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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2301
Sachetta
Massachusetts
$447K +$427K +1,797 New
MCCP
2302
Mission Creek Capital Partners
California
$447K -$79.6K -335 -16%
RS
2303
Retirement Solution
Washington
$445K +$46.1K +194 +12%
PA
2304
Parkside Advisors
California
$444K – – –
TCWA
2305
Turtle Creek Wealth Advisors
Texas
$443K +$423K +1,781 New
OCM
2306
Objective Capital Management
Ohio
$442K +$40.4K +170 +11%
MRWM
2307
ML&R Wealth Management
Texas
$442K -$9.51K -40 -2%
KPWG
2308
KFA Private Wealth Group
Virginia
$441K +$15.9K +67 +4%
CCA
2309
Cobblestone Capital Advisors
New York
$441K -$28.3K -119 -6%
FNT
2310
First Nebraska Trust
Nebraska
$440K -$4.75K -20 -1%
QFA
2311
Quantum Financial Advisors
California
$439K -$21.6K -91 -5%
KIA
2312
KLR Investment Advisors
Rhode Island
$439K +$19.5K +82 +5%
HWP
2313
Heritage Wealth Partners
Ohio
$439K +$19.3K +81 +5%
MW
2314
Maia Wealth
Colorado
$438K +$419K +1,763 New
BFIM
2315
Beese Fulmer Investment Management
Ohio
$437K +$143K +600 +52%
GAB
2316
German American Bancorp
Indiana
$436K +$17.8K +75 +4%
WI
2317
Wintrust Investments
Illinois
$436K -$19.7K -83 -5%
SRSA
2318
S.R. Schill & Associates
Washington
$435K – – –
CT
2319
Caldwell Trust
Florida
$434K -$125K -526 -23%
WCM
2320
Wealthcare Capital Management
Virginia
$433K +$13.3K +56 +3%
PWM
2321
Prentice Wealth Management
New York
$432K +$9.74K +41 +2%
DFA
2322
DHJJ Financial Advisors
Illinois
$431K +$367K +1,545 +809%
BWA
2323
Beam Wealth Advisors
Louisiana
$430K +$7.13K +30 +2%
SVCP
2324
Silicon Valley Capital Partners
California
$430K – – –
GSIS
2325
Global Strategic Investment Solutions
Arizona
$428K -$4.51K -19 -1%
91 92
93
94 95