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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1876
Hengehold Capital Management
Ohio
$276K +$249K +12,526 New
AIA
1877
AIMZ Investment Advisors
California
$275K -$48.8K -2,452 -16%
EA
1878
Everpar Advisors
Oklahoma
$274K +$35.7K +1,796 +17%
MSR
1879
Main Street Research
Connecticut
$274K +$8.48K +426 +4%
RPGK
1880
Retirement Planning Group (Kansas)
Kansas
$273K -$14.3K -717 -5%
PFWA
1881
Paces Ferry Wealth Advisors
Georgia
$273K -$11.9K -600 -5%
W
1882
Wealthquest
Ohio
$272K -$24K -1,206 -9%
HNWAG
1883
High Net Worth Advisory Group
Florida
$272K – – –
SAM
1884
Satovsky Asset Management
New York
$272K +$6.17K +310 +3%
EA
1885
Ergawealth Advisors
Illinois
$272K -$4.92K -247 -2%
RFA
1886
Rollins Financial Advisors
New York
$271K +$245K +12,329 New
S
1887
SimplyRich
California
$271K +$245K +12,323 New
DA
1888
Doliver Advisors
Texas
$271K -$7.72K -388 -3%
WA
1889
Wealth Architects
California
$271K -$7.06K -355 -3%
PSFG
1890
Prairie Sky Financial Group
Illinois
$270K +$16.7K +839 +7%
SPI
1891
Santori & Peters Inc
Pennsylvania
$270K -$438 -22 -0.2%
EW
1892
Elyxium Wealth
California
$270K +$244K +12,268 New
CWS
1893
Cypress Wealth Services
California
$270K +$7.36K +370 +3%
TWM
1894
Tradition Wealth Management
Minnesota
$270K +$244K +12,262 New
UF
1895
Univest Financial
Pennsylvania
$269K -$29.2K -1,469 -11%
YCG
1896
Yeomans Consulting Group
Georgia
$269K +$42.7K +2,148 +21%
ABWM
1897
Alpine Bank Wealth Management
Colorado
$269K +$243K +12,217 New
GFPC
1898
Global Financial Private Client
Florida
$268K +$15.1K +758 +7%
MWA
1899
Muirfield Wealth Advisors
North Carolina
$268K +$3.44K +173 +1%
OPWM
1900
Oxinas Partners Wealth Management
Indiana
$268K +$4.28K +215 +2%
74 75
76
77 78