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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1451
Beta Wealth Group
California
$489K +$14.3K +202 +3%
BSA
1452
Bull Street Advisors
Georgia
$488K +$1.42K +20 +0.3%
BO
1453
Bank OZK
Arkansas
$488K -$658K -9,290 -57%
HIM
1454
Hillsdale Investment Management
Ontario, Canada
$485K +$28.6K +404 +6%
CAM
1455
Campion Asset Management
Virginia
$484K -$1.06K -15 -0.2%
BWM
1456
Baystate Wealth Management
Massachusetts
$482K +$25.7K +363 +6%
BFM
1457
Boston Financial Management
Massachusetts
$482K -$456K -6,439 -48%
AC
1458
Abbrea Capital
California
$480K -$48.1K -679 -9%
IAM
1459
Innovis Asset Management
Illinois
$479K +$486K +6,864 New
WIP
1460
WealthCare Investment Partners
Rhode Island
$479K -$52.9K -746 -10%
CPA
1461
Capital Planning Advisors
California
$478K -$1.45M -20,437 -75%
LAS
1462
Lloyd Advisory Services
Georgia
$478K +$485K +6,843 New
NG
1463
Norden Group
Utah
$478K +$485K +6,843 New
MW
1464
Marcum Wealth
Ohio
$477K -$13K -184 -3%
SLG
1465
Stanley-Laman Group
Pennsylvania
$477K – – –
SSWM
1466
Strait & Sound Wealth Management
California
$474K +$222K +3,132 +86%
BA
1467
Bristlecone Advisors
Washington
$471K – – –
EL
1468
Essex LLC
Illinois
$468K -$6.45K -91 -1%
WF
1469
Williams Financial
Vermont
$468K -$3.19K -45 -0.7%
AIS
1470
AM Investment Strategies
Tennessee
$468K +$251K +3,540 +112%
FFG
1471
Frisch Financial Group
New York
$468K +$475K +6,706 New
PWMAG
1472
Pinnacle Wealth Management Advisory Group
New Jersey
$467K +$45.6K +644 +11%
LC
1473
Lindbrook Capital
California
$465K +$31.5K +445 +7%
JFA
1474
JNBA Financial Advisors
Minnesota
$464K -$1.27K -18 -0.3%
BCG
1475
Breakwater Capital Group
New Jersey
$464K +$6.31K +89 +1%
57 58
59
60 61