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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
4076
Graham Capital Wealth Management
District of Columbia
$560K – – –
VCWM
4077
Vista Cima Wealth Management
Arizona
$558K -$683K -918 -55%
LTL
4078
Lowery Thomas LLC
California
$557K – – –
WA1
4079
Wimmer Associates 1
California
$557K – – –
LFA
4080
Level Financial Advisors
New York
$555K – – –
CPCP
4081
Cedar Point Capital Partners
Iowa
$553K -$2.98K -4 -0.5%
VFP
4082
Verus Financial Partners
Virginia
$553K -$9.68K -13 -2%
TF
4083
Tudor Financial
Ohio
$552K +$20.8K +28 +4%
CF
4084
Claris Financial
Virginia
$551K +$32K +43 +6%
RWA
4085
Roberts Wealth Advisors
California
$549K -$18.6K -25 -3%
VEA
4086
Virtus ETF Advisers
New York
$549K -$242K -325 -30%
OCFG
4087
O'Connor Financial Group
Illinois
$548K +$8.93K +12 +2%
SIC
4088
Sage Investment Counsel
Tennessee
$548K +$744 +1 +0.1%
OFG
4089
Opulen Financial Group
Virginia
$547K +$13.4K +18 +2%
SCA
4090
Stillwater Capital Advisors
Pennsylvania
$546K – – –
VFIC
4091
Valley Forge Investment Consultants
Pennsylvania
$546K -$185K -249 -25%
ACM
4092
Andina Capital Management
Utah
$545K -$95.3K -128 -15%
SAM
4093
Summit Asset Management
Tennessee
$544K -$82.6K -111 -13%
TIM
4094
Total Investment Management
Arizona
$544K -$64K -86 -10%
SNBOSD
4095
Security National Bank of So Dak
Iowa
$543K +$15.6K +21 +3%
SWM
4096
Schwallier Wealth Management
Michigan
$543K +$1.49K +2 +0.3%
PJSIMP
4097
P.J. Schmidt Investment Management (PJS)
Wisconsin
$542K +$5.95K +8 +1%
GPW
4098
Gray Private Wealth
Massachusetts
$542K -$8.19K -11 -1%
HPIA
4099
Hamilton Point Investment Advisors
North Carolina
$542K +$1.49K +2 +0.3%
TFA
4100
Trinity Financial Advisors
Ohio
$542K -$107K -144 -16%
162 163
164
165 166