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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1901
Venturi Wealth Management
Texas
$846K +$260K +2,485 +56%
FPF
1902
First Pacific Financial
Washington
$846K +$91.3K +874 +14%
HWA
1903
Heritage Wealth Advisors
Virginia
$844K -$22.2K -213 -3%
AA
1904
Aire Advisors
California
$843K -$78.7K -753 -10%
WAS
1905
Wealth Advisory Solutions
Indiana
$842K -$91.9K -880 -11%
PFWA
1906
Paces Ferry Wealth Advisors
Georgia
$841K +$142K +1,357 +25%
BFP
1907
Briaud Financial Planning
Texas
$841K -$550K -5,263 -43%
EP
1908
Eudaimonia Partners
Tennessee
$838K -$33.3K -319 -4%
MTWM
1909
Masso Torrence Wealth Management
New Jersey
$837K – – –
PAM
1910
Palisade Asset Management
Minnesota
$837K +$15.8K +151 +2%
LCM
1911
Liberty Capital Management
Michigan
$836K -$3.24K -31 -0.5%
WPA
1912
West Paces Advisors
Georgia
$836K -$47.4K -454 -6%
HC
1913
Hara Capital
Washington
$834K +$23K +220 +3%
CPIA
1914
Cornell Pochily Investment Advisors
New York
$830K -$15.1K -145 -2%
RZH
1915
Relyea Zuckerberg Hanson
Connecticut
$829K +$70.4K +674 +11%
WPC
1916
White Pine Capital
Minnesota
$829K +$40.2K +385 +5%
WIM
1917
Westside Investment Management
California
$828K -$241K -2,305 -25%
CPRC
1918
Consolidated Portfolio Review Corp
New York
$828K -$187K -1,795 -21%
AWA
1919
Acorn Wealth Advisors
Michigan
$827K -$16.3K -156 -2%
GWSG
1920
GPS Wealth Strategies Group
Colorado
$824K -$11.7K -112 -2%
BFA
1921
Beacon Financial Advisory
Ohio
$823K -$119K -1,138 -14%
PSF
1922
Pacific Sun Financial
California
$821K -$4.39K -42 -0.6%
BWP
1923
Baldwin Wealth Partners
Massachusetts
$821K -$245K -2,346 -26%
PWM
1924
PBMares Wealth Management
Virginia
$821K -$17K -163 -2%
ITIM
1925
Indiana Trust & Investment Management
Indiana
$820K -$10.9K -104 -2%
75 76
77
78 79