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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1926
First Business Financial Services
Wisconsin
$223K -$27.7K -1,625 -10%
LIA
1927
LBMC Investment Advisors
Tennessee
$222K -$26.8K -1,573 -10%
LWCFA
1928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K -$123K -7,204 -34%
BFG
1929
Bouchey Financial Group
New York
$222K +$4.19K +246 +2%
EWA
1930
Encompass Wealth Advisors
Oregon
$222K -$10.7K -628 -4%
AWM
1931
Aberdeen Wealth Management
Illinois
$221K +$102 +6 +0%
BMM
1932
Berkshire Money Management
Massachusetts
$221K -$1.52K -89 -0.6%
OPPS
1933
Obsidian Personal Planning Solutions
Maryland
$221K +$43.9K +2,575 +23%
TFGT
1934
TS Financial Group (TSFG)
Illinois
$220K -$2.27K -133 -1%
BC
1935
Barrett & Company
Rhode Island
$220K +$2.37K +139 +1%
SFG
1936
Sowa Financial Group
Rhode Island
$219K -$5.14K -302 -2%
BFM
1937
Boston Financial Management
Massachusetts
$219K -$84.6K -4,968 -27%
TT
1938
TI-Trust
Illinois
$219K – – –
CWM
1939
Connecticut Wealth Management
Connecticut
$219K +$13.8K +811 +6%
GEA
1940
Glen Eagle Advisors
New Jersey
$219K +$31.5K +1,850 +16%
MSR
1941
Main Street Research
Connecticut
$218K -$19.1K -1,123 -8%
RPWA
1942
Regent Peak Wealth Advisors
Georgia
$218K -$38.4K -2,255 -14%
GAM
1943
Gemmer Asset Management
California
$218K +$233K +13,668 New
MHR
1944
Matthew Hamilton Rosenberg
$218K -$96.1K -5,645 -29%
PWA
1945
Physician Wealth Advisors
Utah
$218K +$29.8K +1,751 +15%
HFP
1946
Holistic Financial Partners
Indiana
$217K +$12.7K +745 +6%
WA
1947
Wealth Architects
California
$217K -$37.7K -2,213 -14%
SIA
1948
Soltis Investment Advisors
Utah
$217K +$4.5K +264 +2%
WAG
1949
Winthrop Advisory Group
Massachusetts
$217K +$17.4K +1,021 +8%
ECG
1950
Edge Capital Group
Georgia
$216K -$111K -6,503 -32%
76 77
78
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