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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Drive Wealth Management
Utah
$331K +$9.44K +50 +3%
GA
1652
GSG Advisors
New Jersey
$330K +$10.6K +56 +4%
CWMG
1653
Compass Wealth Management (Georgia)
Georgia
$330K +$297K +1,574 New
FB
1654
Fulton Bank
Pennsylvania
$329K -$10.8K -57 -3%
PWM
1655
Pines Wealth Management
North Carolina
$328K +$11.9K +63 +4%
AP
1656
Appleton Partners
Massachusetts
$328K -$12.5K -66 -4%
PTC
1657
Philadelphia Trust Company
Pennsylvania
$328K – – –
DIM
1658
Delta Investment Management
California
$327K -$1.51K -8 -0.5%
CCFCSB
1659
Cape Cod Five Cents Savings Bank
Massachusetts
$326K – – –
AF
1660
Atala Financial
California
$325K – – –
SIS
1661
Strategic Investment Solutions
Illinois
$324K +$260K +1,378 +811%
OL
1662
OneFund LLC
Florida
$324K -$567 -3 -0.2%
GLLW
1663
Graves Light Lenhart Wealth
Virginia
$323K – – –
KFS
1664
Keynote Financial Services
Connecticut
$323K +$2.46K +13 +0.9%
WF
1665
Welch & Forbes
Massachusetts
$322K – – –
CWG
1666
Cornerstone Wealth Group
North Carolina
$322K -$944 -5 -0.3%
TA
1667
Townsend & Associates
Colorado
$321K – – –
KAS
1668
KPP Advisory Services
Kentucky
$321K +$4.53K +24 +2%
SCP
1669
Sivia Capital Partners
California
$320K +$41K +217 +17%
VFG
1670
Victory Financial Group
Texas
$320K +$62.1K +329 +27%
DWA
1671
Douglass Winthrop Advisors
New York
$320K +$9.44K +50 +3%
CCM
1672
Campbell Capital Management
Florida
$319K +$250K +1,321 +661%
FGA
1673
Fortis Group Advisors
New Jersey
$318K +$182K +966 +194%
CAS
1674
Coppell Advisory Solutions
Texas
$318K +$280K +1,483 New
BWCS
1675
Beirne Wealth Consulting Services
Connecticut
$318K +$287K +1,518 New
65 66
67
68 69