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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1601
Alpha Omega Wealth Management
Virginia
$307K -$12.5K -114 -4%
CAG
1602
Crestwood Advisors Group
Massachusetts
$304K -$55.8K -510 -14%
WBG
1603
Wharton Business Group
Pennsylvania
$304K – – –
BBWP
1604
Beacon Bridge Wealth Partners
Pennsylvania
$303K +$2.63K +24 +0.8%
MIM
1605
Merrion Investment Management
New Jersey
$303K +$54.7K +500 +20%
PCA
1606
Pallas Capital Advisors
Massachusetts
$303K -$1.42K -13 -0.4%
MGAM
1607
McGowan Group Asset Management
Texas
$302K +$1.75K +16 +0.5%
WSCM
1608
Wellington Shields Capital Management
New York
$302K – – –
GP
1609
Girard Partners
Pennsylvania
$300K +$116K +1,056 +54%
CCG
1610
Ceeto Capital Group
Florida
$299K – – –
GG
1611
Greenwood Gearhart
Arkansas
$298K -$1.53K -14 -0.5%
RVPG
1612
Relative Value Partners Group
$298K -$4.27K -39 -1%
PWA
1613
Physician Wealth Advisors
Utah
$297K +$328 +3 +0.1%
FA
1614
Fortis Advisors
Pennsylvania
$295K – – –
PMFA
1615
Plante Moran Financial Advisors
Michigan
$295K +$7.11K +65 +2%
T
1616
TNF
Montana
$294K +$1.64K +15 +0.5%
CFP
1617
Catalyst Financial Partners
Massachusetts
$294K +$5.8K +53 +2%
TA
1618
TruWealth Advisors
Louisiana
$294K +$7.55K +69 +2%
WDG
1619
Wealth Dimensions Group
Ohio
$292K +$11.5K +105 +4%
AI
1620
Atom Investors
Texas
$291K +$321K +2,936 New
BCAM
1621
Boston Common Asset Management
Massachusetts
$289K -$495K -4,520 -61%
WPC
1622
Waters Parkerson & Co
Louisiana
$289K +$13.7K +125 +4%
AW
1623
Avion Wealth
Texas
$289K +$40.6K +371 +18%
WRPWM
1624
Werba Rubin Papier Wealth Management
California
$288K +$1.42K +13 +0.5%
MCA
1625
Millennium Capital Advisors
Arkansas
$288K – – –
63 64
65
66 67