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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3651
Gratus Wealth Advisors
Virginia
$900K -$8.19K -11 -0.9%
IW
3652
Instrumental Wealth
Florida
$900K +$121K +163 +14%
BBPWM
3653
Blue Bell Private Wealth Management
Pennsylvania
$900K +$74.4K +100 +9%
PW
3654
PUREfi Wealth
Massachusetts
$899K +$39.4K +53 +5%
SWM
3655
Shakespeare Wealth Management
Wisconsin
$898K -$21.6K -29 -2%
YWS
3656
Yarger Wealth Strategies
Ohio
$898K +$17.1K +23 +2%
RFA
3657
Register Financial Advisors
Georgia
$891K +$5.95K +8 +0.7%
GK
3658
Graney & King
New York
$889K – – –
FLP
3659
Financial Life Planners
Arizona
$888K +$37.2K +50 +4%
LNB
3660
Ledyard National Bank
$888K -$97.5K -131 -10%
T
3661
Tableaux
Massachusetts
$887K +$427K +574 +91%
CAM
3662
Chesapeake Asset Management
New York
$886K +$744 +1 +0.1%
CA
3663
Crumly & Associates
Illinois
$885K +$89.3K +120 +11%
RFW
3664
Rainier Family Wealth
Washington
$885K +$63.3K +85 +8%
CH
3665
Canton Hathaway
Rhode Island
$884K +$5.21K +7 +0.6%
RW
3666
RVW Wealth
California
$884K -$151K -203 -14%
BWM
3667
Brown Wealth Management
Illinois
$884K +$266K +357 +42%
FA
3668
FSA Advisors
Michigan
$883K +$134K +180 +18%
PAM
3669
Peak Asset Management
Colorado
$883K – – –
VAF
3670
Values Added Financial
District of Columbia
$883K +$15.6K +21 +2%
BDA
3671
Borer Denton & Associates
Pennsylvania
$879K – – –
FUBT
3672
First United Bank & Trust
Maryland
$878K +$21.6K +29 +2%
VC
3673
Veery Capital
Delaware
$876K -$7.44K -10 -0.8%
CCP
3674
Carmel Capital Partners
California
$870K -$32.7K -44 -4%
PPC
3675
Pennington Partners & Co
Maryland
$869K +$211K +283 +31%
145 146
147
148 149