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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1301
Sand Hill Global Advisors
California
$248K +$6.28K +55 +3%
LOAME
1302
Lombard Odier Asset Management (Europe)
United Kingdom
$247K +$246K +2,159 New
UF
1303
Univest Financial
Pennsylvania
$245K – – –
PSP
1304
Pacific Sage Partners
Washington
$243K -$342 -3 -0.1%
BWA
1305
Blodgett Wealth Advisors
California
$243K – – –
CF
1306
Centaurus Financial
California
$242K +$30.7K +269 +15%
SEP
1307
Signature Equity Partners
Ohio
$242K +$96.7K +847 +67%
OFO
1308
OneAscent Family Office
Alabama
$242K +$241K +2,116 New
BCWM
1309
Bartlett & Co Wealth Management
Ohio
$241K -$1.03K -9 -0.4%
PWA
1310
Providence Wealth Advisors
Illinois
$240K +$28.5K +250 +14%
MCM
1311
M1 Capital Management
Michigan
$240K – – –
WAM
1312
Worth Asset Management
Texas
$239K +$8.22K +72 +4%
CFS
1313
Commonwealth Financial Services
West Virginia
$239K +$29.2K +256 +14%
NL
1314
NWAM LLC
Washington
$237K +$237K +2,079 New
RCI
1315
RS Crum Inc
California
$236K +$236K +2,069 New
LWA
1316
LifeGoal Wealth Advisors
New York
$236K +$235K +2,063 New
TWP
1317
Tyche Wealth Partners
Texas
$235K – – –
SWM
1318
Stronghold Wealth Management
Florida
$235K -$91.9K -805 -28%
MA
1319
MJP Associates
Connecticut
$235K -$16.7K -146 -7%
PPC
1320
Park Place Capital
Alabama
$235K -$1.25K -11 -0.5%
CH
1321
Cromwell Holdings
Wyoming
$235K – – –
TWPM
1322
Total Wealth Planning & Management
Florida
$235K +$8.67K +76 +4%
AIM
1323
Acropolis Investment Management
Missouri
$234K – – –
CP
1324
Canopy Partners
Ohio
$234K -$5.59K -49 -2%
MAM
1325
McLean Asset Management
Virginia
$233K -$15.3K -134 -6%
51 52
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