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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
3201
PGIM Custom Harvest
New Jersey
$387K -$5.67K -23 -2%
HCC
3202
Hirtle Callaghan & Co
Pennsylvania
$386K +$37.2K +151 +11%
LRWA
3203
Long Run Wealth Advisors
New York
$386K +$365K +1,482 New
CL
3204
CIM LLC
New York
$384K – – –
CWA
3205
Canvas Wealth Advisors
Kansas
$384K -$11.6K -47 -3%
YWS
3206
Yarger Wealth Strategies
Ohio
$383K +$30.8K +125 +9%
PPW
3207
Presilium Private Wealth
Pennsylvania
$383K – – –
SIC
3208
Schwartz Investment Counsel
Michigan
$383K – – –
FFG
3209
Fortem Financial Group
California
$383K +$55.7K +226 +18%
NIC
3210
Northwest Investment Counselors
Oregon
$382K +$17K +69 +5%
LWM
3211
LJI Wealth Management
Indiana
$381K -$246 -1 -0.1%
AGC
3212
Aspen Grove Capital
Colorado
$381K +$38.9K +158 +12%
CFFP
3213
Center for Financial Planning
Michigan
$379K – – –
HNWAG
3214
High Net Worth Advisory Group
Florida
$379K – – –
PCA
3215
Peddock Capital Advisors
Massachusetts
$379K -$12.3K -50 -3%
PWP
3216
Precedent Wealth Partners
Texas
$378K +$358K +1,453 New
MWP
3217
Meridian Wealth Partners
Pennsylvania
$377K +$14K +57 +4%
LFGH
3218
Lee Financial Group Hawaii
Hawaii
$376K +$493 +2 +0.1%
FCCM
3219
First City Capital Management
Georgia
$375K +$43.4K +176 +14%
FWP
3220
Firethorn Wealth Partners
Georgia
$374K +$57.9K +235 +20%
SHWM
3221
Smith & Howard Wealth Management
Georgia
$373K – – –
CCMI
3222
Creative Capital Management Investments
California
$371K – – –
IFA
3223
Index Fund Advisors
California
$370K -$197K -800 -36%
DIA
3224
Dean Investment Associates
Ohio
$369K -$10.8K -44 -3%
GHAM
3225
Gilman Hill Asset Management
Connecticut
$368K +$54.7K +222 +19%
127 128
129
130 131