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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
3001
Heritage Wealth Management (Ohio)
Ohio
$2.8M +$658K +5,192 +25%
GJIA
3002
Glass Jacobson Investment Advisors
Maryland
$2.8M – – –
AL
3003
Aspiriant LLC
California
$2.8M +$296K +2,332 +10%
F4L
3004
Fortune 45 LLC
Louisiana
$2.8M +$429K +3,382 +15%
BFG
3005
Bouchey Financial Group
New York
$2.79M +$980K +7,736 +43%
SIA
3006
SeaBridge Investment Advisors
New Jersey
$2.79M +$108K +850 +3%
SC
3007
Sierra Capital
Florida
$2.79M -$361K -2,850 -10%
WAM
3008
Wallington Asset Management
Indiana
$2.78M – – –
CVA
3009
Central Valley Advisors
California
$2.78M -$370K -2,921 -10%
FWC
3010
First Washington Corp
Washington
$2.77M +$3.24M +25,586 New
QCIG
3011
Quad-Cities Investment Group
Iowa
$2.77M +$375K +2,959 +13%
GA
3012
Guerra Advisors
Florida
$2.77M +$776K +6,121 +31%
WCG
3013
Weaver Consulting Group
California
$2.76M +$196K +1,546 +6%
KIC
3014
Kensington Investment Counsel
California
$2.75M -$213K -1,681 -6%
PA
3015
PFW Advisors
Georgia
$2.75M +$54.2K +428 +2%
SPF
3016
South Plains Financial
Texas
$2.75M +$232K +1,831 +8%
HFS
3017
Heritage Financial Services
Massachusetts
$2.75M -$52.7K -416 -2%
DFA
3018
Davies Financial Advisors
California
$2.75M -$180K -1,420 -5%
IPAM
3019
Investment Partners Asset Management
New Jersey
$2.75M +$321K +2,529 +11%
LA
3020
Lifeworks Advisors
Michigan
$2.75M +$62.6K +494 +2%
BAWC
3021
Boyce & Associates Wealth Consulting
Texas
$2.74M -$101K -795 -3%
BOM
3022
Bank of Marin
California
$2.74M +$56.1K +443 +2%
SPWG
3023
Sage Private Wealth Group
Illinois
$2.73M -$117K -923 -4%
ALA
3024
Atlas Legacy Advisors
California
$2.73M +$1.9K +15 +0.1%
WM
3025
Whitford Management
New York
$2.73M -$4.45M -35,124 -58%
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