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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1201
Clearview Wealth Advisors
Oregon
$277K +$19.1K +343 +8%
BWP
1202
Baldwin Wealth Partners
Massachusetts
$276K -$9.2K -165 -4%
AIM
1203
Axiom Investment Management
New York
$275K -$2.62K -47 -1%
MCM
1204
McRae Capital Management
New Jersey
$274K – – –
FFA
1205
Founders Financial Alliance
North Carolina
$274K +$5.52K +99 +2%
AWA
1206
ARS Wealth Advisors
Florida
$273K – – –
CCA
1207
Cobblestone Capital Advisors
New York
$273K +$5.91K +106 +2%
FCA
1208
FinTrust Capital Advisors
South Carolina
$272K +$66.3K +1,190 +36%
TF
1209
TLWM Financial
Texas
$271K – – –
HWA
1210
HHM Wealth Advisors
Tennessee
$271K +$30.4K +545 +14%
PPP
1211
Private Portfolio Partners
New Jersey
$271K -$11.1K -200 -4%
NW
1212
NewEdge Wealth
Pennsylvania
$270K +$247K +4,428 New
AHC
1213
Adell Harriman & Carpenter
Texas
$269K – – –
PWA
1214
Physician Wealth Advisors
Utah
$269K -$40.5K -727 -13%
NB
1215
Northwest Bancshares
Pennsylvania
$269K – – –
EWP
1216
Engrave Wealth Partners
Texas
$269K +$3.34K +60 +1%
BCP
1217
Berkeley Capital Partners
Georgia
$269K +$246K +4,416 New
FG
1218
Fiduciary Group
Georgia
$268K +$4.68K +84 +2%
FHC
1219
First Heartland Consultants
Missouri
$266K +$4.29K +77 +2%
MWM
1220
Modera Wealth Management
New Jersey
$265K +$223 +4 +0.1%
CA
1221
Continuum Advisory
Idaho
$264K +$242K +4,343 New
WPC
1222
White Pine Capital
Minnesota
$263K – – –
NJBEST
1223
New Jersey Better Educational Savings Trust
New Jersey
$262K – – –
EN1L
1224
Engine No 1 LLC
California
$262K +$240K +4,310 New
FMB
1225
Field & Main Bank
Kentucky
$261K +$23.8K +427 +11%
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