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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
4501
Yeomans Consulting Group
Georgia
$809K -$97.8K -777 -13%
DI
4502
Disciplined Investors
Texas
$803K +$106K +844 +20%
PMIA
4503
Patrick Mauro Investment Advisor
Illinois
$798K – – –
SDWMA
4504
Schneider Downs Wealth Management Advisors
Pennsylvania
$795K -$341K -2,709 -35%
GLLW
4505
Graves Light Lenhart Wealth
Virginia
$794K -$3.27K -26 -0.5%
DSA
4506
Droms Strauss Advisors
Missouri
$793K -$25.4K -202 -4%
CCA
4507
Conservest Capital Advisors
Pennsylvania
$793K +$63.3K +503 +11%
IWP
4508
IAG Wealth Partners
Wisconsin
$792K – – –
BNMT
4509
Bawa N Mallick Trust
New York
$790K – – –
CCI
4510
Credit Capital Investments
New Jersey
$790K +$126K +1,000 +25%
CCM
4511
Corsair Capital Management
New York
$790K +$629K +5,000 New
IFO
4512
Intrepid Family Office
Florida
$790K +$629K +5,000 New
BA
4513
Brightwater Advisory
Florida
$787K +$4.53K +36 +0.7%
PBK
4514
Peoples Bank (Kansas)
Kansas
$787K +$127K +1,010 +25%
EC
4515
Estate Counselors
Wisconsin
$784K – – –
MWP
4516
Meredith Wealth Planning
Illinois
$783K +$15.7K +125 +3%
IJWM
4517
Inman Jager Wealth Management
Mississippi
$781K -$552K -4,390 -47%
TT
4518
TI-Trust
Illinois
$781K +$94.4K +750 +18%
CW
4519
Code Waechter
Florida
$780K +$3.27K +26 +0.5%
IAMOG
4520
Investors Asset Management of Georgia
Georgia
$780K +$120K +950 +24%
FFM
4521
Flagstone Financial Management
Nebraska
$779K +$47.9K +381 +8%
AWM
4522
Apex Wealth Management
New Hampshire
$774K +$48.7K +387 +9%
FSC
4523
Full Sail Capital
Oklahoma
$773K +$22.4K +178 +4%
CIAS
4524
CBIZ Investment Advisory Services
Ohio
$772K +$84.8K +674 +16%
CWM
4525
CarsonAllaria Wealth Management
Illinois
$771K +$15.7K +125 +3%
179 180
181
182 183