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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1501
Cape Investment Advisory
Georgia
$299K +$258K +2,895 New
AHL
1502
Abel Hall LLC
Louisiana
$299K +$258K +2,886 New
CWS
1503
Cypress Wealth Services
California
$298K +$714 +8 +0.3%
BWA
1504
Basecamp Wealth Advisors
Washington
$297K – – –
BFAG
1505
Blackston Financial Advisory Group
Florida
$297K -$357 -4 -0.1%
CSIC
1506
Clifford Swan Investment Counsel
California
$296K +$179 +2 +0.1%
1IA
1507
1620 Investment Advisors
Massachusetts
$296K +$11.3K +127 +5%
SCA
1508
Stonebridge Capital Advisors
Minnesota
$295K -$20.1K -225 -7%
W
1509
Wealthquest
Ohio
$294K +$254K +2,845 New
AFT
1510
Alpha Family Trust
California
$294K – – –
MW
1511
MBL Wealth
North Carolina
$294K +$268 +3 +0.1%
MW
1512
Maia Wealth
Colorado
$293K -$7.94K -89 -3%
MWM
1513
Meadowbrook Wealth Management
New York
$291K -$143K -1,600 -37%
YDMI
1514
Y.D. More Investments
Israel
$290K +$22.3K +250 +10%
VW
1515
Vantus Wealth
Pennsylvania
$290K +$250K +2,804 New
SDAM
1516
Shulman DeMeo Asset Management
New York
$290K +$803 +9 +0.3%
BB
1517
Berkshire Bank
Massachusetts
$289K – – –
EL
1518
EWA LLC
Pennsylvania
$289K +$250K +2,796 New
DIP
1519
DT Investment Partners
Pennsylvania
$287K – – –
JWA
1520
JFS Wealth Advisors
Pennsylvania
$285K +$1.61K +18 +0.7%
FWP
1521
Flatrock Wealth Partners
California
$285K -$33.4K -374 -12%
MCA
1522
Magnolia Capital Advisors
Mississippi
$285K +$245K +2,750 New
HR
1523
Howe & Rusling
New York
$284K +$245K +2,747 New
WA
1524
Wealth Architects
California
$284K -$16.9K -189 -6%
SPI
1525
Sutton Place Investors
New York
$283K +$244K +2,736 New
59 60
61
62 63