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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3076
Dougherty Wealth Advisers
Minnesota
$506K +$15.3K +56 +3%
RWA
3077
Redhawk Wealth Advisors
Minnesota
$504K -$112K -409 -18%
HZ
3078
Hixon Zuercher
Ohio
$504K – – –
FSA
3079
Franklin Street Advisors
North Carolina
$503K -$152K -554 -22%
NC
3080
Napatree Capital
Rhode Island
$500K +$150K +549 +41%
WF
3081
Wayfinding Financial
Washington
$499K -$1.37K -5 -0.3%
YWS
3082
Yarger Wealth Strategies
Ohio
$499K +$33.2K +121 +7%
DB
3083
Dravo Bay
Delaware
$499K -$17.5K -64 -3%
SIM
3084
Studio Investment Management
Illinois
$497K +$7.67K +28 +2%
SLG
3085
Stanley-Laman Group
Pennsylvania
$496K +$181K +662 +54%
FSI
3086
Flow State Investments
Illinois
$494K -$524K -1,910 -50%
HI
3087
Hudock Inc
Pennsylvania
$494K – – –
CCWM
3088
Correct Capital Wealth Management
Missouri
$493K – – –
NIC
3089
Northwest Investment Counselors
Oregon
$491K +$111K +404 +28%
GAM
3090
Garrison Asset Management
Arkansas
$491K – – –
FWM
3091
Finer Wealth Management
Massachusetts
$490K -$136K -495 -21%
FCM
3092
Family Capital Management
Michigan
$490K +$24.1K +88 +5%
VAM
3093
Verity Asset Management
North Carolina
$490K +$274 +1 +0.1%
TI
3094
Truepoint Inc
Ohio
$489K – – –
G
3095
GenTrust
Florida
$489K +$200K +731 +65%
SAM
3096
Smithbridge Asset Management
Pennsylvania
$489K -$46K -168 -8%
GPW
3097
Gentry Private Wealth
Kansas
$488K +$510K +1,859 New
JWM
3098
Jeppson Wealth Management
California
$487K – – –
SFA
3099
Source Financial Advisors
New York
$486K +$5.76K +21 +1%
MIG
3100
McGuire Investment Group
Rhode Island
$486K – – –
122 123
124
125 126