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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4026
Schwallier Wealth Management
Michigan
$544K -$201K -325 -31%
FH
4027
Financial Harvest
Florida
$544K +$455K +737 New
FMTCOCP
4028
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$544K -$14.2K -23 -3%
HPIA
4029
Hamilton Point Investment Advisors
North Carolina
$544K – – –
BFA
4030
Benedict Financial Advisors
Georgia
$543K – – –
API
4031
Asset Planning Inc
California
$541K – – –
EWA
4032
Elevate Wealth Advisory
Georgia
$539K -$248K -402 -36%
AV
4033
Aspiring Ventures
Ohio
$539K +$43.3K +70 +11%
PJSIMP
4034
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K +$19.8K +32 +5%
SW
4035
Solidarity Wealth
Utah
$537K -$7.13M -11,538 -94%
BPW
4036
BLVD Private Wealth
Kentucky
$537K +$450K +728 New
MMHP
4037
Murphy Middleton Hinkle & Parker
Georgia
$537K – – –
OFG
4038
Opulen Financial Group
Virginia
$536K +$98.9K +160 +28%
RA
4039
Resolute Advisors
California
$536K +$90.8K +147 +25%
FDCP
4040
Foster Dykema Cabot & Partners
Massachusetts
$535K – – –
CB
4041
Chris Bulman
California
$534K +$72.3K +117 +19%
TF
4042
Tudor Financial
Ohio
$534K +$1.24K +2 +0.3%
QWM
4043
Quaker Wealth Management
New Jersey
$533K +$447K +723 New
EFMH
4044
E Fund Management (HK)
Hong Kong
$533K +$21K +34 +5%
CCM
4045
Charter Capital Management
Wisconsin
$532K +$446K +721 New
SNBOSD
4046
Security National Bank of So Dak
Iowa
$531K – – –
SWMG
4047
Sard Wealth Management Group
Georgia
$530K +$13K +21 +3%
LIM
4048
Lathrop Investment Management
Arkansas
$530K +$45.1K +73 +11%
FWA
4049
FSC Wealth Advisors
New York
$529K – – –
LCM
4050
LVM Capital Management
Michigan
$528K -$49.4K -80 -10%
160 161
162
163 164