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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2501
Heritage Wealth Advisors
Virginia
$530K +$13.3K +54 +3%
AIM
2502
Acropolis Investment Management
Missouri
$530K -$2.22K -9 -0.5%
WGAM
2503
Wilkinson Global Asset Management
New York
$529K – – –
DWA
2504
Dougherty Wealth Advisers
Minnesota
$529K – – –
AMG
2505
Advisors Management Group
Wisconsin
$529K +$30.8K +125 +7%
FI
2506
Financial Insights
Washington
$529K +$125K +505 +38%
ACM
2507
Allred Capital Management
Texas
$527K +$41.9K +170 +10%
EP
2508
EPIQ Partners
Minnesota
$527K +$12.6K +51 +3%
SM
2509
Sweeney & Michel
California
$526K – – –
NRC
2510
New Republic Capital
North Carolina
$526K -$16.3K -66 -3%
SWP
2511
Semus Wealth Partners
Florida
$525K +$15.3K +62 +4%
CWM
2512
Centurion Wealth Management
Virginia
$525K +$6.17K +25 +1%
PSC
2513
Prentiss Smith & Co
Vermont
$525K +$12.3K +50 +3%
SHFA
2514
SC&H Financial Advisors
Maryland
$524K -$1.23K -5 -0.3%
RCM
2515
Radnor Capital Management
Pennsylvania
$524K +$450K +1,825 New
V
2516
VeraBank
Texas
$523K – – –
OFS
2517
OneAscent Financial Services
Alabama
$521K +$448K +1,817 New
BC
2518
Bowman & Company
Wisconsin
$521K +$14.8K +60 +3%
BB
2519
Berkshire Bank
Massachusetts
$521K +$29.1K +118 +7%
WG
2520
Welch Group
Alabama
$520K -$55.5K -225 -11%
AC
2521
Apella Capital
Connecticut
$520K +$447K +1,812 New
LA
2522
Latitude Advisors
Florida
$520K -$653K -2,648 -59%
OCM
2523
Objective Capital Management
Ohio
$517K +$10.9K +44 +3%
MRWM
2524
ML&R Wealth Management
Texas
$517K – – –
PM
2525
Penbrook Management
New York
$517K – – –
99 100
101
102 103