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Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
2951
Brady Family Wealth
Missouri
$2.56M +$51.5K +436 +2%
FFWA
2952
FRG Family Wealth Advisors
Washington
$2.56M +$126K +1,070 +5%
PIA
2953
Pinion Investment Advisors
Kansas
$2.55M +$318K +2,688 +15%
CA
2954
Centerpoint Advisors
Massachusetts
$2.55M -$679K -5,745 -21%
EMFAT
2955
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.54M – – –
CIC
2956
Chilton Investment Company
Connecticut
$2.54M -$1.11M -9,411 -31%
4WM
2957
49 Wealth Management
Texas
$2.54M +$825K +6,986 +50%
F4L
2958
Fortune 45 LLC
Louisiana
$2.54M -$8.62K -73 -0.3%
GSC
2959
G&S Capital
Colorado
$2.54M +$48.8K +413 +2%
HWMO
2960
Heritage Wealth Management (Ohio)
Ohio
$2.53M -$589K -4,985 -19%
SW
2961
StrongBox Wealth
Missouri
$2.53M +$261K +2,210 +12%
UWPG
2962
Ullmann Wealth Partners Group
Florida
$2.53M -$262K -2,219 -10%
WWC
2963
Waypoint Wealth Counsel
Georgia
$2.53M +$337K +2,852 +16%
NCTC
2964
New Covenant Trust Company
Indiana
$2.53M +$471K +3,989 +24%
LFA
2965
Lauterbach Financial Advisors
Texas
$2.53M +$2.13K +18 +0.1%
WMWM
2966
Whitaker-Myers Wealth Managers
Ohio
$2.52M -$150K -1,272 -6%
AF
2967
Aldebaran Financial
$2.52M -$40.6K -344 -2%
EA
2968
Eclectic Associates
California
$2.52M -$235K -1,992 -9%
KMWM
2969
Keudell/Morrison Wealth Management
Oregon
$2.51M +$15.6K +132 +0.6%
LSIA
2970
LaSalle St. Investment Advisors
Illinois
$2.51M +$621K +5,255 +34%
LFGO
2971
Legacy Financial Group (Oklahoma)
Oklahoma
$2.51M +$419K +3,549 +23%
FMP
2972
Financial Management Professionals
Texas
$2.51M -$168K -1,426 -6%
LPAM
2973
Lodestar Private Asset Management
California
$2.51M +$157K +1,330 +7%
CA
2974
Calton & Associates
Florida
$2.51M +$266K +2,251 +12%
EWM
2975
Evermay Wealth Management
Virginia
$2.51M +$55K +466 +2%
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119
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