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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2301
Gallagher Fiduciary Advisors
Illinois
$542K +$3.19K +7 +0.6%
DDPIC
2302
Deroy & Devereaux Private Investment Counsel
Michigan
$541K – – –
RP
2303
Riverwater Partners
Wisconsin
$540K -$15.9K -35 -3%
EWA
2304
ERTS Wealth Advisors
Michigan
$540K -$456 -1 -0.1%
FCAS
2305
First Command Advisory Services
Texas
$537K -$4.55K -10 -0.8%
KBFS
2306
Kohmann Bosshard Financial Services
Ohio
$536K – – –
SFC
2307
SYM Financial Corp
Indiana
$535K +$332K +728 +150%
WCA
2308
Westover Capital Advisors
Delaware
$535K – – –
PW
2309
Peninsula Wealth
California
$533K +$1.37K +3 +0.2%
GHA
2310
Granite Harbor Advisors
Texas
$532K +$1.82K +4 +0.3%
GPA
2311
Guerra Pan Advisors
New Jersey
$531K +$62K +136 +13%
EB
2312
Exchange Bank
California
$531K -$5.92K -13 -1%
RW
2313
Rede Wealth
Virginia
$530K -$911 -2 -0.2%
TA
2314
TruWealth Advisors
Louisiana
$529K +$5.01K +11 +0.9%
VAF
2315
Values Added Financial
District of Columbia
$529K -$19.1K -42 -3%
MSCM
2316
McElhenny Sheffield Capital Management
Texas
$528K -$21.4K -47 -4%
AWM
2317
Aries Wealth Management
Maine
$528K – – –
ZIC
2318
ZWJ Investment Counsel
Georgia
$525K +$43.3K +95 +9%
SVCP
2319
Silicon Valley Capital Partners
California
$525K +$456 +1 +0.1%
VCP
2320
Verus Capital Partners
Arizona
$524K +$7.74K +17 +1%
TWM
2321
Tradition Wealth Management
Minnesota
$524K +$1.37K +3 +0.3%
AAM
2322
Aureus Asset Management
Massachusetts
$524K -$4.55K -10 -0.8%
FM
2323
Foster & Motley
Ohio
$523K +$75.6K +166 +16%
WPWM
2324
Western Pacific Wealth Management
Illinois
$523K -$7.74K -17 -1%
SAF
2325
Smith Anglin Financial
Texas
$523K -$23.7K -52 -4%
91 92
93
94 95