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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
2876
Elwood & Goetz Wealth Advisory Group
Georgia
$421K – – –
MFWP
2877
Mosaic Family Wealth Partners
Missouri
$421K +$41.1K +319 +10%
BCM
2878
Bayesian Capital Management
New York
$421K +$438K +3,400 New
VV
2879
Verity & Verity
South Carolina
$421K -$23.2K -180 -5%
IIM
2880
InTrack Investment Management
Vermont
$420K +$51.5K +400 +13%
ATIA
2881
American Trust Investment Advisors
New Hampshire
$419K -$28.3K -220 -6%
TCOO
2882
Trust Company of Oklahoma
Oklahoma
$419K -$8.89K -69 -2%
OWA
2883
Opal Wealth Advisors
New York
$419K -$130K -1,006 -23%
BFS
2884
Beacon Financial Strategies
North Carolina
$419K +$129 +1 +0%
PFG
2885
Prosperity Financial Group
California
$417K -$5.02K -39 -1%
HHAA
2886
Henry H. Armstrong Associates
Pennsylvania
$416K +$17.9K +139 +4%
WCG
2887
Weaver Consulting Group
California
$414K – – –
GB
2888
Goepper Burkhardt
South Carolina
$414K – – –
BFIC
2889
Bedell Frazier Investment Counselling
California
$413K – – –
SW
2890
SkyOak Wealth
Michigan
$413K +$129 +1 +0%
WCM Investment Management
2891
WCM Investment Management
California
$413K +$128K +993 +45%
FA
2892
Fermata Advisors
California
$412K +$429K +3,331 New
MCG
2893
McCollum Christoferson Group
New York
$412K – – –
AMCA
2894
Arthur M. Cohen & Associates
Illinois
$412K +$77.3K +600 +22%
LFG
2895
Lockerman Financial Group
California
$411K -$7.86K -61 -2%
BBA
2896
Braun-Bostich & Associates
Pennsylvania
$410K +$56.7K +440 +15%
CRWM
2897
Castle Rock Wealth Management
California
$410K +$258 +2 +0.1%
PHWM
2898
Pine Harbor Wealth Management
Maryland
$410K +$902 +7 +0.2%
PPW
2899
Pasadena Private Wealth
California
$410K – – –
FA
2900
Fiducient Advisors
Illinois
$409K +$128K +996 +44%