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Name Holding Trade Value Shares
Change 		Change in
Stake
COA
2751
Crown Oak Advisors
California
$478K +$4.83K +32 +1%
BPFA
2752
Barnes Pettey Financial Advisors
Mississippi
$477K -$116K -767 -20%
DWP
2753
Destiny Wealth Partners
Florida
$476K -$24.3K -161 -5%
BWA
2754
Bordeaux Wealth Advisors
California
$476K -$128K -851 -22%
SSW
2755
Smith Shellnut Wilson
Mississippi
$474K – – –
ACM
2756
Ashford Capital Management
Delaware
$473K – – –
RI
2757
Ridgewood Investments
New Jersey
$471K -$1.51K -10 -0.3%
FNWA
2758
Financial Network Wealth Advisors
Utah
$471K +$14.9K +99 +3%
SPWM
2759
Straight Path Wealth Management
Michigan
$470K +$29K +192 +7%
TIM
2760
Total Investment Management
Arizona
$470K +$4.22K +28 +0.9%
GWM
2761
Greenwich Wealth Management
Connecticut
$470K -$38.9K -258 -8%
CFG
2762
Compton Financial Group
Maryland
$470K – – –
CCG
2763
Chatham Capital Group
Georgia
$469K -$51.9K -344 -10%
CWM
2764
Cabot Wealth Management
Massachusetts
$468K – – –
LWA
2765
Ledgewood Wealth Advisors
New Hampshire
$468K – – –
LF
2766
Lee Financial
Texas
$467K +$70K +464 +19%
WA
2767
Wealth Architects
California
$463K -$7.39K -49 -2%
WWWM
2768
White Wing Wealth Management
Texas
$462K -$3.02K -20 -0.7%
LT
2769
Legacy Trust
Michigan
$462K -$78.2K -518 -15%
WCM
2770
Wedge Capital Management
North Carolina
$462K -$24.4K -162 -5%
TFGT
2771
TS Financial Group (TSFG)
Illinois
$460K -$82.2K -545 -16%
SFS
2772
Strategic Financial Services
New York
$459K -$89K -590 -17%
WGC
2773
Watts Gwilliam & Co
Arizona
$458K +$422K +2,798 New
PWMG
2774
Pinnacle Wealth Management Group
Michigan
$457K -$35.3K -234 -7%
OWA
2775
Opal Wealth Advisors
New York
$457K -$252K -1,667 -37%
109 110
111
112 113