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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3501
Emerald Advisors
Washington
$494K +$35K +68 +9%
CCM
3502
Chiron Capital Management
Florida
$492K – – –
CWM
3503
Cahaba Wealth Management
Georgia
$492K -$29.8K -58 -6%
EWM
3504
Echo Wealth Management
Minnesota
$492K -$74.6K -145 -15%
YWS
3505
Yarger Wealth Strategies
Ohio
$490K +$8.23K +16 +2%
CAG
3506
Compass Advisory Group
New York
$490K -$292K -568 -40%
FP
3507
Foundry Partners
Minnesota
$489K -$28.3K -55 -6%
S
3508
Sachetta
Massachusetts
$489K +$60.2K +117 +16%
WCAMG
3509
Woodard & Company Asset Management Group
North Carolina
$488K +$53K +103 +14%
CW
3510
Code Waechter
Florida
$488K +$439K +853 New
WA
3511
WESPAC Advisors
California
$488K -$7.72K -15 -2%
FG
3512
Fairman Group
Pennsylvania
$487K – – –
CPM
3513
Connective Portfolio Management
New York
$487K -$2.78M -5,400 -84%
BC
3514
Brio Consultants
California
$487K – – –
VR
3515
Valued Retirements
Texas
$487K – – –
VIM
3516
Vista Investment Management
Pennsylvania
$485K +$6.17K +12 +1%
PWA
3517
Provenance Wealth Advisors
Florida
$484K – – –
BWM
3518
Birchcreek Wealth Management
Ohio
$484K +$172K +334 +65%
LC
3519
LCNB Corp
Ohio
$483K – – –
GGV
3520
GG Group Ventures
Florida
$481K +$16.5K +32 +4%
OPOWM
3521
One Plus One Wealth Management
Florida
$481K – – –
SCA
3522
St. Clair Advisors
Ohio
$481K +$60.7K +118 +16%
BCP
3523
Blue Chip Partners
Michigan
$480K +$10.8K +21 +3%
AG
3524
Advocate Group
Minnesota
$479K -$193K -375 -31%
TDWM
3525
Topel & Distasi Wealth Management
California
$479K -$48.4K -94 -10%
139 140
141
142 143