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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2076
Armstrong Advisory Group
Massachusetts
$173K +$141K +979 New
CHC
2077
City Holding Co
West Virginia
$169K – – –
AWM
2078
Aberdeen Wealth Management
Illinois
$162K +$133K +920 New
PWAM
2079
Private Wealth Asset Management
Iowa
$149K – – –
MWA
2080
Medallion Wealth Advisors
Connecticut
$149K +$24.1K +167 +24%
WPWM
2081
Western Pacific Wealth Management
Illinois
$148K +$30K +208 +33%
SC
2082
Solstein Capital
California
$145K – – –
SIM
2083
Synergy Investment Management
Florida
$144K +$98.8K +685 +391%
WAG
2084
Wilkerson Advisory Group
Missouri
$144K +$84.3K +585 +251%
BGAI
2085
Bruce G. Allen Investments
Colorado
$144K -$13K -90 -10%
PUI
2086
Purpose Unlimited Inc
$144K – – –
WTA
2087
Washington Trust Advisors
Massachusetts
$141K +$106K +738 +1,171%
SEP
2088
Signature Equity Partners
Ohio
$139K +$41.7K +289 +58%
ANBT
2089
American National Bank & Trust
Texas
$139K – – –
C
2090
Covestor
United Kingdom
$139K – – –
HWP
2091
Highline Wealth Partners
California
$129K +$66K +458 +166%
FFA
2092
Frazier Financial Advisors
Ohio
$127K -$15K -104 -13%
WPA
2093
West Paces Advisors
Georgia
$126K +$103K +716 New
CGA
2094
Compound Global Advisors
Washington
$124K +$14.7K +102 +17%
BWS
2095
Buck Wealth Strategies
Colorado
$121K +$98.6K +684 New
SW
2096
StrongBox Wealth
Missouri
$120K +$98.3K +682 New
IBOK
2097
Independence Bank of Kentucky
Kentucky
$120K -$11.5K -80 -11%
CPG
2098
Cornerstone Planning Group
New Jersey
$119K – – –
AS
2099
Altshuler Shaham
Israel
$119K +$84.9K +589 +693%
CCWM
2100
Cassaday & Co Wealth Management
Virginia
$116K +$10.8K +75 +13%
82 83
84
85 86