Wealth Management
Alabama
$240K -$1.37K -3 -0.5%
LFS
2790
Legacy Financial Strategies
Kansas
$239K +$11.8K +26 +5%
TAM
2791
TCP Asset Management
Ohio
$239K +$18.2K +40 +8%
FTA
2792
Financial & Tax Architects
Missouri
$238K -$1.82K -4 -0.7%
LL
2793
LPWM LLC
Minnesota
$237K – – –
IAG
2794
Investmark Advisory Group
Connecticut
$237K +$20.5K +45 +9%
HGERS
2795
Householder Group Estate & Retirement Specialist
Arizona
$237K +$5.92K +13 +2%
CPIA
2796
Cornell Pochily Investment Advisors
New York
$237K – – –
RCM
2797
Raleigh Capital Management
North Carolina
$235K +$45.6K +100 +23%
AWA
2798
Alta Wealth Advisors
Massachusetts
$235K – – –
RB
2799
Rodgers Brothers
Pennsylvania
$235K +$2.73K +6 +1%
FA
2800
Fountainhead AM
New Jersey
$234K – – –
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