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Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1901
Mraz Amerine & Associates
California
$1.33M -$3.93K -26 -0.3%
CWMGP
1902
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.33M +$190K +1,253 +16%
PWP
1903
Precedent Wealth Partners
Texas
$1.33M +$1.35M +8,904 New
WTFG
1904
Wells Trecaso Financial Group
Ohio
$1.32M +$3.78K +25 +0.3%
SFS
1905
Solitude Financial Services
Virginia
$1.32M +$188K +1,242 +16%
WFM
1906
Wolff Financial Management
Michigan
$1.32M +$454 +3 +0%
BTWM
1907
Baker Tilly Wealth Management
Wisconsin
$1.32M -$63.5K -420 -5%
BRM
1908
Boston Research & Management
Massachusetts
$1.31M – – –
CCA
1909
Cadent Capital Advisors
Oklahoma
$1.31M +$8.92K +59 +0.7%
CFO
1910
CVA Family Office
Colorado
$1.31M -$23.3K -154 -2%
SMA
1911
Sage Mountain Advisors
Georgia
$1.3M +$61.7K +408 +5%
FCFC
1912
First Commonwealth Financial Corp
Pennsylvania
$1.3M +$111K +734 +9%
JWM
1913
JGP Wealth Management
Oregon
$1.3M +$141K +930 +12%
WMA
1914
Wealth Management Associates
New Jersey
$1.3M -$209K -1,379 -14%
WMA
1915
West Michigan Advisors
Michigan
$1.3M -$48.1K -318 -4%
BEAM
1916
Baker Ellis Asset Management
Washington
$1.29M -$286K -1,888 -18%
EWS
1917
Evergreen Wealth Solutions
Pennsylvania
$1.29M -$26K -172 -2%
RP
1918
Rice Partnership
Hawaii
$1.29M -$66.2K -438 -5%
FCB
1919
First County Bank
Connecticut
$1.29M +$60.8K +402 +5%
SOS
1920
Silver Oak Securities
Tennessee
$1.29M +$611K +4,043 +88%
ACP
1921
Aveo Capital Partners
Colorado
$1.29M +$12.4K +82 +1%
WA
1922
Wambolt & Associates
Colorado
$1.28M +$95K +628 +8%
OHWP
1923
Oak Harbor Wealth Partners
North Carolina
$1.28M +$36.1K +239 +3%
UCB
1924
United Community Bank
South Carolina
$1.28M +$916K +6,058 +240%
SAM
1925
Smartleaf Asset Management
Massachusetts
$1.28M +$1.33M +8,815 New
75 76
77
78 79