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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2901
First Command Advisory Services
Texas
$5.73M +$1.18M +6,749 +28%
1IA
2902
1834 Investment Advisors
Wisconsin
$5.73M +$105K +603 +2%
ARMT
2903
Amica Retiree Medical Trust
Rhode Island
$5.72M – – –
WA
2904
Wealth Architects
California
$5.71M -$146K -840 -3%
BCM
2905
Boreal Capital Management
Florida
$5.7M -$398K -2,282 -7%
TCM
2906
Triumph Capital Management
Colorado
$5.68M -$1.57K -9 -0%
SCM
2907
Spreng Capital Management
Ohio
$5.67M -$360K -2,065 -6%
WAM
2908
Wakefield Asset Management
Colorado
$5.66M +$3.49K +20 +0.1%
MP
2909
McDonald Partners
Ohio
$5.65M -$2.33M -13,391 -31%
AA
2910
Argent Advisors
Louisiana
$5.65M +$809K +4,643 +18%
TCG
2911
Transcendent Capital Group
Oklahoma
$5.64M +$1.84M +10,546 +54%
CPSC
2912
Carl P. Sherr & Co
Massachusetts
$5.63M +$523 +3 +0%
SFO
2913
Stokes Family Office
Louisiana
$5.63M -$1.13M -6,507 -18%
MWM
2914
Mascagni Wealth Management
Mississippi
$5.61M +$165K +945 +3%
CFAM
2915
Center For Asset Management
Florida
$5.61M -$412K -2,363 -7%
SIAG
2916
Safeguard Investment Advisory Group
California
$5.6M -$477K -2,735 -8%
GWM
2917
GSB Wealth Management
Connecticut
$5.6M -$409K -2,348 -7%
PAW
2918
Plan A Wealth
Nebraska
$5.6M +$95.5K +548 +2%
PAS
2919
PKS Advisory Services
New York
$5.59M +$263K +1,511 +5%
FUBT
2920
First United Bank & Trust
Maryland
$5.58M -$177K -1,016 -3%
SSA
2921
SSA Swiss Advisors
$5.57M – – –
FFL
2922
Future Fund LLC
Illinois
$5.57M -$829K -4,754 -14%
MFC
2923
Mechanics Financial Corp
Ohio
$5.57M +$86.3K +495 +2%
AWA
2924
AGH Wealth Advisors
Kansas
$5.57M -$342K -1,962 -6%
PMWMG
2925
Parr McKnight Wealth Management Group
Minnesota
$5.57M +$2.56M +14,682 +97%
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