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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
3101
West Paces Advisors
Georgia
$228K – – –
PH
3102
Pinnacle Holdings
Oklahoma
$227K -$31.1K -60 -12%
BIA
3103
Bell Investment Advisors
California
$227K -$6.21K -12 -3%
I
3104
IMPACTfolio
Colorado
$226K – – –
MMHP
3105
Murphy Middleton Hinkle & Parker
Georgia
$225K – – –
RC
3106
Rovin Capital
Arizona
$225K +$222K +428 New
RFW
3107
Rainier Family Wealth
Washington
$225K +$221K +427 New
FWI
3108
Facet Wealth Inc
Maryland
$224K -$76.6K -148 -27%
ORC
3109
O'Rourke & Company
Massachusetts
$224K -$37.3K -72 -14%
EA
3110
Ellsworth Advisors
Ohio
$223K – – –
BWA
3111
Brave Warrior Advisors
New York
$222K – – –
AAG
3112
Armstrong Advisory Group
Massachusetts
$222K +$25.9K +50 +13%
MSWM
3113
McGlone Suttner Wealth Management
Wisconsin
$222K +$218K +422 New
KL
3114
KWMG LLC
Kansas
$222K – – –
JBA
3115
Johnson Bixby & Associates
Washington
$220K – – –
CAM
3116
Columbia Asset Management
Michigan
$220K -$181K -349 -46%
FWP
3117
Falcon Wealth Planning
California
$220K -$18.6K -36 -8%
VDI
3118
Vaughan David Investments
Illinois
$219K -$2.59K -5 -1%
BFA
3119
Beacon Financial Advisory
Ohio
$219K +$215K +415 New
YCG
3120
Yeomans Consulting Group
Georgia
$219K -$11.9K -23 -5%
TWP
3121
Tower Wealth Partners
Pennsylvania
$219K +$215K +415 New
FSA
3122
Financial Security Advisor
Virginia
$218K -$4.66K -9 -2%
BCMLT
3123
Beacon Capital Management LLC (Tennessee)
Tennessee
$218K -$29.5K -57 -12%
TA
3124
TrueWealth Advisors
Alabama
$218K +$214K +414 New
PS
3125
Planned Solutions
California
$218K – – –
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