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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2276
Waverly Advisors
Alabama
$508K +$399 +2 +0.1%
VWA
2277
Visionary Wealth Advisors
Illinois
$508K +$47.3K +237 +10%
CIM
2278
Confluence Investment Management
Missouri
$507K -$9.99K -50 -2%
CWAF
2279
Core Wealth Advisors (Florida)
Florida
$506K +$17.8K +89 +4%
MWC
2280
MBM Wealth Consultants
Missouri
$505K -$31.2K -156 -6%
HCM
2281
Hengehold Capital Management
Ohio
$501K – – –
EWM
2282
EPG Wealth Management
Georgia
$501K +$37.8K +189 +8%
CFG
2283
Capstone Financial Group
Oklahoma
$499K – – –
CVM
2284
Cheviot Value Management
California
$499K – – –
DCM
2285
Dimension Capital Management
Florida
$498K +$13K +65 +3%
IAS
2286
Investment Advisory Services
Texas
$498K +$157K +787 +46%
SRC
2287
Sage Rhino Capital
California
$497K -$21K -105 -4%
GP
2288
Geneva Partners
Wisconsin
$495K -$5.39K -27 -1%
EA
2289
Emerald Advisors
Washington
$495K +$9.39K +47 +2%
AIFAIM
2290
American Institute for Advanced Investment Management
Arizona
$494K -$31K -155 -6%
LF
2291
Lantz Financial
Illinois
$494K +$7.19K +36 +1%
TF
2292
TRH Financial
Iowa
$494K +$7.79K +39 +2%
ECM
2293
Ensemble Capital Management
California
$494K +$493K +2,468 New
SIA
2294
Strategic Investment Advisors
Michigan
$493K -$81.3K -407 -14%
CAN
2295
Claraphi Advisory Network
United States
$493K -$66.1K -331 -12%
WOC
2296
West Oak Capital
California
$492K -$46.9K -235 -9%
PP
2297
PDS Planning
Ohio
$491K -$32.4K -162 -6%
SCA
2298
STALEY CAPITAL ADVISERS
Pennsylvania
$490K – – –
RWA
2299
Redhawk Wealth Advisors
Minnesota
$489K +$78.1K +391 +19%
BFPW
2300
BOK Financial Private Wealth
Colorado
$488K -$3.79K -19 -0.8%
90 91
92
93 94