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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1151
MBM Wealth Consultants
Missouri
$765K – – –
CB
1152
Cadence Bank
Mississippi
$764K +$31.2K +150 +4%
WA
1153
WealthTrust Axiom
Pennsylvania
$764K – – –
FF
1154
Friedenthal Financial
New Jersey
$763K +$747K +3,594 New
VBCG
1155
Valley Brook Capital Group
Pennsylvania
$762K – – –
CRC
1156
Curi RMB Capital
Illinois
$761K -$6.03K -29 -0.8%
WFA
1157
WMG Financial Advisors
Tennessee
$761K -$104K -500 -12%
PD
1158
Planning Directions
Pennsylvania
$760K – – –
PK
1159
Pflug Koory
Nebraska
$759K -$4.16K -20 -0.6%
ISL
1160
Ingalls & Snyder LLC
New York
$758K +$13.9K +67 +2%
JAG
1161
Journey Advisory Group
Kentucky
$758K +$77.1K +371 +12%
BBNB
1162
Baker Boyer National Bank
Washington
$755K +$52.6K +253 +8%
IF
1163
Intrua Financial
Texas
$752K -$73.8K -355 -9%
OWP
1164
Obermeyer Wealth Partners
Colorado
$751K +$464K +2,234 +172%
AIA
1165
Armor Investment Advisors
North Carolina
$750K +$26.2K +126 +4%
PFPT
1166
Pinnacle Financial Partners (Tennessee)
Tennessee
$745K +$56.3K +271 +8%
CA
1167
Crewe Advisors
Utah
$744K -$8.73K -42 -1%
AWM
1168
Avaii Wealth Management
Wisconsin
$743K +$130K +628 +22%
PG
1169
Prostatis Group
Maryland
$743K +$732K +3,521 New
RA
1170
RFG Advisory
Alabama
$741K -$132K -633 -15%
FT
1171
Fiduciary Trust
Massachusetts
$741K -$33.9K -163 -4%
RIA
1172
Regal Investment Advisors
Michigan
$741K -$116K -557 -14%
GC
1173
Gratus Capital
Georgia
$740K +$724K +3,483 New
NIC
1174
Northwest Investment Counselors
Oregon
$736K +$9.35K +45 +1%
PWPS
1175
Pinnacle Wealth Planning Services
Ohio
$731K -$10.8K -52 -1%
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48 49