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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2851
Talisman Wealth Advisors
New Jersey
$343K -$8.54K -70 -2%
B
2852
Barings
North Carolina
$340K – – –
DFP
2853
Defined Financial Planning
California
$340K +$48.8K +400 +17%
BIA
2854
Bell Investment Advisors
California
$339K -$18.3K -150 -5%
LCM
2855
LCM Capital Management
Illinois
$339K -$165K -1,350 -32%
PCM
2856
Payne Capital Management
New York
$339K – – –
BC
2857
Brio Consultants
California
$339K +$45.2K +370 +15%
CWM
2858
C2C Wealth Management
Arizona
$338K – – –
HCM
2859
Hengehold Capital Management
Ohio
$338K +$11K +90 +3%
TFP
2860
Triune Financial Partners
Kansas
$337K +$343K +2,810 New
TCM
2861
TABR Capital Management
California
$337K +$7.32K +60 +2%
ATI
2862
Act Two Investors
California
$336K – – –
HWM
2863
Hobbs Wealth Management
Indiana
$336K +$40.3K +330 +13%
BCM
2864
Boltwood Capital Management
California
$336K +$45.2K +370 +15%
AFP
2865
Alpha Financial Partners
Kentucky
$336K +$1.22K +10 +0.4%
MAG
2866
Mayfair Advisory Group
Alabama
$334K – – –
WWM
2867
Wiser Wealth Management
Georgia
$334K +$15.9K +130 +5%
LAS
2868
LWM Advisory Services
Florida
$333K -$46.4K -380 -12%
GFA
2869
Gallagher Fiduciary Advisors
Illinois
$333K -$437K -3,580 -56%
SHF
2870
Stage Harbor Financial
Massachusetts
$333K -$20.7K -170 -6%
PMG
2871
ProVise Management Group
Florida
$333K -$7.32K -60 -2%
GWM
2872
GSB Wealth Management
Connecticut
$333K +$1.22K +10 +0.4%
WAM
2873
WNY Asset Management
New York
$333K +$42.7K +350 +14%
CL
2874
CVFG LLC
Indiana
$333K – – –
WCM
2875
Wedge Capital Management
North Carolina
$332K -$30.5K -250 -8%
113 114
115
116 117