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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1451
Perennial Investment Advisors
California
$400K +$9.65K +59 +3%
IWA
1452
Intercontinental Wealth Advisors
Texas
$400K -$1.96K -12 -0.6%
PFA
1453
Pathway Financial Advisors
Vermont
$400K – – –
C
1454
Certuity
Florida
$400K +$31.6K +193 +10%
KCFA
1455
Key Client Fiduciary Advisors
New Jersey
$399K +$10.8K +66 +3%
LF
1456
Lee Financial
Texas
$397K -$68.7K -420 -17%
JWA
1457
JFS Wealth Advisors
Pennsylvania
$397K -$37.9K -232 -10%
WP
1458
WealthSpring Partners
California
$397K – – –
WC
1459
Woodstock Corp
Massachusetts
$397K -$31.1K -190 -8%
TLP
1460
Trinity Legacy Partners
Texas
$397K – – –
AIC
1461
Archer Investment Corporation
Indiana
$396K -$16.4K -100 -5%
SCA
1462
Scott Capital Advisors
Oregon
$396K -$9.65K -59 -3%
MIM
1463
Marco Investment Management
Georgia
$396K +$6.38K +39 +2%
NRI
1464
NFP Retirement Inc
California
$395K +$339K +2,075 New
PTC
1465
Philadelphia Trust Company
Pennsylvania
$395K – – –
MCA
1466
Magnolia Capital Advisors
Mississippi
$393K -$28.3K -173 -8%
TFP
1467
TrueWealth Financial Partners
Washington
$393K – – –
CA
1468
Claris Advisors
Missouri
$393K -$81.8K -500 -20%
CAWM
1469
Capital Advisors Wealth Management
Washington
$393K -$2.45K -15 -0.7%
PWA
1470
Providence Wealth Advisors
Illinois
$392K +$40.9K +250 +15%
OBWG
1471
Onyx Bridge Wealth Group
New York
$391K -$3.44K -21 -1%
FBC
1472
Fairfield, Bush & Co
Connecticut
$391K +$56.4K +345 +20%
AP
1473
Adero Partners
California
$388K -$336K -2,057 -50%
OC
1474
Oakworth Capital
Alabama
$387K -$98.1K -600 -23%
HIP
1475
Harrell Investment Partners
Texas
$386K – – –
57 58
59
60 61