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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1901
Pacific Sage Partners
Washington
$1.33M +$8.62K +57 +0.6%
MAA
1902
Mraz Amerine & Associates
California
$1.33M -$3.93K -26 -0.3%
CWMGP
1903
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.33M +$190K +1,253 +16%
PWP
1904
Precedent Wealth Partners
Texas
$1.33M +$1.35M +8,904 New
WTFG
1905
Wells Trecaso Financial Group
Ohio
$1.32M +$3.78K +25 +0.3%
SFS
1906
Solitude Financial Services
Virginia
$1.32M +$188K +1,242 +16%
WFM
1907
Wolff Financial Management
Michigan
$1.32M +$454 +3 +0%
BTWM
1908
Baker Tilly Wealth Management
Wisconsin
$1.32M -$63.5K -420 -5%
BRM
1909
Boston Research & Management
Massachusetts
$1.31M – – –
CCA
1910
Cadent Capital Advisors
Oklahoma
$1.31M +$8.92K +59 +0.7%
CFO
1911
CVA Family Office
Colorado
$1.31M -$23.3K -154 -2%
SMA
1912
Sage Mountain Advisors
Georgia
$1.3M +$61.7K +408 +5%
FCFC
1913
First Commonwealth Financial Corp
Pennsylvania
$1.3M +$111K +734 +9%
JWM
1914
JGP Wealth Management
Oregon
$1.3M +$141K +930 +12%
WMA
1915
Wealth Management Associates
New Jersey
$1.3M -$209K -1,379 -14%
WMA
1916
West Michigan Advisors
Michigan
$1.3M -$48.1K -318 -4%
BEAM
1917
Baker Ellis Asset Management
Washington
$1.29M -$286K -1,888 -18%
EWS
1918
Evergreen Wealth Solutions
Pennsylvania
$1.29M -$26K -172 -2%
RP
1919
Rice Partnership
Hawaii
$1.29M -$66.2K -438 -5%
FCB
1920
First County Bank
Connecticut
$1.29M +$60.8K +402 +5%
SOS
1921
Silver Oak Securities
Tennessee
$1.29M +$611K +4,043 +88%
ACP
1922
Aveo Capital Partners
Colorado
$1.29M +$12.4K +82 +1%
WA
1923
Wambolt & Associates
Colorado
$1.28M +$95K +628 +8%
OHWP
1924
Oak Harbor Wealth Partners
North Carolina
$1.28M +$36.1K +239 +3%
UCB
1925
United Community Bank
South Carolina
$1.28M +$916K +6,058 +240%
75 76
77
78 79