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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1876
Smith Group Asset Management
Texas
$377K +$350K +6,200 New
WDG
1877
Wealth Dimensions Group
Ohio
$375K +$348K +6,170 New
RCG
1878
Ruane, Cunniff & Goldfarb
New York
$374K – – –
DA
1879
DSC Advisors
Illinois
$374K +$16.9K +300 +5%
DC
1880
Darrow Company
Massachusetts
$371K +$344K +6,110 New
NIC
1881
Northwest Investment Counselors
Oregon
$371K +$344K +6,110 New
ONST
1882
Old North State Trust
North Carolina
$371K +$344K +6,110 New
BA
1883
Ballast Advisors
Minnesota
$370K +$4.51K +80 +1%
CG
1884
Cynosure Group
Utah
$370K -$1.43M -25,400 -81%
6F
1885
626 Financial
Michigan
$370K – – –
TA
1886
TruWealth Advisors
Louisiana
$369K +$1.13K +20 +0.3%
WFPG
1887
Waller Financial Planning Group
Ohio
$369K – – –
S
1888
Sunpointe
Missouri
$368K -$14.1K -250 -4%
JCM
1889
Jacobsen Capital Management
Utah
$368K +$19.2K +340 +6%
SSWM
1890
Strait & Sound Wealth Management
California
$367K -$50.2K -890 -13%
CWS
1891
Cypress Wealth Services
California
$367K +$2.25K +40 +0.7%
IAG
1892
Investmark Advisory Group
Connecticut
$366K +$340K +6,030 New
PSA
1893
Plum Street Advisors
Louisiana
$365K +$290K +5,150 New
FWP
1894
Falcon Wealth Planning
California
$364K +$55.8K +990 +20%
SOAMC
1895
Spirit of America Management Corp
New York
$364K – – –
SFPG
1896
Stonebridge Financial Planning Group
Florida
$364K – – –
WIC
1897
Whitegate Investment Counselors
New Hampshire
$364K – – –
RH
1898
RFG Holdings
Texas
$364K +$338K +6,000 New
ST
1899
Smithfield Trust
Pennsylvania
$364K +$11.3K +200 +3%
FWCM
1900
Ferguson Wellman Capital Management
Oregon
$364K +$18K +320 +6%
74 75
76
77 78