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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1451
Philip James Wealth Mangement
Georgia
$635K +$256K +6,162 +57%
AP
1452
Americana Partners
Texas
$631K -$21.8K -526 -3%
BCFD
1453
Boit C.F. David
$629K – – –
LA
1454
Lifeworks Advisors
Michigan
$629K -$706 -17 -0.1%
BIA
1455
Beacon Investment Advisors
Maryland
$628K -$11.4K -275 -2%
AW
1456
Alteri Wealth
California
$626K +$693K +16,684 New
PWPS
1457
Pinnacle Wealth Planning Services
Ohio
$625K -$573K -13,802 -45%
WCM
1458
Windsor Capital Management
Arizona
$624K +$498 +12 +0.1%
IIC
1459
Integrated Investment Consultants
Michigan
$622K +$12.1K +291 +2%
JWCA
1460
J.W. Coons Advisors
Ohio
$622K -$49.8K -1,200 -7%
MP
1461
McDonald Partners
Ohio
$619K -$40.7K -981 -6%
CWM
1462
Centurion Wealth Management
Virginia
$616K +$8.97K +216 +1%
EB
1463
Eastern Bank
Massachusetts
$613K -$39.9K -962 -6%
PPWP
1464
Proquility Private Wealth Partners
Nevada
$612K -$1.23M -29,658 -65%
SIM
1465
Sentry Investment Management
Wisconsin
$611K -$110K -2,649 -14%
NAMP
1466
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$611K -$45.7K -1,100 -6%
PWP
1467
Phillips Wealth Planners
Mississippi
$610K -$118K -2,849 -15%
AWE
1468
Avidian Wealth Enterprises
Texas
$608K +$6.43K +155 +1%
FHA
1469
First Horizon Advisors
Tennessee
$608K -$28.5K -686 -4%
SWM
1470
SeaCrest Wealth Management
New York
$607K +$42 +1 +0%
FFA
1471
First Foundation Advisors
California
$605K -$18K -434 -3%
WWM
1472
Waterway Wealth Management
Texas
$605K +$73.5K +1,770 +12%
BIM
1473
Baldwin Investment Management
Pennsylvania
$601K -$29.4K -709 -4%
AWA
1474
Arkadios Wealth Advisors
Georgia
$601K -$293K -7,063 -31%
PCP
1475
Proficio Capital Partners
Massachusetts
$598K +$198K +4,781 +43%
57 58
59
60 61