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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2076
Financial Insights
Washington
$581K -$123K -1,490 -19%
CIAS
2077
CFS Investment Advisory Services
New Jersey
$581K +$195K +2,370 +57%
RGC
2078
Roberts, Glore & Co
Illinois
$580K -$4.12K -50 -0.8%
HCA
2079
Horan Capital Advisors
Ohio
$579K -$24.7K -300 -4%
VCAM
2080
Van Cleef Asset Management
Ohio
$579K – – –
KCM
2081
Kathmere Capital Management
Pennsylvania
$578K -$37K -450 -6%
WC
2082
Weil Company
California
$578K +$78.2K +950 +17%
BWP
2083
Baldwin Wealth Partners
Massachusetts
$576K -$198K -2,410 -27%
VHAM
2084
Van Hulzen Asset Management
California
$576K -$86.4K -1,050 -14%
AAG
2085
Armstrong Advisory Group
Massachusetts
$575K +$29.6K +360 +6%
FMTC
2086
Farmers & Merchants Trust Company
California
$572K +$9.05K +110 +2%
GAMC
2087
Garner Asset Management Corp
Texas
$571K – – –
SVCP
2088
Silicon Valley Capital Partners
California
$570K +$181K +2,200 +52%
CFFP
2089
Center for Financial Planning
Michigan
$570K +$198K +2,400 +60%
CF
2090
Cyr Financial
Illinois
$567K +$523K +6,360 New
AWM
2091
Ariadne Wealth Management
California
$566K +$37K +450 +9%
BWA
2092
Blodgett Wealth Advisors
California
$566K +$173K +2,100 +49%
MLA
2093
My Legacy Advisors
Oregon
$565K +$39.5K +480 +8%
PFS
2094
Prospect Financial Services
New York
$562K +$37.9K +460 +8%
WFAG
2095
Worth Financial Advisory Group
North Carolina
$562K +$29.6K +360 +6%
SDWMA
2096
Schneider Downs Wealth Management Advisors
Pennsylvania
$559K -$41.2K -500 -7%
WAG
2097
Winthrop Advisory Group
Massachusetts
$557K – – –
RWA
2098
River Wealth Advisors
Pennsylvania
$557K +$4.12K +50 +0.8%
MWM
2099
Mindset Wealth Management
Indiana
$554K +$54.3K +660 +12%
FA
2100
FDx Advisors
Illinois
$553K -$1.65K -20 -0.3%
82 83
84
85 86