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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1876
Waverly Advisors
Alabama
$817K -$184K -1,620 -22%
FPB
1877
First PREMIER Bank
South Dakota
$817K +$3.86K +34 +0.5%
SWA
1878
SOA Wealth Advisors
New York
$816K +$6.59K +58 +0.8%
CA
1879
Claro Advisors
Massachusetts
$816K +$33.9K +298 +4%
AFM
1880
Abbot Financial Management
Massachusetts
$814K -$36.8K -324 -4%
XWM
1881
Xcel Wealth Management
Florida
$814K +$88.5K +779 +13%
PCMM
1882
Piedmont Capital Management (Montana)
Montana
$813K +$39.2K +345 +5%
JAG
1883
Journey Advisory Group
Kentucky
$812K -$59K -519 -7%
JAFL
1884
Jay A. Fishman Ltd
Michigan
$807K +$781K +6,878 New
VFA
1885
Voya Financial Advisors
Connecticut
$807K -$42K -370 -5%
LWA
1886
Lineweaver Wealth Advisors
Ohio
$805K +$9.65K +85 +1%
BA
1887
Birinyi Associates
Connecticut
$804K +$28.4K +250 +4%
SF
1888
Symphony Financial
Texas
$804K +$227K +2,001 +42%
TCMP
1889
Thrive Capital Management (Pennsylvania)
Pennsylvania
$803K -$596K -5,243 -43%
CNBT
1890
Cornerstone National Bank & Trust
Illinois
$803K -$121K -1,064 -13%
OL
1891
Optas LLC
Texas
$801K +$227 +2 +0%
KF
1892
Krilogy Financial
Missouri
$801K +$47.6K +419 +7%
VWM
1893
Vigilare Wealth Management
Arizona
$799K +$103K +907 +15%
AFG
1894
Allegheny Financial Group
Pennsylvania
$795K +$4.32K +38 +0.6%
CCA
1895
Childress Capital Advisors
Texas
$794K -$190K -1,675 -20%
THWM
1896
Taylor Hoffman Wealth Management
Virginia
$794K – – –
RAM
1897
Roanoke Asset Management
New Jersey
$793K +$120K +1,055 +19%
IIC
1898
Integrated Investment Consultants
Michigan
$792K +$280K +2,466 +58%
PFO
1899
Pathstone Family Office
New Jersey
$791K -$444K -3,907 -37%
SWMP
1900
Signature Wealth Management Partners
New Jersey
$790K -$11.4K -100 -1%
74 75
76
77 78