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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1926
Parkway Wealth Management
Texas
$272K +$281K +1,236 New
IP
1927
Isthmus Partners
Wisconsin
$270K -$23.2K -102 -7%
TTWM
1928
TCV Trust & Wealth Management
Virginia
$270K -$157K -690 -34%
S
1929
Sunpointe
Missouri
$269K -$8.43K -37 -3%
HAS
1930
HBW Advisory Services
California
$268K -$18.9K -83 -6%
PCG
1931
PFC Capital Group
California
$268K +$25K +110 +9%
BIG
1932
Builder Investment Group
Georgia
$268K -$4.55K -20 -1%
BFG
1933
Beacon Financial Group
Texas
$267K +$4.33K +19 +1%
SWIM
1934
Smallwood Wealth Investment Management
New Jersey
$267K -$5.69K -25 -2%
AFA
1935
AA Financial Advisors
Ohio
$267K -$5.46K -24 -2%
FB
1936
Fulton Bank
Pennsylvania
$266K -$683 -3 -0.2%
KWMG
1937
King Wealth Management Group
Florida
$266K – – –
TF
1938
Tudor Financial
Ohio
$266K – – –
EMAM
1939
Encompass More Asset Management
California
$266K +$15.3K +67 +5%
CIG
1940
Cairn Investment Group
Washington
$265K -$11.4K -50 -4%
UWPG
1941
Ullmann Wealth Partners Group
Florida
$264K -$70.1K -308 -19%
PNFS
1942
PW Nova Financial Services
Pennsylvania
$264K +$41.7K +183 +16%
VCM
1943
Virtue Capital Management
Tennessee
$264K +$9.34K +41 +3%
BF
1944
Blankinship & Foster
California
$264K -$45.5K -200 -13%
MWA
1945
Medallion Wealth Advisors
Connecticut
$263K +$1.14K +5 +0.4%
E
1946
Entelevest
Florida
$263K +$98.4K +432 +48%
TCM
1947
Telos Capital Management
California
$263K -$47.8K -210 -14%
SSWM
1948
Smith Salley Wealth Management
North Carolina
$262K -$14.8K -65 -5%
KCFA
1949
Key Client Fiduciary Advisors
New Jersey
$262K -$2.28K -10 -0.8%
CC
1950
Corsicana & Co
Texas
$262K +$49K +215 +16%
76 77
78
79 80