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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
1701
4Wealth Advisors
Illinois
$420K -$124K -1,119 -26%
AAS
1702
Annex Advisory Services
Wisconsin
$419K -$37.5K -339 -10%
PCMNC
1703
Piedmont Capital Management (North Carolina)
North Carolina
$418K +$2.21K +20 +0.6%
ASG
1704
Ariston Services Group
California
$418K -$351K -3,166 Closed
DLA
1705
Douglas Lane & Associates
New York
$417K – – –
CJ
1706
Caitlin John
Michigan
$417K -$287K -2,589 -45%
SGCA
1707
Steel Grove Capital Advisors
Tennessee
$416K -$26K -235 -7%
MHIC
1708
Marble Harbor Investment Counsel
Massachusetts
$416K -$79.7K -720 -19%
FWIA
1709
Fort Washington Investment Advisors
Ohio
$413K – – –
BCM
1710
Birmingham Capital Management
Alabama
$413K – – –
LSL
1711
Legacy Solutions LLC
Pennsylvania
$413K -$4.43K -40 -1%
DCM
1712
Dorato Capital Management
Colorado
$411K – – –
PWA
1713
Physician Wealth Advisors
Utah
$410K +$14.1K +127 +4%
AW
1714
Avion Wealth
Texas
$410K +$83.7K +756 +32%
CWM
1715
Cabot Wealth Management
Massachusetts
$410K – – –
PBK
1716
Peoples Bank (Kansas)
Kansas
$409K -$6.64K -60 -2%
KIA
1717
Knollwood Investment Advisory
Maryland
$409K – – –
BG
1718
Bahl & Gaynor
Ohio
$409K -$13.5K -122 -4%
NA
1719
Nordwand Advisors
Pennsylvania
$408K – – –
WW
1720
Waterfront Wealth
Kansas
$408K +$72.2K +652 +27%
QC
1721
Quent Capital
New York
$408K -$25.8K -233 -7%
PHWA
1722
Petersen Hastings Wealth Advisors
Washington
$407K -$26.9K -243 -7%
SWA
1723
Sax Wealth Advisors
New Jersey
$405K -$23.9K -216 -5%
WBG
1724
Wharton Business Group
Pennsylvania
$405K – – –
HFM
1725
Harvest Fund Management
China
$404K +$339K +3,064 New
67 68
69
70 71