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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1351
Regal Investment Advisors
Michigan
$394K +$58.3K +212 +18%
WCM
1352
Weik Capital Management
Pennsylvania
$394K – – –
PFWA
1353
Paces Ferry Wealth Advisors
Georgia
$392K -$1.65K -6 -0.4%
CAM
1354
Councilmark Asset Management
Tennessee
$391K – – –
SFS
1355
Sowell Financial Services
Arkansas
$391K -$83.7K -304 -18%
DCM
1356
DGS Capital Management
New Jersey
$390K – – –
BWCS
1357
Beirne Wealth Consulting Services
Connecticut
$390K +$378K +1,374 New
DAS
1358
Diversify Advisory Services
Utah
$389K -$22.8K -83 -6%
QL
1359
Quarry LP
New York
$386K +$376K +1,366 New
CC
1360
Courier Capital
New York
$385K +$5.5K +20 +1%
SAM
1361
Strategy Asset Managers
California
$383K -$6.05K -22 -2%
AF
1362
Alerus Financial
North Dakota
$382K -$39.6K -144 -10%
NW
1363
Naviter Wealth
Arkansas
$381K +$64.7K +235 +21%
DWM
1364
Drive Wealth Management
Utah
$380K -$2.48K -9 -0.7%
BG
1365
Bollard Group
Massachusetts
$378K – – –
PCH
1366
PGIM Custom Harvest
New Jersey
$377K +$1.93K +7 +0.5%
HTHT
1367
Hemenway Trust Hemenway Trust
New Hampshire
$377K -$2.75K -10 -0.7%
TWP
1368
Tyche Wealth Partners
Texas
$374K – – –
RCM
1369
RMR Capital Management
California
$374K – – –
VWWMG
1370
Vermillion & White Wealth Management Group
Pennsylvania
$374K – – –
BW
1371
BostonPremier Wealth
Massachusetts
$373K – – –
AIM
1372
Advyzon Investment Management
Illinois
$372K +$42.7K +155 +13%
SWA
1373
SFMG Wealth Advisors
Texas
$370K +$2.2K +8 +0.6%
VFA
1374
Voya Financial Advisors
Connecticut
$368K -$42.7K -155 -11%
PPW
1375
Parcion Private Wealth
Washington
$368K +$109K +397 +44%
53 54
55
56 57