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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2776
HT Partners
Connecticut
$634K +$13.7K +42 +2%
LA
2777
LexAurum Advisors
Kansas
$633K -$8.47K -26 -1%
PHIC
2778
Pine Haven Investment Counsel
Massachusetts
$632K -$30.9K -95 -5%
AWM
2779
Austin Wealth Management
Texas
$632K +$23.8K +73 +6%
AFG
2780
ABLE Financial Group
Arizona
$628K +$109K +336 +23%
PP
2781
Pegasus Partners
Wisconsin
$627K +$22.8K +70 +4%
FFA
2782
Fragasso Financial Advisors
Pennsylvania
$626K +$6.84K +21 +1%
EWA
2783
ERTS Wealth Advisors
Michigan
$626K +$10.4K +32 +2%
EMAM
2784
Encompass More Asset Management
California
$624K +$574K +1,763 New
SIAG
2785
Safeguard Investment Advisory Group
California
$624K -$139K -427 -20%
SFWA
2786
Summit Financial Wealth Advisors
Louisiana
$624K +$574K +1,762 New
CG
2787
Clarus Group
Texas
$623K – – –
LWM
2788
LongView Wealth Management
Georgia
$622K +$567K +1,740 New
SGK
2789
Steigerwald Gordon & Koch
Virginia
$622K +$104K +320 +22%
MWS
2790
Maxwell Wealth Strategies
California
$622K +$572K +1,756 New
F4L
2791
Fortune 45 LLC
Louisiana
$620K -$6.51K -20 -1%
RWM
2792
Revisor Wealth Management
Ohio
$619K -$772K -2,372 -58%
PFA
2793
Petra Financial Advisors
Colorado
$619K +$306K +939 +116%
BWA
2794
BlueChip Wealth Advisors
Georgia
$617K +$568K +1,744 New
SCA
2795
Sage Capital Advisors
South Dakota
$617K +$1.3K +4 +0.2%
DIM
2796
DLK Investment Management
California
$617K +$568K +1,743 New
BB
2797
Berkshire Bank
Massachusetts
$617K -$19.9K -61 -3%
WGAM
2798
Wilkinson Global Asset Management
New York
$616K -$34.2K -105 -6%
BWAM
2799
Boyd Watterson Asset Management
Ohio
$614K -$11.7K -36 -2%
CSB
2800
City State Bank
Iowa
$612K -$16.9K -52 -3%
110 111
112
113 114