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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Centric Wealth Management
Illinois
$235K – – –
CWA
1802
CM Wealth Advisors
Ohio
$235K – – –
AIA
1803
Alera Investment Advisors
Illinois
$235K -$37.6K -480 -15%
UBV
1804
United Bank (Virginia)
Virginia
$235K -$78.4K -1,000 -27%
EIA
1805
Edgemoor Investment Advisors
Maryland
$235K -$26.4K -337 -11%
FL
1806
Fort LP
Maryland
$235K +$208K +2,655 New
WR
1807
WD Rutherford
Oregon
$234K -$1.35M -17,245 -87%
SWP
1808
Semus Wealth Partners
Florida
$234K +$207K +2,642 New
IP
1809
Investment Partners
Ohio
$234K -$2.43K -31 -1%
EWA
1810
Evolution Wealth Advisors
Florida
$233K -$45.6K -582 -18%
GCM
1811
Gables Capital Management
Florida
$232K +$52.9K +675 +35%
WPA
1812
West Paces Advisors
Georgia
$232K -$89.1K -1,136 -30%
CA
1813
CoreCap Advisors
Michigan
$230K +$204K +2,604 New
WAM
1814
Wallington Asset Management
Indiana
$230K +$204K +2,600 New
MCM
1815
Mill Capital Management
North Carolina
$230K -$1.18M -14,999 -85%
LHWM
1816
Lake Hills Wealth Management
Texas
$229K +$203K +2,586 New
PP
1817
PDT Partners
New York
$229K +$203K +2,585 New
MA
1818
MBA Advisors
Pennsylvania
$228K +$202K +2,582 New
SAM
1819
Summit Asset Management
Tennessee
$228K +$202K +2,582 New
MSR
1820
Main Street Research
Connecticut
$228K -$15.7K -200 -7%
MWA
1821
Martel Wealth Advisors
Washington
$228K -$30.4K -387 -12%
DP
1822
Denver PWM
Colorado
$228K +$17.8K +227 +10%
HP
1823
HT Partners
Connecticut
$226K +$201K +2,561 New
TWM
1824
TriaGen Wealth Management
California
$226K -$35.1K -448 -15%
SIC
1825
SJS Investment Consulting
Ohio
$226K +$9.1K +116 +5%
71 72
73
74 75