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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
3076
Blue Investment Partners
California
$540K – – –
FNWA
3077
Financial Network Wealth Advisors
Utah
$540K +$11.9K +43 +2%
IIA
3078
Integral Investment Advisors
California
$540K +$288K +1,043 +117%
HP
3079
Holistic Planning
Texas
$539K +$276 +1 +0.1%
MCM
3080
Monarch Capital Management
Indiana
$539K +$16.8K +61 +3%
WOC
3081
West Oak Capital
California
$539K – – –
SIG
3082
Sargent Investment Group
Maryland
$539K -$364K -1,318 -41%
SI
3083
Saxon Interests
Texas
$539K -$16.8K -61 -3%
TA
3084
Tactive Advisors
Florida
$538K +$533K +1,929 New
FFWM
3085
Future Financial Wealth Management
Ohio
$537K +$30.4K +110 +6%
HZ
3086
Hixon Zuercher
Ohio
$536K -$14.1K -51 -3%
RWM
3087
RKL Wealth Management
Pennsylvania
$533K -$10.5K -38 -2%
SDWMA
3088
Schneider Downs Wealth Management Advisors
Pennsylvania
$532K +$305K +1,103 +137%
WF
3089
Wayfinding Financial
Washington
$529K +$36.4K +132 +7%
EA
3090
Echo45 Advisors
California
$526K -$1.93K -7 -0.4%
HI
3091
Hudock Inc
Pennsylvania
$525K -$20.2K -73 -4%
CCWM
3092
Correct Capital Wealth Management
Missouri
$524K +$11.6K +42 +2%
BBA
3093
Braun-Bostich & Associates
Pennsylvania
$523K -$91.4K -331 -15%
DWA
3094
Dougherty Wealth Advisers
Minnesota
$522K -$150K -544 -23%
GAM
3095
Garrison Asset Management
Arkansas
$522K -$3.31K -12 -0.6%
RPCA
3096
Running Point Capital Advisors
California
$521K -$167K -604 -24%
VAM
3097
Verity Asset Management
North Carolina
$521K – – –
ACA
3098
Atlas Capital Advisors
Wyoming
$521K -$6.29M -22,800 -92%
SIM
3099
Studio Investment Management
Illinois
$521K +$27.3K +99 +6%
TI
3100
Truepoint Inc
Ohio
$520K -$908K -3,288 -64%
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