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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2076
Aster Capital Management
United Arab Emirates
$77.4K +$74.6K +789 New
PNC
2077
Park National Corp
Ohio
$77.3K +$81.6K +863 New
IWS
2078
Intentional Wealth Strategies
Colorado
$77.1K +$81.4K +861 New
LHEI
2079
Leo H. Evart Inc
California
$75.5K +$79.7K +843 New
DFA
2080
DHJJ Financial Advisors
Illinois
$73.6K – – –
OCM
2081
Osbon Capital Management
Massachusetts
$71.1K – – –
CPG
2082
Cornerstone Planning Group
New Jersey
$70.8K +$15.4K +163 +32%
BSC
2083
Brown Shipley & Co
United Kingdom
$70.1K – – –
PWS
2084
Peterson Wealth Services
Utah
$69.3K -$2.74K -29 -4%
AT
2085
Arlington Trust
Alabama
$68.9K +$27.5K +291 +61%
PWA
2086
Physician Wealth Advisors
Utah
$68.2K -$224K -2,366 -76%
ACA
2087
American Capital Advisory
Idaho
$67.1K +$1.61K +17 +2%
BW
2088
Basepoint Wealth
Iowa
$66.4K +$284 +3 +0.4%
KTC
2089
Kentucky Trust Company
Kentucky
$65.7K +$284 +3 +0.4%
GAA
2090
Global Assets Advisory
Florida
$64.1K +$67.7K +716 New
EI
2091
EFG International
$63K -$1.48M -15,634 -96%
HBW
2092
Hazlett, Burt & Watson
West Virginia
$62K +$95 +1 +0.1%
HPWM
2093
High Point Wealth Management
New Jersey
$61.7K – – –
KFP
2094
Kerr Financial Planning
California
$61.5K +$1.7K +18 +3%
MWC
2095
MBM Wealth Consultants
Missouri
$61.5K +$64.9K +686 New
1IA
2096
1620 Investment Advisors
Massachusetts
$60.5K – – –
APW
2097
Aventura Private Wealth
Florida
$60.2K +$95 +1 +0.1%
MFP
2098
Meramec Financial Planners
Missouri
$59.2K – – –
AWM
2099
Abound Wealth Management
Tennessee
$56.4K +$7.19K +76 +14%
PCFFS
2100
Pacific Center for Financial Services
California
$54.7K -$2.08K -22 -3%
82 83
84
85 86