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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2601
Truepoint Inc
Ohio
$445K -$13.8K -68 -3%
BFS
2602
Bickling Financial Services
Massachusetts
$444K +$407 +2 +0.1%
LCM
2603
Lynwood Capital Management
Ontario, Canada
$444K +$509K +2,500 New
AWM
2604
Aevitas Wealth Management
Massachusetts
$443K -$18.5K -91 -4%
HCM
2605
Hengehold Capital Management
Ohio
$443K +$5.09K +25 +1%
PWM
2606
Paulson Wealth Management
Illinois
$443K +$119K +586 +31%
CWM
2607
Chesapeake Wealth Management
Virginia
$442K -$12K -59 -2%
CFSG
2608
Clark Financial Services Group
Missouri
$442K +$506K +2,489 New
BAM
2609
Bellevue Asset Management
Washington
$441K +$3.05K +15 +0.6%
CSB
2610
City State Bank
Iowa
$440K +$26.5K +130 +6%
TA
2611
Trellis Advisors
Washington
$439K +$6.92K +34 +1%
PWA
2612
Physician Wealth Advisors
Utah
$437K -$44.6K -219 -9%
HWM
2613
Hemington Wealth Management
Virginia
$437K -$7.94K -39 -2%
TCBWMS
2614
Texas Capital Bank Wealth Management Services
Texas
$437K – – –
TWM
2615
TMD Wealth Management
Arizona
$437K +$6.11K +30 +1%
ICP
2616
Interchange Capital Partners
Pennsylvania
$436K +$18.5K +91 +4%
FC
2617
FCA Corp
Texas
$435K -$21.8K -107 -4%
CWM
2618
Cedar Wealth Management
California
$435K -$1.83K -9 -0.4%
IIC
2619
Integrated Investment Consultants
Michigan
$435K +$13.8K +68 +3%
MWA
2620
Moser Wealth Advisors
Washington
$432K +$3.05K +15 +0.6%
DWA
2621
Dougherty Wealth Advisers
Minnesota
$429K – – –
CCM
2622
Carlson Capital Management
Minnesota
$428K -$2.44K -12 -0.5%
GP
2623
Geneva Partners
Wisconsin
$428K – – –
KC
2624
Kenfarb & Co
Kentucky
$428K – – –
TWP
2625
Tempus Wealth Planning
California
$428K +$490K +2,407 New
103 104
105
106 107