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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2726
Cypress Financial Planning
New Jersey
$233K +$232K +4,594 New
B
2727
Bensler
Washington
$233K +$1.62K +32 +0.7%
MAG
2728
Mayfair Advisory Group
Alabama
$232K -$5.26K -104 -2%
DDPIC
2729
Deroy & Devereaux Private Investment Counsel
Michigan
$232K +$24.3K +481 +12%
WPA
2730
West Paces Advisors
Georgia
$232K -$57.6K -1,139 -20%
HWM
2731
Hemington Wealth Management
Virginia
$231K -$42K -831 -15%
PBC
2732
Pavion Blue Capital
California
$231K – – –
UAML
2733
US Asset Management LLC
Pennsylvania
$231K – – –
OL
2734
Optas LLC
Texas
$231K +$232K +4,578 New
PP
2735
PrairieView Partners
Minnesota
$230K +$152 +3 +0.1%
SHGA
2736
Sand Hill Global Advisors
California
$228K -$7.44K -147 -3%
EPP
2737
ETF Portfolio Partners
Kansas
$228K – – –
AWM
2738
Aries Wealth Management
Maine
$228K +$228K +4,498 New
BCIM
2739
Bishop & Co Investment Management
Pennsylvania
$228K +$228K +4,500 New
ICM
2740
Islay Capital Management
Texas
$227K -$723K -14,290 -76%
NCM
2741
Next Capital Management
New York
$227K -$75.9K -1,500 -25%
SLA
2742
Silver Lake Advisory
Utah
$227K +$9.26K +183 +4%
DA
2743
Doliver Advisors
Texas
$227K +$227K +4,479 New
VAG
2744
VisionPoint Advisory Group
Texas
$227K +$257K +5,073 New
CCA
2745
Catalyst Capital Advisors
New York
$226K – – –
PCI
2746
Planning Center Inc
Illinois
$225K +$51 +1 +0%
OCPWS
2747
One Charles Private Wealth Services
Massachusetts
$225K +$607 +12 +0.3%
APW
2748
Austin Private Wealth
Texas
$225K +$8.24K +163 +4%
VBFP
2749
Valtinson Bruner Financial Planning
Minnesota
$223K -$1.62K -32 -0.7%
RC
2750
RBO & Co
California
$223K – – –
108 109
110
111 112