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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1851
CKW Financial Group
Hawaii
$430K – – –
WOC
1852
West Oak Capital
California
$430K – – –
MCM
1853
Mill Capital Management
North Carolina
$430K +$426K +2,581 New
RW
1854
Rede Wealth
Virginia
$428K -$34K -206 -7%
HP
1855
HT Partners
Connecticut
$427K – – –
ML
1856
McAdam LLC
Pennsylvania
$426K +$1.81K +11 +0.4%
SAM
1857
Summit Asset Management
Tennessee
$425K +$16.5K +100 +4%
SPC
1858
Stewart & Patten Company
California
$424K – – –
DHFB
1859
Dixon Hubard Feinour & Brown
Virginia
$424K +$122K +737 +41%
CIP
1860
Convergence Investment Partners
Florida
$423K -$20.6K -125 -5%
FCM
1861
Fourpath Capital Management
Oklahoma
$422K +$418K +2,534 New
SDWMA
1862
Schneider Downs Wealth Management Advisors
Pennsylvania
$421K – – –
HC
1863
Hendley & Co
Ohio
$420K – – –
SIC
1864
SJS Investment Consulting
Ohio
$420K +$415K +2,519 New
ES
1865
Eagle Strategies
New York
$420K +$416K +2,520 New
CM
1866
Caption Management
Oklahoma
$418K +$412K +2,500 New
SG
1867
Stonnington Group
California
$417K +$132K +800 +41%
BCM
1868
Bluefin Capital Management
New York
$417K +$412K +2,500 New
RWI
1869
Red Wave Investments
Pennsylvania
$416K +$8.25K +50 +2%
LWP
1870
Legacy Wealth Planning
Nevada
$415K +$165 +1 +0%
FW
1871
FirstPurpose Wealth
Utah
$414K +$409K +2,482 New
RB
1872
Renasant Bank
Mississippi
$414K +$410K +2,484 New
IA
1873
IFG Advisory
Georgia
$413K -$16.8K -102 -4%
SWA
1874
Sutton Wealth Advisors
Florida
$412K +$165 +1 +0%
1WA
1875
180 Wealth Advisors
Washington
$410K -$12.4K -75 -3%
73 74
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76 77