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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2226
PBMares Wealth Management
Virginia
$894K -$76.4K -479 -8%
SFI
2227
SPC Financial Inc
Maryland
$887K +$174K +1,092 +24%
PPC
2228
Park Place Capital
Alabama
$886K -$378K -2,370 -29%
PCMM
2229
Piedmont Capital Management (Montana)
Montana
$886K – – –
SWMP
2230
Signature Wealth Management Partners
New Jersey
$884K -$26.8K -168 -3%
WCA
2231
Westover Capital Advisors
Delaware
$882K – – –
VBFG
2232
Vishria Bird Financial Group
Tennessee
$882K – – –
PCMC
2233
Private Capital Management (Colorado)
Colorado
$880K +$445K +2,788 +98%
LIA
2234
LBMC Investment Advisors
Tennessee
$880K – – –
AWM
2235
Aprio Wealth Management
Georgia
$880K +$458K +2,874 +104%
WW
2236
Waterfront Wealth
Kansas
$878K -$50.7K -318 -5%
OFG
2237
Oxford Financial Group
Indiana
$876K +$158K +990 +21%
TCOK
2238
Trust Company of Kansas
Kansas
$875K +$642K +4,024 +256%
DOA
2239
D'Orazio & Associates
Virginia
$875K -$7.33K -46 -0.8%
NCFG
2240
New Century Financial Group
New Jersey
$873K -$2.19M -13,757 -71%
MIM
2241
Merrion Investment Management
New Jersey
$871K -$191K -1,200 -18%
BCM
2242
Blume Capital Management
California
$871K – – –
PF
2243
Penney Financial
Texas
$869K – – –
CGA
2244
Crescent Grove Advisors
Illinois
$867K -$4.94K -31 -0.6%
SC
2245
Steph & Co
Wisconsin
$866K -$38K -238 -4%
IWM
2246
Integris Wealth Management
California
$865K -$6.22K -39 -0.7%
SVCP
2247
Silicon Valley Capital Partners
California
$864K +$142K +892 +19%
NFA
2248
Northern Financial Advisors
Michigan
$862K -$4.94K -31 -0.6%
SW
2249
SkyOak Wealth
Michigan
$862K +$38.7K +243 +5%
BIP
2250
Blueprint Investment Partners
North Carolina
$860K +$188K +1,178 +27%
88 89
90
91 92