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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
2151
J.L. Bainbridge & Co
Florida
$536K -$9.65K -85 -2%
HPWM
2152
Highland Private Wealth Management
Washington
$535K -$442K -3,892 -46%
SCM
2153
SOL Capital Management
Maryland
$535K -$33.5K -295 -6%
AGA
2154
Arkos Global Advisors
Texas
$534K – – –
CC
2155
Cornerstone Capital
California
$533K – – –
TNB
2156
Thomasville National Bank
Georgia
$531K -$315K -2,770 -38%
FBFS
2157
First Business Financial Services
Wisconsin
$531K – – –
GWS
2158
Glassman Wealth Services
Virginia
$528K +$57.4K +505 +13%
EWA
2159
EverSource Wealth Advisors
Alabama
$528K +$511K +4,498 New
SF
2160
SBK Financial
Virginia
$528K +$511K +4,500 New
RIM
2161
Rockbridge Investment Management
New York
$527K +$9.31K +82 +2%
MCWA
2162
Meadow Creek Wealth Advisors
Georgia
$527K +$510K +4,489 New
DHGWA
2163
Dixon Hughes Goodman Wealth Advisors
North Carolina
$525K +$508K +4,474 New
LFG
2164
Larson Financial Group
Missouri
$524K +$350K +3,084 +224%
PIA
2165
Perennial Investment Advisors
California
$523K +$52.7K +464 +12%
RW
2166
RVW Wealth
California
$523K +$111K +978 +28%
APW
2167
Austin Private Wealth
Texas
$522K -$17.4K -153 -3%
CIM
2168
CIM Investment Management
Pennsylvania
$522K -$9.65K -85 -2%
RMSCM
2169
R.M. Sincerbeaux Capital Management
New York
$522K – – –
SDH
2170
Sloy Dahl & Holst
Washington
$522K – – –
VAM
2171
Verity Asset Management
North Carolina
$521K +$29.2K +257 +6%
SAF
2172
Smith Anglin Financial
Texas
$521K +$63.7K +561 +14%
HFAS
2173
Hummer Financial Advisory Services
Illinois
$520K -$60.8K -535 -11%
RPWA
2174
Regent Peak Wealth Advisors
Georgia
$519K +$14.7K +129 +3%
RFN
2175
RDA Financial Network
Iowa
$518K -$6.93K -61 -1%
85 86
87
88 89