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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2551
Wealth Architects
California
$436K +$11.1K +54 +3%
DE
2552
Day & Ennis
Georgia
$434K +$6.34K +31 +2%
FBT
2553
First Bank & Trust
South Dakota
$433K -$28.6K -140 -7%
WFA
2554
Wellspring Financial Advisors
Ohio
$433K +$53.2K +260 +15%
AWM
2555
Aevitas Wealth Management
Massachusetts
$432K – – –
AO
2556
Allen Operations
New York
$430K – – –
QCIG
2557
Quad-Cities Investment Group
Iowa
$428K +$205 +1 +0.1%
APW
2558
Aurora Private Wealth
New Jersey
$426K +$3.27K +16 +0.8%
CWA
2559
Clearview Wealth Advisors
Oregon
$426K +$399K +1,948 New
PCFFS
2560
Pacific Center for Financial Services
California
$423K +$34.2K +167 +9%
POIA
2561
Pin Oak Investment Advisors
Texas
$420K +$11.7K +57 +3%
WF
2562
WoodTrust Financial
Wisconsin
$420K +$13.9K +68 +4%
AWM
2563
Aberdeen Wealth Management
Illinois
$417K +$68.6K +335 +21%
FC
2564
FCA Corp
Texas
$417K +$390K +1,905 New
SAM
2565
Secure Asset Management
Michigan
$414K -$424K -2,074 -52%
CHA
2566
Cooper/Haims Advisors
New York
$413K +$26.8K +131 +7%
DIP
2567
DT Investment Partners
Pennsylvania
$411K – – –
WDL
2568
Well Done LLC
Michigan
$411K +$1.84K +9 +0.5%
T
2569
TRUADVICE
Florida
$411K +$150K +732 +53%
CF
2570
Copperwynd Financial
Arizona
$410K +$68.6K +335 +22%
WCAMG
2571
Woodard & Company Asset Management Group
North Carolina
$410K +$157K +768 +69%
VC
2572
Veery Capital
Delaware
$409K +$383K +1,871 New
KCM
2573
Kanawha Capital Management
Virginia
$407K -$40.1K -196 -10%
TAIM
2574
TD Ameritrade Investment Management
Nebraska
$407K +$24.6K +120 +7%
FA
2575
Fountainhead AM
New Jersey
$407K +$381K +1,860 New
101 102
103
104 105