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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1951
Maren Capital
Illinois
$1.03M – – –
OFS
1952
OneAscent Financial Services
Alabama
$1.02M -$179K -385 -16%
WKWM
1953
Walter & Keenan Wealth Management
Indiana
$1.02M +$2.79K +6 +0.3%
BWP
1954
BSW Wealth Partners
Colorado
$1.02M +$47.4K +102 +5%
TF
1955
Trek Financial
Arizona
$1.02M +$47.4K +102 +5%
CWM
1956
Cahill Wealth Management
Michigan
$1.02M -$1.86K -4 -0.2%
CFSG
1957
Clark Financial Services Group
Missouri
$1.01M +$169K +363 +21%
AFT
1958
Alpha Family Trust
California
$1.01M – – –
WMA
1959
Wealth Management Associates
New Jersey
$1.01M +$31.2K +67 +3%
BFS
1960
Burr Financial Services
California
$1.01M -$18.6K -40 -2%
RSWA
1961
Robinson Smith Wealth Advisors
Maine
$1.01M -$14K -30 -1%
BCM
1962
Boltwood Capital Management
California
$1M +$28.4K +61 +3%
MADR
1963
Milestones Administradora de Recursos
Brazil
$1M +$946K +2,035 New
AM
1964
Atwater Malick
Pennsylvania
$1M – – –
SI
1965
Seeds Investor
New York
$1M +$179K +384 +23%
HWM
1966
Hemington Wealth Management
Virginia
$998K +$6.98K +15 +0.8%
VEA
1967
Virtus ETF Advisers
New York
$998K +$82.3K +177 +10%
ITIM
1968
Indiana Trust & Investment Management
Indiana
$997K +$90.7K +195 +11%
DFA
1969
Davies Financial Advisors
California
$992K -$64.2K -138 -6%
FHC
1970
First Heartland Consultants
Missouri
$989K +$6.51K +14 +0.7%
VST
1971
Van Strum & Towne
California
$988K – – –
NGA
1972
Naples Global Advisors
Florida
$987K +$37.7K +81 +4%
CCM
1973
Canal Capital Management
Virginia
$985K -$1.4K -3 -0.2%
CWM
1974
Connecticut Wealth Management
Connecticut
$981K -$86K -185 -9%
MAM
1975
MWA Asset Management
Massachusetts
$978K +$18.1K +39 +2%
77 78
79
80 81