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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1426
Mendel Capital Management
Arkansas
$355K – – –
CCM
1427
Canal Capital Management
Virginia
$355K +$2.3K +25 +0.7%
IA
1428
Insight Advisors
Pennsylvania
$355K +$326K +3,549 New
RWA
1429
Ropes Wealth Advisors
Massachusetts
$353K -$187K -2,037 -37%
9WM
1430
9258 Wealth Management
Ohio
$353K – – –
AHB
1431
Abner Herrman & Brock
New Jersey
$352K +$36.8K +400 +13%
GWANC
1432
Guardian Wealth Advisors (North Carolina)
North Carolina
$351K +$322K +3,498 New
SIG
1433
Sargent Investment Group
Maryland
$350K +$41.4K +450 +15%
GPA
1434
Garrison Point Advisors
California
$349K +$184 +2 +0.1%
ACM
1435
Alta Capital Management
Utah
$349K +$12.9K +140 +4%
FCCM
1436
First City Capital Management
Georgia
$349K +$13.8K +150 +4%
LA
1437
Legacy Advisors
Pennsylvania
$348K +$319K +3,470 New
ALAM
1438
Asahi Life Asset Management
Japan
$348K +$320K +3,480 New
VC
1439
Veracity Capital
Georgia
$348K +$320K +3,482 New
BFO
1440
Biltmore Family Office
North Carolina
$347K -$7.08K -77 -2%
CPWA
1441
Cerro Pacific Wealth Advisors
California
$347K +$20.1K +219 +7%
FMP
1442
Financial Management Professionals
Texas
$346K +$42K +457 +15%
AC
1443
ASB Consultores
Florida
$345K -$90.1K -980 -22%
PBO
1444
Peoples Bank (Ohio)
Ohio
$345K -$18.4K -200 -5%
AWM
1445
Aberdeen Wealth Management
Illinois
$345K – – –
ICG
1446
InterOcean Capital Group
Tennessee
$344K -$8.55K -93 -3%
NG
1447
NatWest Group
United Kingdom
$344K – – –
TW
1448
TrinityPoint Wealth
Connecticut
$343K +$17.5K +190 +6%
VWA
1449
V Wealth Advisors
Kansas
$341K -$124K -1,346 -28%
RFG
1450
Range Financial Group
Oregon
$341K -$15.6K -170 -5%
56 57
58
59 60