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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2926
West Oak Capital
California
$829K +$566K +1,165 +243%
1WM
2927
1900 Wealth Management
Texas
$829K +$16K +33 +2%
PIP
2928
Peachtree Investment Partners
Florida
$829K +$163K +335 +26%
EFG
2929
Embree Financial Group
Illinois
$828K +$73.9K +152 +10%
WF
2930
WoodTrust Financial
Wisconsin
$828K – – –
RWI
2931
Red Wave Investments
Pennsylvania
$827K – – –
TSWM
2932
Tyler-Stone Wealth Management
Ohio
$826K +$71.5K +147 +10%
GSC
2933
G&S Capital
Colorado
$826K +$591K +1,216 +271%
TWM
2934
Trevian Wealth Management
Massachusetts
$825K – – –
OFS
2935
OneAscent Financial Services
Alabama
$825K +$80.2K +165 +11%
PCMU
2936
Paragon Capital Management (Utah)
Utah
$825K -$157K -324 -17%
MC
2937
Montag & Caldwell
Georgia
$824K – – –
WOSD
2938
WFA of San Diego
California
$823K +$794K +1,633 New
TSMHT
2939
Thurston Springer Miller Herd & Titak
Indiana
$823K +$794K +1,633 New
BFO
2940
Boston Family Office
Massachusetts
$823K -$18K -37 -2%
DJYG
2941
David J. Yvars Group
Florida
$822K +$53K +109 +7%
PRS
2942
Pinkerton Retirement Specialists
Idaho
$822K -$118K -243 -13%
ACP
2943
Aveo Capital Partners
Colorado
$820K -$396K -814 -33%
SWM
2944
Shelton Wealth Management
Texas
$819K +$177K +365 +29%
HAM
2945
Harmony Asset Management
Arizona
$819K +$283K +582 +56%
CWM
2946
Castle Wealth Management
Florida
$814K +$37.9K +78 +5%
MFC
2947
Mechanics Financial Corp
Ohio
$814K +$19.4K +40 +3%
CBFP
2948
Cedar Brook Financial Partners
Ohio
$812K -$714K -1,468 -48%
RB
2949
Renasant Bank
Mississippi
$812K -$39.4K -81 -5%
NCM
2950
New Capital Management
Texas
$811K – – –
116 117
118
119 120