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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1851
Probity Advisors
Texas
$646K +$99.6K +1,083 +19%
CCG
1852
Chatham Capital Group
Georgia
$646K -$17K -185 -3%
AA
1853
Aire Advisors
California
$646K -$12.4K -135 -2%
RFG
1854
RFP Financial Group
Georgia
$646K +$180K +1,956 +41%
WCF
1855
West Coast Financial
California
$644K -$38.5K -418 -6%
RFS
1856
Richardson Financial Services
Massachusetts
$643K – – –
EWS
1857
Evergreen Wealth Solutions
Pennsylvania
$643K -$189K -2,058 -24%
JWM
1858
Jupiter Wealth Management
Colorado
$639K – – –
CWS
1859
Cypress Wealth Services
California
$639K -$5.34K -58 -0.9%
LCM
1860
Liberty Capital Management
Michigan
$638K +$26.9K +292 +5%
GFA
1861
Gallagher Fiduciary Advisors
Illinois
$637K +$460 +5 +0.1%
MA
1862
MJP Associates
Connecticut
$637K -$30.3K -329 -5%
HAIM
1863
Hunter Associates Investment Management
Pennsylvania
$635K +$27.6K +300 +5%
CWM
1864
Centurion Wealth Management
Virginia
$634K +$607K +6,594 New
VWM
1865
Venturi Wealth Management
Texas
$633K +$43K +467 +8%
AC
1866
ASB Consultores
Florida
$633K -$28.1K -305 -4%
WPA
1867
West Paces Advisors
Georgia
$633K -$23.6K -256 -4%
OWA
1868
Opal Wealth Advisors
New York
$631K -$6.81K -74 -1%
VF
1869
Vest Financial
Virginia
$630K +$402K +4,374 +201%
LP
1870
LGL Partners
Pennsylvania
$630K +$31.7K +345 +6%
CASB
1871
Cape Ann Savings Bank
Massachusetts
$629K -$29.1K -316 -5%
PWPS
1872
Pinnacle Wealth Planning Services
Ohio
$629K -$2.02K -22 -0.3%
BCA
1873
Bay Colony Advisors
Massachusetts
$624K -$65.2K -709 -10%
HWA
1874
Heritage Wealth Advisors
Virginia
$621K -$40.9K -445 -6%
FCM
1875
Fairbanks Capital Management
California
$620K -$147K -1,603 -20%
73 74
75
76 77