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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2326
Auxano Advisors
Washington
$343K +$344K +23,480 New
CG
2327
Castellan Group
Kentucky
$343K +$21.7K +1,480 +7%
NCM
2328
Northwest Capital Management
Oregon
$341K +$95K +6,480 +38%
NRW
2329
Nova R Wealth
Kansas
$341K – – –
WCG
2330
Weaver Consulting Group
California
$340K -$19.4K -1,320 -5%
EFSCE
2331
Enterprise Financial Services Corp (EFSC)
Missouri
$339K +$75.2K +5,130 +28%
SIS
2332
Strategic Investment Solutions
Illinois
$338K +$228K +15,580 New
RFG
2333
Range Financial Group
Oregon
$338K -$29.3K -2,000 -8%
RBCM
2334
Raub Brock Capital Management
California
$337K – – –
SCM
2335
SevenOneSeven Capital Management
Pennsylvania
$336K +$33.3K +2,270 +11%
MC
2336
Merlin Capital
Rhode Island
$336K -$733 -50 -0.2%
VF
2337
Vest Financial
Virginia
$335K +$336K +22,890 New
MWM
2338
Moran Wealth Management
Florida
$333K +$335K +22,810 New
DEM
2339
Disciplined Equity Management
Florida
$333K -$324K -22,090 -49%
HWM
2340
Hemington Wealth Management
Virginia
$332K +$44.6K +3,040 +15%
EM
2341
Excalibur Management
Massachusetts
$331K -$6.31K -430 -2%
BFM
2342
Boston Financial Management
Massachusetts
$331K +$293 +20 +0.1%
SEP
2343
Southland Equity Partners
Missouri
$331K -$8.36K -570 -2%
NCM
2344
Novare Capital Management
North Carolina
$331K -$330K -22,500 -50%
WAM
2345
WNY Asset Management
New York
$330K -$29.3K -2,000 -8%
AWA
2346
Amplius Wealth Advisors
Pennsylvania
$330K +$11.6K +790 +4%
KIA
2347
Kraematon Investment Advisors
Massachusetts
$330K -$29.3K -2,000 -8%
GM
2348
GeoWealth Management
Illinois
$329K -$342K -23,350 -51%
MCCA
2349
Mill Creek Capital Advisors
Pennsylvania
$329K +$330K +22,510 New
FCA
2350
FLC Capital Advisors
California
$328K -$155K -10,600 -32%
92 93
94
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