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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Carson Advisory
Georgia
$239K -$7.1K -93 -3%
APIM
1827
Agate Pass Investment Management
Washington
$239K -$4.96K -65 -2%
CWS
1828
Cypress Wealth Services
California
$237K +$10.6K +139 +5%
AWE
1829
Avidian Wealth Enterprises
Texas
$237K +$20.8K +272 +10%
ACIM
1830
Azimuth Capital Investment Management
Michigan
$237K +$16.8K +220 +8%
SIM
1831
Stratos Investment Management
Ohio
$237K -$82.4K -1,079 -27%
MW
1832
MBL Wealth
North Carolina
$236K +$6.49K +85 +3%
PRI
1833
Prepared Retirement Institute
Pennsylvania
$236K -$387K -5,062 -63%
MCWS
1834
McKinley Carter Wealth Services
West Virginia
$236K – – –
HB
1835
Horizon Bancorp
Indiana
$235K +$8.48K +111 +4%
NPT
1836
Nixon Peabody Trust
Massachusetts
$235K -$72.7K -952 -24%
HFP
1837
Holistic Financial Partners
Indiana
$235K -$19.9K -261 -8%
PGF
1838
Plan Group Financial
Oklahoma
$235K +$225K +2,944 New
SOW
1839
State of Wyoming
Wyoming
$234K -$5.27K -69 -2%
BWP
1840
BSW Wealth Partners
Colorado
$233K -$4.13K -54 -2%
MFG
1841
Magnus Financial Group
New York
$233K -$11.6K -152 -5%
HWA
1842
Heritage Wealth Advisors
Virginia
$233K -$59.3K -776 -21%
AFAS
1843
Acorn Financial Advisory Services
Virginia
$233K -$19.6K -257 -8%
TIA
1844
Tiemann Investment Advisors
California
$232K – – –
EWM
1845
Empirical Wealth Management
Washington
$232K +$15.4K +202 +7%
MTWM
1846
Masso Torrence Wealth Management
New Jersey
$232K +$222K +2,906 New
BHPW
1847
Beverly Hills Private Wealth
California
$231K +$221K +2,899 New
HA
1848
Harfst & Associates
Wyoming
$231K -$3.59K -47 -2%
WCM
1849
Wedge Capital Management
North Carolina
$229K -$31.6M -414,310 -99%
AWM
1850
Aberdeen Wealth Management
Illinois
$229K +$229 +3 +0.1%
72 73
74
75 76