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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2926
1900 Wealth Management
Texas
$829K +$16K +33 +2%
PIP
2927
Peachtree Investment Partners
Florida
$829K +$163K +335 +26%
EFG
2928
Embree Financial Group
Illinois
$828K +$73.9K +152 +10%
WF
2929
WoodTrust Financial
Wisconsin
$828K – – –
RWI
2930
Red Wave Investments
Pennsylvania
$827K – – –
TSWM
2931
Tyler-Stone Wealth Management
Ohio
$826K +$71.5K +147 +10%
GSC
2932
G&S Capital
Colorado
$826K +$591K +1,216 +271%
TWM
2933
Trevian Wealth Management
Massachusetts
$825K – – –
OFS
2934
OneAscent Financial Services
Alabama
$825K +$80.2K +165 +11%
PCMU
2935
Paragon Capital Management (Utah)
Utah
$825K -$157K -324 -17%
MC
2936
Montag & Caldwell
Georgia
$824K – – –
WOSD
2937
WFA of San Diego
California
$823K +$794K +1,633 New
TSMHT
2938
Thurston Springer Miller Herd & Titak
Indiana
$823K +$794K +1,633 New
BFO
2939
Boston Family Office
Massachusetts
$823K -$18K -37 -2%
DJYG
2940
David J. Yvars Group
Florida
$822K +$53K +109 +7%
PRS
2941
Pinkerton Retirement Specialists
Idaho
$822K -$118K -243 -13%
ACP
2942
Aveo Capital Partners
Colorado
$820K -$396K -814 -33%
SWM
2943
Shelton Wealth Management
Texas
$819K +$177K +365 +29%
HAM
2944
Harmony Asset Management
Arizona
$819K +$283K +582 +56%
CWM
2945
Castle Wealth Management
Florida
$814K +$37.9K +78 +5%
MFC
2946
Mechanics Financial Corp
Ohio
$814K +$19.4K +40 +3%
CBFP
2947
Cedar Brook Financial Partners
Ohio
$812K -$714K -1,468 -48%
RB
2948
Renasant Bank
Mississippi
$812K -$39.4K -81 -5%
NCM
2949
New Capital Management
Texas
$811K – – –
PT
2950
Plimoth Trust
Massachusetts
$810K – – –
116 117
118
119 120