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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2626
Bedel Financial Consulting
Indiana
$889K +$28.7K +640 +3%
CWA
2627
Choice Wealth Advisors
Maine
$887K +$73.9K +1,650 +9%
NB
2628
Northwest Bancshares
Pennsylvania
$887K – – –
AL
2629
Aspiriant LLC
California
$879K +$111K +2,480 +14%
HP
2630
HT Partners
Connecticut
$878K +$50.2K +1,120 +6%
AFA
2631
American Financial Advisors
Georgia
$877K +$27.3K +610 +3%
LAS
2632
LWM Advisory Services
Florida
$875K -$10.3K -230 -1%
APG
2633
Abacus Planning Group
South Carolina
$875K +$278K +6,210 +45%
NFA
2634
Northern Financial Advisors
Michigan
$874K -$115K -2,560 -11%
HGWM
2635
Horst & Graben Wealth Management
Oregon
$871K +$35.8K +800 +4%
AA
2636
AlphaQ Advisors
Florida
$870K -$49.3K -1,100 -5%
PR
2637
Payden & Rygel
California
$870K – – –
PRIG
2638
Payden & Rygel Investment Group
California
$870K +$896K +20,000 New
MHR
2639
Matthew Hamilton Rosenberg
$867K – – –
RCG
2640
Rock Creek Group
District of Columbia
$863K -$429K -9,580 -33%
KFI
2641
Key Financial Inc
Pennsylvania
$862K +$9.41K +210 +1%
TIA
2642
Traphagen Investment Advisors
New Jersey
$859K +$17.5K +390 +2%
F4L
2643
Fortune 45 LLC
Louisiana
$859K +$30.9K +690 +4%
ARC
2644
Advisor Resource Council
Texas
$859K +$64.5K +1,440 +8%
KCM
2645
Kanawha Capital Management
Virginia
$854K -$11.2K -250 -1%
BONH
2646
Bank of New Hampshire
New Hampshire
$854K +$38.1K +850 +5%
RL
2647
Retireful LLC
Michigan
$853K -$986K -22,000 -53%
CAM
2648
Columbia Asset Management
Michigan
$853K -$20.2K -450 -2%
SWP
2649
Summit Wealth Partners
Florida
$853K +$248K +5,530 +39%
KA
2650
Kure Advisory
Minnesota
$853K +$878K +19,600 New
104 105
106
107 108