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Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
4701
Eagle Harbor Asset Management
Washington
$752K -$3.83K -22 -0.5%
KOMWMG
4702
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$752K -$49.5K -284 -7%
KLI
4703
Kelman-Lazarov Inc
Tennessee
$752K -$219K -1,259 -24%
FCM
4704
Firestone Capital Management
Florida
$749K +$157K +902 +29%
TFG
4705
Taylor Financial Group
Virginia
$748K – – –
GPW
4706
Gray Private Wealth
Massachusetts
$748K – – –
WFA
4707
Woodward Financial Advisors
North Carolina
$747K -$35.6K -204 -5%
SLT
4708
St Louis Trust
Missouri
$747K – – –
KPF
4709
K2 Principal Fund
Ontario, Canada
$746K – – –
PA
4710
Prism Advisors
California
$743K +$15.3K +88 +2%
AAM
4711
Ameraudi Asset Management
New York
$743K -$872K -5,000 -56%
SC
4712
Swan Capital
Florida
$742K -$111K -638 -14%
SPI
4713
Santori & Peters Inc
Pennsylvania
$739K +$40.8K +234 +6%
BFS
4714
Bare Financial Services
Pennsylvania
$739K +$46.4K +266 +7%
FNWA
4715
Financial Network Wealth Advisors
Utah
$738K +$101K +582 +17%
CC
4716
Capital Counsel
New York
$737K +$32.2K +185 +5%
SFS
4717
Searcy Financial Services
Kansas
$736K +$30.7K +176 +5%
CFP
4718
Cypress Financial Planning
New Jersey
$735K +$13.9K +80 +2%
DF
4719
Define Financial
California
$734K +$5.4K +31 +0.8%
BIM
4720
Barton Investment Management
Pennsylvania
$731K – – –
SM
4721
Sensible Money
Arizona
$731K -$52.8K -303 -7%
PPW
4722
Presilium Private Wealth
Pennsylvania
$729K +$14.5K +83 +2%
NJBEST
4723
New Jersey Better Educational Savings Trust
New Jersey
$729K – – –
WFG
4724
Wills Financial Group
Virginia
$729K +$46.5K +267 +7%
JPT
4725
Jordan Park Trust
New Hampshire
$724K -$30.5K -175 -4%
187 188
189
190 191