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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Canvas Wealth Advisors
Kansas
$282K +$259K +4,590 New
TWA
2052
TCI Wealth Advisors
Arizona
$281K +$2.25K +40 +0.9%
CCM
2053
Cohen Capital Management
California
$281K +$260K +4,620 New
EIG
2054
Ellenbecker Investment Group
Wisconsin
$280K -$9.59K -170 -4%
APG
2055
Abacus Planning Group
South Carolina
$279K – – –
EF
2056
Exeter Financial
Arizona
$279K +$255K +4,520 New
MHWM
2057
Montz Harcus Wealth Management
Louisiana
$278K – – –
FF
2058
Fluent Financial
Texas
$278K +$2.25K +40 +0.9%
BFC
2059
Bedel Financial Consulting
Indiana
$278K -$1.69K -30 -0.7%
CWP
2060
Core Wealth Partners
California
$278K +$258K +4,570 New
KHCM
2061
Kirtland Hills Capital Management
Ohio
$277K +$256K +4,540 New
BBA
2062
Braun-Bostich & Associates
Pennsylvania
$277K – – –
EBA
2063
Eagle Bay Advisors
New York
$276K -$34.4K -610 -12%
FG
2064
Foster Group
Iowa
$276K -$74.4K -1,320 -23%
SFC
2065
SYM Financial Corp
Indiana
$276K +$12.4K +220 +5%
HFAS
2066
Hummer Financial Advisory Services
Illinois
$275K – – –
4WM
2067
4J Wealth Management
Virginia
$275K -$37.8K -670 -13%
REMPR
2068
Roof Eidam Maycock Peralta (REMP)
California
$273K – – –
PTC
2069
Petrus Trust Company
Texas
$273K +$254K +4,500 New
CFA
2070
Capstone Financial Advisors
Illinois
$273K +$7.33K +130 +3%
BFIC
2071
Bedell Frazier Investment Counselling
California
$272K -$18.6K -330 -7%
CPA
2072
Capital Planning Advisors
California
$272K +$12.4K +220 +5%
PPA
2073
Painted Porch Advisors
California
$272K +$253K +4,480 New
SAI
2074
Savvy Advisors Inc
New York
$272K +$253K +4,480 New
WAM
2075
Worth Asset Management
Texas
$271K +$252K +4,470 New
81 82
83
84 85