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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1026
Paces Ferry Wealth Advisors
Georgia
$221K -$10.4K -106 -5%
CCA
1027
Cottonwood Capital Advisors
Utah
$221K +$3.73K +38 +2%
AA
1028
Argent Advisors
Louisiana
$220K -$9.51K -97 -5%
NF
1029
NTB Financial
Colorado
$220K – – –
SQA
1030
Simon Quick Advisors
New Jersey
$220K +$233K +2,375 New
SFWA
1031
Summit Financial Wealth Advisors
Louisiana
$218K – – –
OWP
1032
Obermeyer Wealth Partners
Colorado
$217K -$25.7K -262 -12%
HPC
1033
HM Payson & Co
Maine
$217K -$5.39K -55 -3%
FFS
1034
Founders Financial Securities
Maryland
$213K -$37.9K -386 -17%
JFA
1035
JNBA Financial Advisors
Minnesota
$213K +$12.8K +131 +8%
MSAM
1036
Moloney Securities Asset Management
Missouri
$212K -$29.4K -300 -14%
MPCG
1037
Matrix Private Capital Group
New York
$211K -$28.1K -287 -13%
PTP
1038
Platform Technology Partners
New York
$211K +$182K +1,855 New
CWA
1039
Capital Wealth Alliance
Arizona
$209K -$392 -4 -0.2%
CCG
1040
Coastwise Capital Group
California
$209K – – –
FWM
1041
Forefront Wealth Management
Pennsylvania
$209K +$180K +1,837 New
PP
1042
Patten & Patten
Tennessee
$208K +$180K +1,834 New
LSPW
1043
Lake Street Private Wealth
Illinois
$207K +$178K +1,817 New
CPIG
1044
Chicago Partners Investment Group
Illinois
$206K +$392 +4 +0.2%
MSA
1045
Marino Stram & Associates
Massachusetts
$205K +$177K +1,801 New
CS
1046
Cannell & Spears
New York
$205K +$177K +1,805 New
TWM
1047
Trevian Wealth Management
Massachusetts
$201K +$174K +1,778 New
WG
1048
Welch Group
Alabama
$200K +$173K +1,760 New
SIAP
1049
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$199K +$24.1K +246 +16%
JWA
1050
JFS Wealth Advisors
Pennsylvania
$196K +$75.7K +772 +81%
40 41
42
43 44