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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3151
Gibson Capital
Pennsylvania
$244K +$997 +2 +0.4%
HP
3152
Holistic Planning
Texas
$244K +$31.9K +64 +16%
SWM
3153
Shakespeare Wealth Management
Wisconsin
$243K -$19.4K -39 -8%
VA
3154
Veratis Advisors
North Carolina
$243K +$236K +473 New
EMC
3155
Everest Management Corp
California
$242K -$8.48K -17 -3%
KAM
3156
Knightsbridge Asset Management
California
$242K +$235K +471 New
SL
3157
StoryOne LLC
Kansas
$242K +$235K +471 New
MSWM
3158
McGlone Suttner Wealth Management
Wisconsin
$242K +$16.5K +33 +8%
FS
3159
Financial Symmetry
North Carolina
$241K – – –
AIA
3160
Accelerate Investment Advisors
California
$241K -$28.9K -58 -11%
PWM
3161
Partners Wealth Management
California
$241K -$1.99K -4 -0.8%
FCM
3162
Fieldview Capital Management
Michigan
$241K +$234K +469 New
MM
3163
MQS Management
New York
$240K +$233K +468 New
AGA
3164
Accuvest Global Advisors
Utah
$240K +$233K +467 New
IFO
3165
Independent Family Office
New York
$240K – – –
TCM
3166
TruNorth Capital Management
Michigan
$240K – – –
PW
3167
PUREfi Wealth
Massachusetts
$240K +$233K +467 New
SGWP
3168
Sun Group Wealth Partners
California
$239K – – –
HWA
3169
Heartwood Wealth Advisors
Virginia
$239K -$3.99K -8 -2%
MWM
3170
Mattern Wealth Management
Kansas
$239K – – –
DJYG
3171
David J. Yvars Group
Florida
$239K +$232K +465 New
RBC
3172
Romano Brothers & Co
Illinois
$238K +$231K +464 New
BCAM
3173
Boston Common Asset Management
Massachusetts
$238K -$3.49K -7 -1%
CPSC
3174
Carl P. Sherr & Co
Massachusetts
$238K -$997 -2 -0.4%
EFP
3175
Elser Financial Planning
Indiana
$238K +$6.98K +14 +3%
125 126
127
128 129