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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1826
SevenBridge Financial Group
Pennsylvania
$297K – – –
AFP
1827
Ausdal Financial Partners
Iowa
$297K -$22.6K -269 -6%
OA
1828
Operose Advisors
Wisconsin
$297K -$11.8K -141 -3%
SWMP
1829
Signature Wealth Management Partners
New Jersey
$295K +$47K +561 +16%
MWM
1830
Modera Wealth Management
New Jersey
$295K -$84.6K -1,009 -20%
SWA
1831
Sax Wealth Advisors
New Jersey
$293K -$22.6K -270 -6%
RPWA
1832
Regent Peak Wealth Advisors
Georgia
$292K -$16.4K -196 -5%
MSWM
1833
McGlone Suttner Wealth Management
Wisconsin
$292K +$8.64K +103 +3%
CFP
1834
Catalyst Financial Partners
Massachusetts
$292K -$50.8K -606 -13%
AMIM
1835
Aull & Monroe Investment Management
Alabama
$291K -$2.1K -25 -0.6%
IF
1836
IRON Financial
Illinois
$291K +$329K +3,918 New
WG
1837
Welch Group
Alabama
$291K -$5.62K -67 -2%
LIA
1838
LBMC Investment Advisors
Tennessee
$290K – – –
CBT
1839
Central Bank & Trust
Kentucky
$289K -$1.26K -15 -0.4%
LCM
1840
Leisure Capital Management
California
$287K +$4.86K +58 +2%
WAG
1841
Winthrop Advisory Group
Massachusetts
$287K -$46.7K -557 -13%
VAM
1842
Verity Asset Management
North Carolina
$287K -$7.97K -95 -2%
WA
1843
Waverly Advisors
Alabama
$286K -$7.63K -91 -2%
ONST
1844
Old North State Trust
North Carolina
$286K – – –
GA
1845
GraniteShares Advisors
New York
$286K -$28.6K -341 -8%
GFG
1846
Goldstone Financial Group
Illinois
$286K +$322K +3,844 New
SFS
1847
Stiles Financial Services
Minnesota
$285K +$1.76K +21 +0.6%
WA
1848
Wealth Architects
California
$284K +$7.13K +85 +2%
EWM
1849
Edge Wealth Management
New York
$283K – – –
CIA
1850
Cape Investment Advisory
Georgia
$283K +$319K +3,807 New
72 73
74
75 76