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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2401
RKL Wealth Management
Pennsylvania
$579K – – –
SFG
2402
StrategIQ Financial Group
Indiana
$578K +$83.7K +409 +18%
LRIA
2403
Leonard Rickey Investment Advisors
Washington
$577K +$15.1K +74 +3%
CWA
2404
Clarus Wealth Advisors
Arizona
$574K – – –
MAM
2405
Marotta Asset Management
Virginia
$574K – – –
AWP
2406
Accretive Wealth Partners
New Jersey
$573K +$536K +2,618 New
TF
2407
TRH Financial
Iowa
$572K +$30.1K +147 +6%
AWM
2408
Act Wealth Management
Texas
$571K +$534K +2,609 New
DCM
2409
Dimension Capital Management
Florida
$569K +$24.4K +119 +5%
DACG
2410
Donor Advised Charitable Giving
California
$565K – – –
BAAM
2411
Baker Avenue Asset Management
California
$564K +$56.5K +276 +12%
ACM
2412
Arthedge Capital Management
New York
$562K +$3.77M +18,400 New
BWA
2413
Beam Wealth Advisors
Louisiana
$561K -$37.4K -183 -7%
CVM
2414
Cheviot Value Management
California
$561K +$14.7K +72 +3%
FCA
2415
FinTrust Capital Advisors
South Carolina
$559K -$91.7K -448 -15%
WAM
2416
Winslow Asset Management
Ohio
$558K – – –
CA
2417
Crumly & Associates
Illinois
$558K +$229K +1,120 +68%
BFPW
2418
BOK Financial Private Wealth
Colorado
$557K +$22.1K +108 +4%
HFP
2419
Holistic Financial Partners
Indiana
$556K -$19.2K -94 -4%
FSA
2420
Franklin Street Advisors
North Carolina
$554K +$305K +1,490 +143%
LNWTC
2421
Laird Norton Wetherby Trust Company
Washington
$554K +$519K +2,538 New
SRC
2422
Sage Rhino Capital
California
$553K +$8.6K +42 +2%
RZH
2423
Relyea Zuckerberg Hanson
Connecticut
$552K -$102K -499 -17%
HCM
2424
Hengehold Capital Management
Ohio
$552K +$3.89K +19 +0.8%
CWP
2425
Concord Wealth Partners
Virginia
$551K +$515K +2,519 New
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