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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2826
Blossom Wealth Management
California
$772K +$5.14K +19 +0.7%
G
2827
GenTrust
Florida
$771K +$254K +940 +50%
VCM
2828
Verde Capital Management
Michigan
$770K +$231K +853 +44%
CC
2829
Callan Capital
California
$768K +$96.2K +356 +15%
FG
2830
Foster Group
Iowa
$768K -$27.3K -101 -3%
NAMNJ
2831
NorthStar Asset Management (New Jersey)
New Jersey
$766K +$541 +2 +0.1%
BWA
2832
BlueChip Wealth Advisors
Georgia
$763K -$33.3K -123 -4%
SWM
2833
Scissortail Wealth Management
Oklahoma
$759K -$731K -2,703 -99%
AFA
2834
Arlington Financial Advisors
California
$758K +$5.68K +21 +0.8%
DBRC
2835
D.B. Root & Company
Pennsylvania
$758K -$217K -803 -23%
DCM
2836
DGS Capital Management
New Jersey
$757K -$26.5K -98 -3%
HTIM
2837
Harbour Trust & Investment Management
Indiana
$757K -$40.3K -149 -5%
PW
2838
Paladin Wealth
Minnesota
$757K +$744K +2,752 New
MTIC
2839
Missouri Trust & Investment Company
Missouri
$755K – – –
BOPW
2840
Brandywine Oak Private Wealth
Pennsylvania
$754K +$23K +85 +3%
ALC
2841
Alexander Labrunerie & Co
Missouri
$751K – – –
ERWM
2842
Elk River Wealth Management
Colorado
$751K – – –
ZIMP
2843
Zimmermann Investment Management & Planning
Pennsylvania
$750K -$33.3K -123 -4%
AWA
2844
Acorn Wealth Advisors
Michigan
$749K +$737K +2,725 New
BWG
2845
Berry Wealth Group
Texas
$747K -$7.3K -27 -1%
LAS
2846
LWM Advisory Services
Florida
$744K +$258K +955 +55%
KW
2847
KWB Wealth
California
$743K -$257K -952 -25%
CCP
2848
Cassia Capital Partners
North Carolina
$743K -$47.9K -177 -6%
CWM
2849
Cahaba Wealth Management
Georgia
$738K +$86.2K +319 +13%
PC
2850
Permit Capital
Pennsylvania
$738K – – –
112 113
114
115 116