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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1876
Anchyra Partners
Georgia
$306K +$290K +1,410 New
SM
1877
Sweeney & Michel
California
$305K +$41.1K +200 +18%
EG
1878
Ellerson Group
Maryland
$304K – – –
WWM
1879
Walser Wealth Management
Florida
$304K +$288K +1,402 New
CCAM
1880
Cascades Capital Asset Management
North Carolina
$304K +$57.6K +280 +25%
AL
1881
ADE LLC
Maryland
$304K – – –
FSA
1882
Franklin Street Advisors
North Carolina
$304K +$288K +1,400 New
I
1883
INVST
Indiana
$303K +$79K +384 +38%
GLLW
1884
Graves Light Lenhart Wealth
Virginia
$302K -$30.8K -150 -10%
TWA
1885
Tulsa Wealth Advisors
Oklahoma
$302K +$286K +1,392 New
PW
1886
Pandora Wealth
Illinois
$302K +$183K +890 +178%
S
1887
Sunpointe
Missouri
$301K +$29.2K +142 +11%
FCCM
1888
First City Capital Management
Georgia
$301K +$285K +1,386 New
SSWM
1889
Smith Salley Wealth Management
North Carolina
$300K +$80.2K +390 +39%
PWC
1890
Pathfinder Wealth Consulting
North Carolina
$300K +$284K +1,382 New
CIG
1891
Cairn Investment Group
Washington
$300K +$206 +1 +0.1%
MCM
1892
Morton Capital Management
California
$300K +$1.03K +5 +0.4%
FFS
1893
Founders Financial Securities
Maryland
$299K +$284K +1,379 New
MA
1894
MKT Advisors
California
$299K -$206 -1 -0.1%
AWA
1895
Acorn Wealth Advisors
Michigan
$299K +$1.03K +5 +0.4%
PFG
1896
Pinnacle Financial Group
Illinois
$298K -$6.58K -32 -2%
PA
1897
Prosperity Advisers
Pennsylvania
$298K +$282K +1,373 New
ICP
1898
Impact Capital Partners
Colorado
$297K +$5.14K +25 +2%
MWM
1899
Maripau Wealth Management
Indiana
$297K +$281K +1,368 New
CP
1900
Canopy Partners
Ohio
$297K -$81K -394 -22%
74 75
76
77 78