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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
3126
Carmichael Hill & Associates
Maryland
$472K +$274 +1 +0.1%
OPPS
3127
Obsidian Personal Planning Solutions
Maryland
$471K -$66.1K -241 -12%
CPA
3128
Clear Point Advisors
New York
$471K +$1.1K +4 +0.2%
RAS
3129
RPS Advisory Solutions
Kentucky
$471K +$492K +1,794 New
NCTC
3130
New Covenant Trust Company
Indiana
$470K -$12.9K -47 -3%
USWIA
3131
UP Strategic Wealth Investment Advisors
Pennsylvania
$470K +$24.4K +89 +5%
GHAM
3132
Gilman Hill Asset Management
Connecticut
$467K +$28K +102 +6%
EA
3133
Emerald Advisors
Washington
$466K +$3.84K +14 +0.8%
LJHT
3134
Laurie J. Hall Trustee
$466K – – –
HCA
3135
Heck Capital Advisors
Wisconsin
$466K -$822 -3 -0.2%
MAM
3136
Mainsail Asset Management
Alabama
$466K – – –
RFN
3137
Redwood Financial Network
Ohio
$466K +$5.76K +21 +1%
W
3138
Wealthquest
Ohio
$466K +$3.56K +13 +0.7%
CWM
3139
Chesapeake Wealth Management
Virginia
$465K -$16.4K -60 -3%
SDWMA
3140
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K -$38.1K -139 -7%
SHF
3141
Stage Harbor Financial
Massachusetts
$463K -$274 -1 -0.1%
JCFM
3142
JBR Co Financial Management
Oklahoma
$463K +$49.3K +180 +11%
RWPA
3143
Richard W. Paul & Associates
Michigan
$462K -$4.93K -18 -1%
NCM
3144
Next Capital Management
New York
$460K +$23.6K +86 +5%
BDF
3145
Black Diamond Financial
Maryland
$460K +$179K +652 +59%
LAS
3146
LWM Advisory Services
Florida
$459K -$318K -1,160 -40%
MAG
3147
M3 Advisory Group
Massachusetts
$459K +$94K +343 +24%
MKC
3148
M. Kraus & Co
Vermont
$458K +$6.85K +25 +1%
PCI
3149
Planning Center Inc
Illinois
$457K +$19.5K +71 +4%
SM
3150
Sweeney & Michel
California
$456K -$822 -3 -0.2%
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