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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2526
GSB Wealth Management
Connecticut
$3.81M +$655 +6 +0%
WCM
2527
Windsor Capital Management
Arizona
$3.8M -$106K -974 -3%
MMHP
2528
Murphy Middleton Hinkle & Parker
Georgia
$3.8M -$52K -477 -1%
CCP
2529
Clarkston Capital Partners
Michigan
$3.8M +$266K +2,440 +8%
MCP
2530
Martin Capital Partners
Oregon
$3.79M -$1.4M -12,812 -28%
CCA
2531
Column Capital Advisors
Indiana
$3.78M +$70.5K +646 +2%
AIFAIM
2532
American Institute for Advanced Investment Management
Arizona
$3.78M -$123K -1,130 -3%
EWA
2533
Evolution Wealth Advisors
Florida
$3.77M -$496K -4,545 -12%
PCM
2534
Prelude Capital Management
New York
$3.77M -$169K -1,546 -5%
VC
2535
Veracity Capital
Georgia
$3.77M +$76.8K +704 +2%
SCP
2536
Syntal Capital Partners
Texas
$3.76M -$945K -8,664 -21%
SSWG
2537
Seven Springs Wealth Group
Tennessee
$3.76M -$244K -2,240 -6%
CPC
2538
Consolidated Planning Corp
Georgia
$3.75M -$1.06M -9,724 -23%
GCM
2539
Glynn Capital Management
California
$3.74M – – –
QWM
2540
Quaker Wealth Management
New Jersey
$3.72M +$73.3K +672 +2%
RWA
2541
RGT Wealth Advisors
Texas
$3.71M -$24K -220 -0.7%
FP
2542
Fiduciary Planning
Florida
$3.71M +$1.14M +10,440 +48%
BOM
2543
Bank of Marin
California
$3.69M +$64.8K +594 +2%
FCIM
2544
Fairview Capital Investment Management
California
$3.69M -$396K -3,629 -10%
CC
2545
Cypress Capital
Tennessee
$3.69M -$1.97M -18,088 -37%
TC
2546
Trust Company
Kansas
$3.69M -$227K -2,083 -6%
ST
2547
Sabal Trust
Florida
$3.69M -$1.69M -15,484 -33%
SWRP
2548
Summit Wealth & Retirement Planning
California
$3.68M +$96.5K +884 +3%
FWM
2549
FSA Wealth Management
Massachusetts
$3.68M +$184K +1,690 +6%
LFG
2550
Larson Financial Group
Missouri
$3.68M -$431K -3,948 -11%
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