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Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
5026
O'Brien Greene & Co
Pennsylvania
$927K +$1.03K +5 +0.1%
FPTW
5027
Franklin, Parlapiano, Turner & Welch
Texas
$925K – – –
KCM
5028
Key Capital Management
Tennessee
$920K +$26.7K +130 +3%
MPCA
5029
Madison Park Capital Advisors
Washington
$919K +$1.6M +7,767 +169%
BCM
5030
Birch Capital Management
Texas
$918K -$391K -1,900 -29%
CFM
5031
Cornerstone Financial Management
Massachusetts
$918K +$290K +1,409 +44%
HWMG
5032
Hurlow Wealth Management Group
Indiana
$917K +$118K +572 +14%
HFAS
5033
Hummer Financial Advisory Services
Illinois
$916K – – –
AWM
5034
Apex Wealth Management
New Hampshire
$913K +$20.6K +100 +2%
WN
5035
Williams & Novak
California
$908K +$219K +1,063 +31%
PCMC
5036
Paragon Capital Management (Colorado)
Colorado
$908K +$822 +4 +0.1%
SIAG
5037
Signet Investment Advisory Group
Rhode Island
$908K – – –
WA
5038
WESPAC Advisors
California
$908K -$124K -603 -12%
WGS
5039
Washington Growth Strategies
District of Columbia
$906K +$394K +1,915 +73%
MCM
5040
McRae Capital Management
New Jersey
$903K +$61.7K +300 +7%
TFP
5041
TrueWealth Financial Partners
Washington
$903K -$367K -1,785 -28%
SWM
5042
Shrier Wealth Management
California
$902K +$4.32K +21 +0.5%
CAAM
5043
Cornerstone Advisors Asset Management
Pennsylvania
$901K -$86.1K -419 -9%
FG
5044
Fairman Group
Pennsylvania
$901K -$4.32K -21 -0.5%
GCC
5045
Game Creek Capital
Massachusetts
$900K -$2.78M -13,500 -75%
RWP
5046
Ridgeline Wealth Planning
Ohio
$900K -$15.4K -75 -2%
PPW
5047
Presilium Private Wealth
Pennsylvania
$900K +$68.3K +332 +8%
NVIM
5048
New Vernon Investment Management
Illinois
$897K – – –
PWM
5049
PTM Wealth Management
United States
$897K +$140K +679 +19%
HI
5050
Human Investing
Oregon
$896K -$28.6K -139 -3%
200 201
202
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