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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1676
LVW Advisors
New York
$294K -$8.22K -87 -3%
SCA
1677
Sippican Capital Advisors
Massachusetts
$294K -$102K -1,075 -26%
CWM
1678
Cabot Wealth Management
Massachusetts
$294K – – –
KIA
1679
Knollwood Investment Advisory
Maryland
$293K – – –
FC
1680
Fulcrum Capital
Washington
$293K – – –
IA
1681
Integrity Alliance
Iowa
$292K +$34.1K +361 +13%
AWA
1682
A4 Wealth Advisors
North Carolina
$292K +$292K +3,085 New
LSPW
1683
Lake Street Private Wealth
Illinois
$292K +$16K +169 +6%
PFS
1684
Physicians Financial Services
North Carolina
$291K – – –
SF
1685
Symphony Financial
Texas
$290K +$77.3K +818 +36%
MWA
1686
Meridian Wealth Advisors
Texas
$290K +$6.14K +65 +2%
FDS
1687
First Dallas Securities
Texas
$290K -$9.45K -100 -3%
BTWM
1688
Brass Tax Wealth Management
Ohio
$290K +$12.6K +133 +5%
WBG
1689
Wharton Business Group
Pennsylvania
$290K – – –
WSCM
1690
Wellington Shields Capital Management
New York
$289K – – –
I
1691
InvesTrust
Oklahoma
$289K – – –
SP
1692
Stonebrook Private
Michigan
$289K +$32.5K +344 +13%
TWP
1693
Tempus Wealth Planning
California
$289K – – –
AWM
1694
Aviso Wealth Management
Washington
$288K -$31.3K -331 -10%
TWM
1695
Thrive Wealth Management
Pennsylvania
$288K -$20.1K -213 -7%
AWAP
1696
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$287K +$14.3K +151 +5%
PCM
1697
Permanent Capital Management
Illinois
$287K +$287K +3,036 New
ZBNA
1698
Zions Bancorporation, National Association
Utah
$287K +$159K +1,677 +124%
BCA
1699
Bay Colony Advisors
Massachusetts
$287K +$12.3K +130 +4%
LSL
1700
Legacy Solutions LLC
Pennsylvania
$287K +$284 +3 +0.1%
66 67
68
69 70