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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2676
Trellis Advisors
Washington
$525K +$11.3K +56 +2%
ACP
2677
Aveo Capital Partners
Colorado
$525K +$65.7K +326 +15%
PC
2678
Permit Capital
Pennsylvania
$525K – – –
SWM
2679
Salvus Wealth Management
New Jersey
$523K -$64.3K -319 -11%
TVAMP
2680
Tennessee Valley Asset Management Partners
Tennessee
$523K +$43.2K +214 +9%
TI
2681
Truepoint Inc
Ohio
$523K +$2.22K +11 +0.4%
CNFG
2682
Creegan & Nassoura Financial Group
New Hampshire
$521K -$5.45K -27 -1%
CWM
2683
Cedar Wealth Management
California
$520K +$11.1K +55 +2%
HC
2684
Hamilton Capital
Ohio
$520K +$156K +774 +45%
BFS
2685
Bickling Financial Services
Massachusetts
$519K +$605 +3 +0.1%
MAM
2686
Meeder Asset Management
Ohio
$519K -$3.9M -19,335 -89%
HIS
2687
Horizon Investment Services
Indiana
$519K +$28.8K +143 +6%
TWM
2688
TMD Wealth Management
Arizona
$518K +$6.86K +34 +1%
GWP
2689
Gateway Wealth Partners
Wisconsin
$518K +$503K +2,492 New
EWM
2690
Endurance Wealth Management
Rhode Island
$517K +$57.5K +285 +13%
MAM
2691
Milestone Asset Management
Pennsylvania
$516K +$465K +2,304 New
RPCA
2692
Running Point Capital Advisors
California
$516K +$28.8K +143 +6%
CWM
2693
Chesapeake Wealth Management
Virginia
$514K -$2.42K -12 -0.5%
CSB
2694
City State Bank
Iowa
$514K – – –
AT
2695
Arvest Trust
Oklahoma
$513K -$10.1K -50 -2%
BWA
2696
Bordeaux Wealth Advisors
California
$512K -$130K -647 -21%
FCA
2697
FLC Capital Advisors
California
$511K -$13.3K -66 -3%
AA
2698
Apriem Advisors
California
$510K +$262K +1,300 +113%
FAM
2699
Formidable Asset Management
Ohio
$509K -$20.2K -100 -4%
FC
2700
FCA Corp
Texas
$508K – – –
106 107
108
109 110