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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2326
Altus Wealth Group
Colorado
$359K -$43.8K -109 -11%
SAM
2327
Strategy Asset Managers
California
$359K +$60.2K +150 +20%
AIA
2328
Alera Investment Advisors
Illinois
$358K -$6.02K -15 -2%
WCA
2329
Westover Capital Advisors
Delaware
$358K -$13.2K -33 -4%
BWP
2330
Baldwin Wealth Partners
Massachusetts
$358K -$328K -816 -47%
MPI
2331
Mairs & Power Inc
Minnesota
$357K -$4.01K -10 -1%
CC
2332
Constitution Capital
Connecticut
$356K – – –
GWCM
2333
Godshalk Welsh Capital Management
Pennsylvania
$356K – – –
LD
2334
Lipe & Dalton
New York
$356K – – –
LFA
2335
Landmark Financial Advisors
Kentucky
$355K +$20.1K +50 +6%
OWA
2336
Opal Wealth Advisors
New York
$353K -$26.9K -67 -7%
FA
2337
Fiduciary Alliance
South Carolina
$352K +$30.9K +77 +9%
PFWA
2338
Paces Ferry Wealth Advisors
Georgia
$352K +$18.9K +47 +6%
HCA
2339
Horan Capital Advisors
Ohio
$350K – – –
WRPWM
2340
Werba Rubin Papier Wealth Management
California
$344K – – –
LSIA
2341
LaSalle St. Investment Advisors
Illinois
$344K -$8.43K -21 -2%
RFG
2342
Range Financial Group
Oregon
$344K -$5.22K -13 -1%
PL
2343
Parthenon LLC
Kentucky
$344K – – –
SPWG
2344
Sage Private Wealth Group
Illinois
$344K +$12.8K +32 +4%
HA
2345
Hamel Associates
New Jersey
$342K +$20.1K +50 +6%
GKWIM
2346
Gerber Kawasaki Wealth & Investment Management
California
$342K +$347K +864 New
HCA
2347
Heck Capital Advisors
Wisconsin
$340K – – –
LA
2348
Lakeside Advisors
Washington
$340K – – –
NPF
2349
Norris Perne & French
Michigan
$340K +$126K +315 +58%
LWM
2350
Liberty Wealth Management
California
$339K -$1.61K -4 -0.5%
92 93
94
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