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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2926
West Oak Capital
California
$5M +$98.1K +665 +2%
BWA
2927
Burt Wealth Advisors
Maryland
$4.99M +$9.15K +62 +0.2%
PCFFS
2928
Pacific Center for Financial Services
California
$4.99M +$4.47M +30,274 New
LWM
2929
Ledge Wealth Management
Minnesota
$4.98M -$57.7K -391 -1%
AA
2930
Argent Advisors
Louisiana
$4.98M -$69.8K -473 -2%
ECA
2931
Elevated Capital Advisors
Utah
$4.98M +$18.9K +128 +0.4%
BMC
2932
Beaton Management Company
Massachusetts
$4.97M +$48.7K +330 +1%
AWMG
2933
Alliance Wealth Management Group
New Jersey
$4.97M -$4.28K -29 -0.1%
IAG
2934
Investment Advisory Group
Massachusetts
$4.97M +$75K +508 +2%
CA
2935
Cortland Associates
Missouri
$4.96M +$90.9K +616 +2%
SIA
2936
Schear Investment Advisers
Ohio
$4.96M +$7.82K +53 +0.2%
AIP
2937
Almanack Investment Partners
Pennsylvania
$4.96M +$115K +777 +3%
POIA
2938
Pin Oak Investment Advisors
Texas
$4.96M +$86.8K +588 +2%
WFMPM
2939
Woodley Farra Manion Portfolio Management
Indiana
$4.95M -$38.2K -259 -0.9%
JC
2940
JBF Capital
Colorado
$4.95M +$4.43M +30,000 New
JGIA
2941
Jackson Grant Investment Advisers
Connecticut
$4.93M +$171K +1,159 +4%
SHA
2942
Seneca House Advisors
Virginia
$4.93M -$86.6K -587 -2%
TWM
2943
Triton Wealth Management
Arizona
$4.93M +$861K +5,832 +28%
RCS
2944
Retirement Capital Strategies
California
$4.93M -$18.9K -128 -0.4%
SP
2945
Successful Portfolios
Florida
$4.93M -$144K -979 -3%
1WM
2946
1900 Wealth Management
Texas
$4.92M +$210K +1,425 +4%
GCM
2947
G2 Capital Management
Ohio
$4.92M +$22K +149 +0.5%
OCPWS
2948
One Charles Private Wealth Services
Massachusetts
$4.92M -$99K -671 -2%
HG
2949
Herbst Group
Connecticut
$4.92M +$79.1K +536 +2%
CST
2950
Charles Schwab Trust
Nevada
$4.92M -$1.92M -13,026 -30%
116 117
118
119 120