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Name Holding Trade Value Shares
Change 		Change in
Stake
API
2526
Asset Planning Inc
California
$993K +$23.1K +58 +3%
YWS
2527
Yarger Wealth Strategies
Ohio
$993K +$61.6K +155 +7%
EGWAG
2528
Elwood & Goetz Wealth Advisory Group
Georgia
$990K +$20.7K +52 +2%
CAL
2529
Capital Advisors Ltd
Ohio
$989K +$3.58K +9 +0.4%
GSIS
2530
Global Strategic Investment Solutions
Arizona
$989K +$45.3K +114 +5%
CCM
2531
Check Capital Management
California
$988K -$59.7K -150 -6%
RCA
2532
Runnymede Capital Advisors
Ohio
$988K +$241K +606 +35%
SSWM
2533
Sheets Smith Wealth Management
North Carolina
$986K +$194K +488 +26%
PA
2534
Prosperity Advisers
Pennsylvania
$986K -$54.5K -137 -6%
QA
2535
Quattro Advisors
Pennsylvania
$983K -$13.9K -35 -1%
CC
2536
Cornerstone Capital
California
$983K -$4.38K -11 -0.5%
MCWS
2537
McKinley Carter Wealth Services
West Virginia
$982K -$3.58K -9 -0.4%
MSWMA
2538
Market Street Wealth Management Advisors
Indiana
$981K +$59.7K +150 +7%
PSCM
2539
Per Stirling Capital Management
Texas
$981K +$79.9K +201 +9%
CAWM
2540
Capital Advisors Wealth Management
Washington
$980K +$42.6K +107 +5%
AWM
2541
Accel Wealth Management
Iowa
$979K -$2.39K -6 -0.3%
WAG
2542
Wallace Advisory Group
California
$976K +$164K +412 +22%
HPC
2543
Hobart Private Capital
North Carolina
$975K -$121K -305 -12%
GCM
2544
Goldstream Capital Management
Hong Kong
$975K -$2.05M -5,151 -69%
BWMG
2545
Barnes Wealth Management Group
California
$974K -$70K -176 -7%
HIS
2546
Horizon Investment Services
Indiana
$974K – – –
IFS
2547
Integrated Financial Solutions
Virginia
$972K – – –
BCP
2548
Blue Chip Partners
Michigan
$971K +$21.1K +53 +2%
GL
2549
Gerber LLC
Ohio
$968K – – –
CAL
2550
Capital Analysts LLC
Pennsylvania
$968K -$23.5K -59 -3%
100 101
102
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