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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1726
Philadelphia Trust Company
Pennsylvania
$745K – – –
RWB
1727
RMR Wealth Builders
New Jersey
$745K +$177K +1,816 +34%
RSC
1728
Red Spruce Capital
Pennsylvania
$740K – – –
BFA
1729
Brendel Financial Advisors
New Hampshire
$739K – – –
EW
1730
Element Wealth
Mississippi
$739K +$31.4K +322 +5%
SMA
1731
Sage Mountain Advisors
Georgia
$738K +$281K +2,874 +69%
BFPW
1732
BOK Financial Private Wealth
Colorado
$727K +$108K +1,109 +19%
CA
1733
Cambridge Advisors
Nebraska
$724K +$98 +1 +0%
SIA
1734
Soltis Investment Advisors
Utah
$718K -$78.1K -800 -10%
LFA
1735
Legacy Financial Advisors
Kentucky
$718K +$112K +1,148 +20%
GFPC
1736
Global Financial Private Client
Florida
$718K +$28.6K +293 +5%
NP
1737
NorthRock Partners
Minnesota
$717K -$335K -3,435 -33%
SWMP
1738
Signature Wealth Management Partners
New Jersey
$716K +$201K +2,060 +43%
DJSG
1739
D.J. St. Germain
Massachusetts
$714K -$36.7K -376 -5%
CHA
1740
Cooper/Haims Advisors
New York
$714K -$5.76K -59 -0.9%
CWS
1741
Cypress Wealth Services
California
$714K -$2.73K -28 -0.4%
BWM
1742
BCS Wealth Management
Tennessee
$714K +$192K +1,967 +41%
CCM
1743
Chilton Capital Management
Texas
$710K +$25.8K +264 +4%
THWM
1744
Taylor Hoffman Wealth Management
Virginia
$709K – – –
SF
1745
Symphony Financial
Texas
$706K +$198K +2,025 +42%
SWA
1746
SOA Wealth Advisors
New York
$705K +$5.57K +57 +0.9%
BAS
1747
Brown Advisory Securities
Maryland
$703K -$113K -1,156 -15%
WJA
1748
Willis Johnson & Associates
Texas
$702K -$193K -1,972 -23%
WDA
1749
Wendell David Associates
New Hampshire
$701K +$976 +10 +0.1%
OFA
1750
Oak Family Advisors
Illinois
$700K -$48.8K -500 -7%
68 69
70
71 72