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Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2176
Galvin Gaustad & Stein
Arizona
$271K +$6.59K +195 +2%
SWP
2177
Summit Wealth Partners
Florida
$271K +$25.7K +761 +10%
FCP
2178
Fidelis Capital Partners
Florida
$271K -$160K -4,730 -36%
OPCM
2179
Osborne Partners Capital Management
California
$271K -$53.5K -1,584 -16%
SIC
2180
SFE Investment Counsel
California
$270K -$19.9K -590 -7%
HI
2181
Human Investing
Oregon
$269K -$65.7K -1,943 -19%
NEWAS
2182
N.E.W. Advisory Services
Wisconsin
$269K -$19K -561 -6%
HG
2183
Harbor Group
New Hampshire
$268K +$608 +18 +0.2%
SWP
2184
Semus Wealth Partners
Florida
$268K -$27K -798 -9%
FC
2185
Fusion Capital
South Carolina
$268K +$710 +21 +0.3%
MFG
2186
Magnus Financial Group
New York
$268K -$175K -5,178 -39%
W
2187
WealthOne
New York
$266K -$147K -4,359 -35%
BWA
2188
Beam Wealth Advisors
Louisiana
$266K -$65.9K -1,951 -19%
BWAM
2189
Boyd Watterson Asset Management
Ohio
$265K -$169 -5 -0.1%
NB
2190
Nicolet Bankshares
Wisconsin
$264K -$30.6K -906 -10%
BFM
2191
Boston Financial Management
Massachusetts
$264K -$1.58M -46,617 -85%
MAWCM
2192
Mine & Arao Wealth Creation & Management
California
$263K -$92.2K -2,729 -25%
BFC
2193
Bedel Financial Consulting
Indiana
$262K +$3.21K +95 +1%
TAM
2194
Taurus Asset Management
New York
$260K – – –
AWC
2195
Adamsbrown Wealth Consultants
Kansas
$258K -$4.49K -133 -2%
SPA
2196
Shore Point Advisors
New Jersey
$258K +$3.01K +89 +1%
WW
2197
Waterfront Wealth
Kansas
$258K -$28.7K -850 -9%
MCCA
2198
Mill Creek Capital Advisors
Pennsylvania
$257K -$72.8K -2,154 -21%
PCP
2199
Proficio Capital Partners
Massachusetts
$257K -$37.2K -1,101 -12%
JGIA
2200
Jackson Grant Investment Advisers
Connecticut
$256K -$3.11K -92 -1%
86 87
88
89 90