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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
651
Physician Wealth Advisors
Utah
$18.8K +$1.2K +17 +7%
CFD
652
Creative Financial Designs
Indiana
$18.6K +$6.5K +92 +56%
ADL
653
Asset Dedication LLC
California
$18.5K -$13.9K -196 -44%
CMP
654
Coston McIsaac & Partners
Maine
$17K – – –
SFCL
655
Strengthening Families & Communities LLC
Massachusetts
$16.8K +$353 +5 +2%
SWA
656
SOA Wealth Advisors
New York
$16.4K – – –
BW
657
Basepoint Wealth
Iowa
$15.3K -$6.15K -87 -29%
PWA
658
Principia Wealth Advisory
Texas
$15.2K +$3.67K +52 +33%
JWM
659
JPL Wealth Management
Colorado
$15.1K +$14.7K +208 New
SWP
660
Strategic Wealth Partners
Ohio
$15.1K – – –
M
661
MOTCO
Texas
$14.5K – – –
WPA
662
Wealth Preservation Advisors
Tennessee
$14.5K – – –
WIM
663
Westside Investment Management
California
$14.4K – – –
MPW
664
MASECO Private Wealth
$14K +$13.6K +193 New
BGC
665
Beutel, Goodman & Co
Ontario, Canada
$14K -$7.07K -100 -33%
HBW
666
Hazlett, Burt & Watson
West Virginia
$14K +$212 +3 +2%
TCM
667
Triumph Capital Management
Colorado
$14K +$6.5K +92 +92%
SMBT
668
Southern Michigan Bank & Trust
Michigan
$13.5K +$13.1K +185 New
ZBNA
669
Zions Bancorporation, National Association
Utah
$12.5K -$2.12K -30 -15%
SEP
670
Signature Equity Partners
Ohio
$12.2K +$212 +3 +2%
MSG
671
Main Street Group
Virginia
$11.9K +$11.6K +164 New
AAG
672
Armstrong Advisory Group
Massachusetts
$11.6K – – –
NSIM
673
North Star Investment Management
Illinois
$11.6K – – –
EPIMS
674
Evelyn Partners Investment Management Services
$11.3K – – –
CB
675
Community Bank
New York
$10.9K – – –
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