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Name Holding Trade Value Shares
Change 		Change in
Stake
LHEI
2701
Leo H. Evart Inc
California
$265K +$965 +5 +0.3%
TCOT
2702
Trust Company of Toledo
Ohio
$264K +$9.45K +49 +3%
AWP
2703
Ascent Wealth Partners
New York
$264K +$21.2K +110 +7%
ZF
2704
Zhang Financial
Michigan
$263K -$248K -1,286 -44%
EIP
2705
Ellis Investment Partners
Pennsylvania
$263K -$23.1K -120 -7%
AWA
2706
Aletheian Wealth Advisors
Washington
$263K -$17.2K -89 -5%
TWM
2707
Titus Wealth Management
California
$263K +$15.8K +82 +5%
HWA
2708
HHM Wealth Advisors
Tennessee
$263K +$25.3K +131 +9%
OBWG
2709
Onyx Bridge Wealth Group
New York
$262K -$18.1K -94 -6%
RWRC
2710
R.W. Roge & Company
New York
$261K -$5.79K -30 -2%
CSB
2711
City State Bank
Iowa
$261K +$10.2K +53 +3%
DOA
2712
D'Orazio & Associates
Virginia
$261K +$54.6K +283 +21%
BA
2713
Ballew Advisors
Mississippi
$260K -$17.4K -90 -5%
CCC
2714
Chelsea Counsel Company
California
$260K – – –
PWC
2715
PYA Waltman Capital
Tennessee
$260K +$12.9K +67 +4%
JF
2716
JSF Financial
California
$258K -$28.6K -148 -8%
BA
2717
Birinyi Associates
Connecticut
$258K – – –
GG
2718
Gleason Group
Kentucky
$258K – – –
BA
2719
Ballast Advisors
Minnesota
$258K +$7.72K +40 +3%
PWM
2720
Prentice Wealth Management
New York
$258K +$72.3K +375 +31%
GGI
2721
Godsey & Gibb Inc
Virginia
$258K +$96.5K +500 +45%
BWM
2722
Baystate Wealth Management
Massachusetts
$257K -$10.8K -56 -3%
PWA
2723
Peterson Wealth Advisors
Utah
$257K +$1.93K +10 +0.6%
WDG
2724
Wealth Dimensions Group
Ohio
$257K +$4.82K +25 +2%
SFG
2725
Summit Financial Group
West Virginia
$257K +$94.5K +490 +44%
107 108
109
110 111