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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1051
Mitchell McLeod Pugh & Williams
Alabama
$636K -$16.4K -45 -2%
RWA
1052
River Wealth Advisors
Pennsylvania
$636K -$7.27K -20 -1%
HCM
1053
Howland Capital Management
Massachusetts
$632K -$4.72K -13 -0.6%
SCM
1054
Sterneck Capital Management
Missouri
$631K +$20.3K +56 +3%
AP
1055
Anchyra Partners
Georgia
$631K +$472K +1,299 +181%
TBT
1056
Texas Bank & Trust
Texas
$631K -$220K -605 -23%
B
1057
Birchbrook
Maine
$629K -$576K -1,585 -44%
OWA
1058
Opal Wealth Advisors
New York
$628K -$101K -277 -12%
HFM
1059
Hartford Financial Management
Connecticut
$626K – – –
RWC
1060
Rare Wolf Capital
Washington
$626K -$271K -746 -27%
PPWP
1061
Premier Path Wealth Partners
New Jersey
$620K +$56.7K +156 +9%
SP
1062
Stablepoint Partners
Massachusetts
$620K – – –
GIA
1063
Gladstone Institutional Advisory
Florida
$619K -$89K -245 -11%
CFG
1064
Chapman Financial Group
Hawaii
$619K -$18.5K -51 -3%
OWA
1065
One Wealth Advisors
California
$619K +$44K +121 +7%
LOIP
1066
Live Oak Investment Partners
Texas
$610K +$25.1K +69 +4%
TWA
1067
TCI Wealth Advisors
Arizona
$608K -$363 -1 -0.1%
SC
1068
Schulhoff & Co
Ohio
$607K – – –
QWP
1069
Quotient Wealth Partners
Texas
$606K +$169K +466 +32%
AC
1070
AlphaCore Capital
California
$604K +$101K +277 +17%
AU
1071
AlphaGrep UK
$603K -$154K -424 -18%
MWM
1072
Meridian Wealth Management
Kentucky
$602K +$18.9K +52 +3%
CA
1073
Claro Advisors
Massachusetts
$601K +$379K +1,044 +119%
VA
1074
Veratis Advisors
North Carolina
$600K +$697K +1,917 New
CAG
1075
Crestwood Advisors Group
Massachusetts
$599K +$34.5K +95 +5%
41 42
43
44 45