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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$735K -$75.1K -680 -9%
PIP
1952
Peachtree Investment Partners
Florida
$732K +$47K +426 +7%
SAM
1953
Secure Asset Management
Michigan
$732K +$103K +933 +17%
CAGAS
1954
Capital Advisory Group Advisory Services
Minnesota
$731K +$560K +5,070 +341%
SSWM
1955
Sheets Smith Wealth Management
North Carolina
$729K -$440K -3,982 -38%
MFG
1956
Merit Financial Group
Georgia
$729K -$352K -3,192 -33%
WR
1957
Watson Rebecca
$728K +$16.6K +150 +2%
SM
1958
Sciencast Management
New Jersey
$725K +$679K +6,150 New
EMB
1959
Elefante Mark B
$723K +$50.8K +460 +8%
ONB
1960
Old National Bancorp
Indiana
$723K +$83.6K +757 +13%
PM
1961
Parametrica Management
Hong Kong
$722K -$436K -3,953 -38%
HR
1962
Hayden Royal
North Carolina
$721K -$112K -1,016 -14%
FWM
1963
Foresight Wealth Management
Utah
$718K +$49.5K +448 +7%
SWA
1964
Stratos Wealth Advisors
Ohio
$717K +$322K +2,915 +83%
NERM
1965
New England Research & Management
Illinois
$716K -$2.14M -19,415 -75%
SW
1966
StrongBox Wealth
Missouri
$716K -$417K -3,777 -37%
LB
1967
Legacy Bridge
Iowa
$713K -$52.8K -478 -7%
AMCA
1968
Arthur M. Cohen & Associates
Illinois
$713K – – –
LC
1969
Landaas & Company
Wisconsin
$709K – – –
WCG
1970
Weaver Consulting Group
California
$709K +$29.6K +268 +4%
RWP
1971
RWA Wealth Partners
Massachusetts
$709K +$260K +2,355 +59%
WPA
1972
West Paces Advisors
Georgia
$707K -$17K -154 -2%
BO
1973
Bank OZK
Arkansas
$707K +$21K +190 +3%
HR
1974
Hardy Reed
Mississippi
$705K +$4.08K +37 +0.6%
WA
1975
WP Advisors
California
$704K +$32.7K +296 +5%
77 78
79
80 81