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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Meridian Wealth Management
Kentucky
$339K +$87.7K +1,682 +33%
CWM
1877
C2C Wealth Management
Arizona
$339K +$351K +6,736 New
CPA
1878
Capital Planning Advisors
California
$337K -$21.2K -406 -6%
SFS
1879
Strategic Financial Services
New York
$337K – – –
TFA
1880
Tranquilli Financial Advisor
New Jersey
$335K -$6.83K -131 -2%
WG
1881
Welch Group
Alabama
$335K +$104 +2 +0%
FCIM
1882
Fairview Capital Investment Management
California
$335K +$15.6K +300 +5%
1IA
1883
1620 Investment Advisors
Massachusetts
$335K +$347K +6,653 New
SC
1884
Searle & Co
Connecticut
$333K – – –
NSB
1885
Norway Savings Bank
Maine
$333K +$26.4K +507 +8%
MA
1886
MBA Advisors
Pennsylvania
$333K +$345K +6,610 New
SAM
1887
Secure Asset Management
Michigan
$332K +$6.78K +130 +2%
EFA
1888
Evernest Financial Advisors
Indiana
$332K +$411K +7,882 New
FC
1889
Forte Capital
New York
$331K -$148K -2,838 -30%
RPWA
1890
Regent Peak Wealth Advisors
Georgia
$331K -$46.2K -887 -12%
BAS
1891
Brown Advisory Securities
Maryland
$330K -$584K -11,200 -63%
OBWG
1892
Onyx Bridge Wealth Group
New York
$330K +$24.4K +468 +8%
T
1893
TCWP
Ohio
$330K +$342K +6,565 New
HWA
1894
HHM Wealth Advisors
Tennessee
$329K +$102K +1,950 +43%
LAM
1895
L2 Asset Management
Massachusetts
$329K +$341K +6,537 New
WWM
1896
Wolff Wiese Magana
California
$327K -$135K -2,587 -28%
AAM
1897
Autus Asset Management
Arizona
$327K -$26.1K -500 -7%
IFS
1898
Ifrah Financial Services
Arkansas
$327K +$7.87K +151 +2%
FNWM
1899
Financial Network Wealth Management
Utah
$326K – – –
CFO
1900
CVA Family Office
Colorado
$326K +$112K +2,141 +49%
74 75
76
77 78