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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2451
Modern Wealth Management
Kansas
$447K +$425K +929 New
HB
2452
Horizon Bancorp
Indiana
$446K -$34.7K -76 -8%
UBV
2453
United Bank (Virginia)
Virginia
$444K +$4.57K +10 +1%
LWM
2454
Liberty Wealth Management
California
$444K – – –
SFA
2455
Source Financial Advisors
New York
$443K +$11.9K +26 +3%
RPCONE
2456
Retirement Planning Company of New England
Rhode Island
$443K -$457K -1,000 -52%
PL
2457
Parthenon LLC
Kentucky
$442K -$13.3K -29 -3%
MCWA
2458
Meadow Creek Wealth Advisors
Georgia
$442K +$20.6K +45 +5%
SIC
2459
Sigma Investment Counselors
Michigan
$442K +$49.8K +109 +13%
GWCM
2460
Godshalk Welsh Capital Management
Pennsylvania
$440K +$6.4K +14 +2%
FFC
2461
First Financial Corp
Indiana
$440K -$138K -301 -25%
BWA
2462
Beam Wealth Advisors
Louisiana
$439K +$68.1K +149 +20%
SAM
2463
Strategy Asset Managers
California
$439K +$1.83K +4 +0.4%
CPW
2464
Catalyst Private Wealth
California
$439K +$416K +911 New
BMMM
2465
Boston Mountain Money Management
Arkansas
$438K +$416K +910 New
EFA
2466
Edge Financial Advisors
Illinois
$438K +$416K +909 New
EA
2467
Echo45 Advisors
California
$437K +$95.5K +209 +30%
NF
2468
Nvest Financial
New Hampshire
$436K +$39.8K +87 +11%
PPW
2469
Parcion Private Wealth
Washington
$435K – – –
RWM
2470
Raffa Wealth Management
District of Columbia
$434K +$322K +704 +357%
SC
2471
Saiph Capital
New Jersey
$433K +$78.6K +172 +24%
LD
2472
Lipe & Dalton
New York
$433K – – –
TC
2473
Trilogy Capital
California
$432K +$411K +898 New
BW
2474
BIP Wealth
Georgia
$432K +$154K +337 +60%
WHC
2475
Wulff, Hansen & Co
California
$431K +$409K +895 New
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99
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