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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3101
GGM Wealth Advisors
Maryland
$747K -$11.7K -39 -2%
RW
3102
Rede Wealth
Virginia
$745K -$11.7K -39 -2%
TCM
3103
Towercrest Capital Management
Pennsylvania
$744K – – –
WAM
3104
Winslow Asset Management
Ohio
$743K – – –
VAF
3105
Values Added Financial
District of Columbia
$740K -$26.5K -88 -4%
AAG
3106
Armstrong Advisory Group
Massachusetts
$740K +$350K +1,163 +99%
HTHT
3107
Hemenway Trust Hemenway Trust
New Hampshire
$740K +$101K +337 +17%
BTWM
3108
Brass Tax Wealth Management
Ohio
$739K -$6.01K -20 -0.8%
CPW
3109
Crestmont Private Wealth
Texas
$739K -$33.1K -110 -4%
EAM
3110
Evanson Asset Management
California
$738K -$301 -1 -0%
RP
3111
Rice Partnership
Hawaii
$738K -$19.5K -65 -3%
LF
3112
Lantz Financial
Illinois
$737K +$31K +103 +5%
MSG
3113
Main Street Group
Virginia
$736K -$49.6K -165 -7%
RCM
3114
Requisite Capital Management
Texas
$735K -$2.41K -8 -0.3%
BAM
3115
Bellevue Asset Management
Washington
$735K +$6.32K +21 +0.9%
FSBI
3116
Fearless Solutions (Best Invest)
Texas
$731K +$695K +2,312 New
GP
3117
Geneva Partners
Wisconsin
$730K -$45.1K -150 -6%
LAM
3118
Lewis Asset Management
California
$730K -$5.71K -19 -0.8%
MJP
3119
Michael J. Puzo
$730K -$173K -575 -20%
YWS
3120
Yarger Wealth Strategies
Ohio
$730K +$85.1K +283 +14%
LA
3121
Lifeworks Advisors
Michigan
$729K +$50.5K +168 +8%
TRIA
3122
Trail Ridge Investment Advisors
Colorado
$727K +$6.92K +23 +1%
AIA
3123
Angeles Investment Advisors
California
$726K -$321K -1,069 -32%
AR
3124
Apeiron RIA
Texas
$725K +$39.4K +131 +6%
HCC
3125
Hirtle Callaghan & Co
Pennsylvania
$724K +$8.72K +29 +1%
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