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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
5776
Birmingham Capital Management
Alabama
$496K +$41.8K +100 +8%
LHEI
5777
Leo H. Evart Inc
California
$496K +$560K +1,339 New
EFG
5778
Ehrlich Financial Group
California
$493K +$46K +110 +9%
HC
5779
Hoese & Co
Minnesota
$493K +$41.8K +100 +8%
BWL
5780
Beacon Wealthcare LLC
North Carolina
$492K – – –
BBL
5781
Beck Bode LLC
Massachusetts
$492K +$164K +392 +42%
ATC
5782
Advantage Trust Company
Kansas
$492K – – –
MFS
5783
McNamara Financial Services
Massachusetts
$491K +$238K +568 +75%
DF
5784
Downshift Financial
Colorado
$491K +$29.3K +70 +6%
BAM
5785
Banta Asset Management
California
$491K – – –
SC
5786
Scratch Capital
Idaho
$490K +$69.9K +167 +14%
SF
5787
Seek First
California
$490K +$1.25K +3 +0.2%
LAM
5788
Lountzis Asset Management
Pennsylvania
$488K +$31.4K +75 +6%
DWM
5789
DKM Wealth Management
California
$486K +$7.53K +18 +1%
WCM
5790
WealthTrak Capital Management
Virginia
$486K -$6.7K -16 -1%
SOWAS
5791
Silver Oak Wealth Advisors Services
California
$485K -$207K -494 -27%
FP
5792
FFG Partners
Florida
$483K -$600K -1,435 -52%
BWM
5793
BCGM Wealth Management
Indiana
$481K -$43.9K -105 -7%
RWP
5794
Ridgeline Wealth Planning
Ohio
$481K +$16.3K +39 +3%
DWA
5795
Delta Wealth Advisors
Indiana
$480K -$8.79K -21 -2%
ARA
5796
Approach Retirement Advisors
Alabama
$480K +$52.7K +126 +11%
RWA
5797
Resolute Wealth Advisor
Ohio
$478K +$540K +1,291 New
BHWM
5798
Bay Harbor Wealth Management
Maryland
$478K -$33.5K -80 -6%
IDBONY
5799
Israel Discount Bank of New York
New York
$475K -$25.9K -62 -5%
OAG
5800
Oakmont Advisory Group
New Mexico
$474K +$98.8K +236 +23%
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