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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2526
Worth Financial Advisory Group
North Carolina
$316K +$22.2K +456 +8%
CAM
2527
Cacti Asset Management
Georgia
$315K – – –
HFBOT
2528
Home Federal Bank of Tennessee
Tennessee
$315K +$32.1K +661 +13%
LT
2529
Legacy Trust
Michigan
$315K +$11.2K +230 +4%
S
2530
Sachetta
Massachusetts
$312K -$8.9K -183 -3%
WWM
2531
WT Wealth Management
Arizona
$312K -$4.86K -100 -2%
GCAC
2532
Guardian Capital Advisors (Canada)
Ontario, Canada
$310K -$37.7K -775 -12%
ECM
2533
EagleClaw Capital Management
Massachusetts
$310K -$29.2K -600 -9%
PAM
2534
Pinpoint Asset Management
Hong Kong
$310K +$283K +5,817 New
MWPCG
2535
Measured Wealth Private Client Group
New Hampshire
$309K -$46.3K -953 -14%
CCM
2536
Chaney Capital Management
Washington
$308K – – –
CA
2537
Carson Advisory
Georgia
$308K -$31.5K -647 -10%
LGG
2538
Luts & Greenleigh Group
Maryland
$306K +$280K +5,753 New
BCM
2539
Blume Capital Management
California
$306K – – –
CCA
2540
Clearwater Capital Advisors
Illinois
$304K -$4.33K -89 -2%
IWP
2541
Invenio Wealth Partners
Florida
$304K +$5.54K +114 +2%
BWA
2542
Burt Wealth Advisors
Maryland
$304K – – –
NPF
2543
Norris Perne & French
Michigan
$303K -$4.86K -100 -2%
HA
2544
Hofer & Associates
California
$303K +$1.26K +26 +0.5%
HWMG
2545
Hurlow Wealth Management Group
Indiana
$303K -$97 -2 -0%
MAG
2546
MRA Advisory Group
New Jersey
$303K -$47.7K -980 -15%
PA
2547
PSI Advisors
Florida
$303K -$53.5K -1,100 -16%
AT
2548
American Trust
Kentucky
$303K -$32.6K -671 -11%
CAC
2549
Certified Advisory Corp
Florida
$302K -$19.2K -394 -6%
SDWMA
2550
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K -$1.36K -28 -0.5%
100 101
102
103 104