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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Claro Advisors
Massachusetts
$300K +$6.77K +28 +2%
CAS
1727
Cascadia Advisory Services
Oregon
$299K -$10.6K -44 -3%
AFM
1728
Andesa Financial Management
Pennsylvania
$299K – – –
MWP
1729
Meridian Wealth Partners
Pennsylvania
$299K +$1.45K +6 +0.5%
GEA
1730
Glen Eagle Advisors
New Jersey
$299K +$28.5K +118 +10%
NFG
1731
Nadler Financial Group
Illinois
$298K -$14.7K -61 -5%
FC
1732
Forte Capital
New York
$298K +$12.1K +50 +4%
CPWA
1733
Cerro Pacific Wealth Advisors
California
$298K +$301K +1,243 New
AWP
1734
Abacus Wealth Partners
California
$297K – – –
AWMF
1735
Arbor Wealth Management (Florida)
Florida
$296K -$5.32K -22 -2%
TCM
1736
Towercrest Capital Management
Pennsylvania
$295K – – –
HHGA
1737
Halbert Hargrove Global Advisors
California
$295K +$298K +1,233 New
ACS
1738
Archford Capital Strategies
Illinois
$294K -$177K -734 -37%
JWCA
1739
J.W. Coons Advisors
Ohio
$294K -$48.4K -200 -14%
RPWA
1740
Regent Peak Wealth Advisors
Georgia
$293K +$4.11K +17 +1%
GCMG
1741
Gyroscope Capital Management Group
Florida
$293K +$296K +1,223 New
DWM
1742
Darwin Wealth Management
Florida
$292K -$22.7K -94 -7%
CCC
1743
Crescent Capital Consulting
Louisiana
$292K +$24.2K +100 +9%
BMWM
1744
Brown Miller Wealth Management
Virginia
$291K – – –
LCM
1745
LVM Capital Management
Michigan
$291K – – –
AOWM
1746
Alpha Omega Wealth Management
Virginia
$290K – – –
CCM
1747
Chilton Capital Management
Texas
$289K -$72.5K -300 -20%
OAM
1748
Occidental Asset Management
California
$289K -$12.1K -50 -4%
LGA
1749
Lebenthal Global Advisors
New York
$289K -$1.45K -6 -0.5%
EFL
1750
ERn Financial LLC
Wisconsin
$288K +$3.87K +16 +1%
68 69
70
71 72