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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3076
Acorn Wealth Advisors
Michigan
$903K +$13.8K +80 +1%
WFA
3077
Wade Financial Advisory
California
$903K +$17.2K +100 +2%
IFA
3078
Interactive Financial Advisors
Illinois
$900K -$31K -180 -3%
BWM
3079
Blossom Wealth Management
California
$900K +$20.7K +120 +2%
CWP
3080
Concord Wealth Partners
Virginia
$899K -$1.9M -11,040 -67%
CCG
3081
Chatham Capital Group
Georgia
$897K – – –
FNT
3082
First Nebraska Trust
Nebraska
$894K – – –
AIM
3083
Alhambra Investment Management
Florida
$890K – – –
MWM
3084
Maltin Wealth Management
New Jersey
$890K +$24.1K +140 +3%
FMP
3085
Financial Management Professionals
Texas
$890K +$107K +620 +13%
IGM
3086
Incline Global Management
New York
$887K -$65.5K -380 -7%
GCA
3087
Gradient Capital Advisors
California
$884K – – –
FNB
3088
Farmers National Bank
Kentucky
$883K +$935K +5,420 New
BWA
3089
Beam Wealth Advisors
Louisiana
$880K -$51.7K -300 -5%
OCM
3090
Orleans Capital Management
Louisiana
$880K +$414K +2,400 +81%
ACM
3091
Alamar Capital Management
California
$880K +$676K +3,920 +272%
RCIM
3092
Red Cedar Investment Management
Michigan
$877K – – –
BMA
3093
Brooks Moore & Associates
Tennessee
$877K +$100K +580 +12%
AWM
3094
Avondale Wealth Management
Texas
$874K +$103K +600 +13%
WIA
3095
Westbourne Investment Advisors
Maryland
$871K – – –
RWG
3096
Ratio Wealth Group
Colorado
$867K +$411K +2,380 +82%
SFP
3097
Sterling Financial Planning
New Jersey
$867K -$79.3K -460 -8%
BRA
3098
Biechele Royce Advisors
Indiana
$861K +$507K +2,940 +128%
ICP
3099
Interchange Capital Partners
Pennsylvania
$859K -$152K -880 -14%
BWM
3100
BT Wealth Management
Georgia
$857K +$34.5K +200 +4%
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