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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1826
Strategic Wealth Management Group
Maryland
$488K +$8.15K +91 +2%
RWB
1827
RMR Wealth Builders
New Jersey
$487K +$489K +5,464 New
IP
1828
Investment Partners
Ohio
$486K +$2.77K +31 +0.6%
JFA
1829
JNBA Financial Advisors
Minnesota
$483K +$7.07K +79 +1%
MPW
1830
Monterey Private Wealth
California
$480K -$716 -8 -0.1%
DMC
1831
Drexel Morgan & Co
Pennsylvania
$478K – – –
EA
1832
Elm Advisors
California
$477K – – –
TA
1833
TCG Advisors
Texas
$477K +$72.9K +814 +18%
SF
1834
Symphony Financial
Texas
$472K -$58.2K -650 -11%
BWCS
1835
Beirne Wealth Consulting Services
Connecticut
$472K – – –
OWP
1836
Obermeyer Wealth Partners
Colorado
$471K -$29.2K -326 -6%
CAM
1837
Covenant Asset Management
New Jersey
$470K -$138K -1,545 -23%
EIP
1838
Ellis Investment Partners
Pennsylvania
$467K +$11.4K +127 +2%
CNB
1839
Camden National Bank
Maine
$465K -$34.1K -381 -7%
JF
1840
JSF Financial
California
$465K -$32.9K -368 -7%
PWM
1841
PBMares Wealth Management
Virginia
$465K -$269 -3 -0.1%
WCG
1842
Weaver Consulting Group
California
$464K +$39.1K +437 +9%
JWM
1843
JGP Wealth Management
Oregon
$463K +$15.7K +175 +3%
LSAG
1844
Lake Street Advisors Group
New Hampshire
$463K +$210K +2,343 +82%
BWP
1845
BSW Wealth Partners
Colorado
$462K -$1.25K -14 -0.3%
HCM
1846
Hodges Capital Management
Texas
$462K +$20.2K +226 +5%
PFA
1847
Pettinga Financial Advisors
Indiana
$460K -$63.6K -710 -12%
NED
1848
Nancy E. Dempze
$460K +$119K +1,325 +35%
BT
1849
Brandywine Trust
Delaware
$458K – – –
SMM
1850
Stadion Money Management
Georgia
$458K – – –
72 73
74
75 76