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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2626
Humankind Investments
New York
$266K +$6.53K +61 +2%
TC
2627
Tacita Capital
Ontario, Canada
$265K -$161K -1,500 -35%
1W
2628
1776 Wealth
Georgia
$265K – – –
TP
2629
Tranquility Partners
Tennessee
$265K – – –
MAG
2630
Mayfair Advisory Group
Alabama
$265K +$5.67K +53 +2%
CWP
2631
Concord Wealth Partners
Virginia
$265K +$25.3K +236 +9%
CPA
2632
Capital Performance Advisors
California
$264K +$107 +1 +0%
WI
2633
WrapManager Inc
California
$264K +$15.5K +145 +5%
OMC
2634
Overbrook Management Corp
New York
$264K +$300K +2,803 New
SL
2635
Salomon & Ludwin
Virginia
$263K +$9.85K +92 +3%
FAM
2636
Flaharty Asset Management
Florida
$262K -$96.1K -898 -24%
FF
2637
Francis Financial
$262K – – –
FSC
2638
Full Sail Capital
Oklahoma
$261K -$17.9K -167 -6%
WMS
2639
Wealth Management Solutions
Pennsylvania
$261K – – –
APW
2640
Austin Private Wealth
Texas
$260K -$22.7K -212 -7%
BBPWM
2641
Blue Bell Private Wealth Management
Pennsylvania
$260K -$9.31K -87 -3%
PIM
2642
Progressive Investment Management
Oregon
$260K – – –
MIC
2643
Meridian Investment Counsel
California
$260K +$39.2K +366 +15%
WP
2644
WealthShield Partners
North Carolina
$259K -$17.4K -163 -6%
RFN
2645
RDA Financial Network
Iowa
$259K -$963 -9 -0.3%
LAS
2646
LWM Advisory Services
Florida
$259K +$294K +2,750 New
WIP
2647
WealthCare Investment Partners
Rhode Island
$258K -$12K -112 -4%
BWA
2648
Beam Wealth Advisors
Louisiana
$258K +$4.92K +46 +2%
NWM
2649
Northcape Wealth Management
New York
$257K +$292K +2,727 New
PWMG
2650
Prestige Wealth Management Group
New Jersey
$256K -$82.7K -773 -22%
104 105
106
107 108