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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1826
Operose Advisors
Wisconsin
$297K -$11.8K -141 -3%
SWMP
1827
Signature Wealth Management Partners
New Jersey
$295K +$47K +561 +16%
MWM
1828
Modera Wealth Management
New Jersey
$295K -$84.6K -1,009 -20%
SWA
1829
Sax Wealth Advisors
New Jersey
$293K -$22.6K -270 -6%
RPWA
1830
Regent Peak Wealth Advisors
Georgia
$292K -$16.4K -196 -5%
MSWM
1831
McGlone Suttner Wealth Management
Wisconsin
$292K +$8.64K +103 +3%
CFP
1832
Catalyst Financial Partners
Massachusetts
$292K -$50.8K -606 -13%
AMIM
1833
Aull & Monroe Investment Management
Alabama
$291K -$2.1K -25 -0.6%
IF
1834
IRON Financial
Illinois
$291K +$329K +3,918 New
WG
1835
Welch Group
Alabama
$291K -$5.62K -67 -2%
LIA
1836
LBMC Investment Advisors
Tennessee
$290K – – –
CBT
1837
Central Bank & Trust
Kentucky
$289K -$1.26K -15 -0.4%
LCM
1838
Leisure Capital Management
California
$287K +$4.86K +58 +2%
WAG
1839
Winthrop Advisory Group
Massachusetts
$287K -$46.7K -557 -13%
VAM
1840
Verity Asset Management
North Carolina
$287K -$7.97K -95 -2%
WA
1841
Waverly Advisors
Alabama
$286K -$7.63K -91 -2%
ONST
1842
Old North State Trust
North Carolina
$286K – – –
GA
1843
GraniteShares Advisors
New York
$286K -$28.6K -341 -8%
GFG
1844
Goldstone Financial Group
Illinois
$286K +$322K +3,844 New
SFS
1845
Stiles Financial Services
Minnesota
$285K +$1.76K +21 +0.6%
WA
1846
Wealth Architects
California
$284K +$7.13K +85 +2%
EWM
1847
Edge Wealth Management
New York
$283K – – –
CIA
1848
Cape Investment Advisory
Georgia
$283K +$319K +3,807 New
PAG
1849
Powers Advisory Group
Illinois
$282K +$1.68K +20 +0.5%
1IA
1850
1620 Investment Advisors
Massachusetts
$281K -$390K -4,654 -55%
72 73
74
75 76