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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
3251
Cassia Capital Partners
North Carolina
$252K +$248K +748 New
IIA
3252
Integral Investment Advisors
California
$251K +$248K +747 New
NWM
3253
Northcape Wealth Management
New York
$250K +$247K +744 New
TA
3254
TrueWealth Advisors
Alabama
$250K +$247K +744 New
FBA
3255
Front Barnett Associates
Illinois
$249K -$13.3K -40 -5%
MCM
3256
Monarch Capital Management
Indiana
$249K -$6.97K -21 -3%
CCM
3257
Chickasaw Capital Management
Tennessee
$249K – – –
WFMPM
3258
Woodley Farra Manion Portfolio Management
Indiana
$249K – – –
MRWM
3259
ML&R Wealth Management
Texas
$248K +$245K +738 New
TCOO
3260
Trust Company of Oklahoma
Oklahoma
$248K -$3.32K -10 -1%
SWG
3261
Summit Wealth Group
Vermont
$247K -$53.5K -161 -18%
AAM
3262
Augustine Asset Management
Florida
$247K -$4.65K -14 -2%
EAM
3263
Empirical Asset Management
Massachusetts
$247K +$243K +733 New
I
3264
IMPACTfolio
Colorado
$247K +$244K +735 New
CFA
3265
Capstone Financial Advisors
Illinois
$246K -$31.2K -94 -11%
LFA
3266
Level Financial Advisors
New York
$245K +$241K +727 New
EHAM
3267
Eagle Harbor Asset Management
Washington
$245K +$241K +727 New
PFA
3268
Pinnacle Family Advisors
Missouri
$244K -$140K -423 -37%
CT
3269
Clearstead Trust
Maine
$244K – – –
MSFP
3270
Mark Sheptoff Financial Planning
Connecticut
$244K – – –
PFA
3271
Plotkin Financial Advisors
Maryland
$244K +$16.6K +50 +7%
WWG
3272
West Wealth Group
California
$243K +$241K +725 New
WMP
3273
Wealth Management Partners
Arizona
$243K +$332K +1,000 New
ZCI
3274
Zevenbergen Capital Investments
Washington
$242K – – –
LWMM
3275
Legacy Wealth Management (Mississippi)
Mississippi
$240K -$8.3K -25 -3%
129 130
131
132 133