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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1301
Strategic Advisors
New York
$260K -$141K -662 -37%
HI
1302
Hendershot Investments
Virginia
$260K – – –
CWC
1303
Carolinas Wealth Consulting
North Carolina
$260K +$18.4K +86 +8%
WFMPM
1304
Woodley Farra Manion Portfolio Management
Indiana
$260K +$244K +1,142 New
AWA
1305
Arete Wealth Advisors
Illinois
$260K +$244K +1,145 New
FCFC
1306
First Commonwealth Financial Corp
Pennsylvania
$259K -$4.27K -20 -2%
RPWA
1307
Regent Peak Wealth Advisors
Georgia
$259K +$7.68K +36 +3%
NRI
1308
NFP Retirement Inc
California
$257K +$32.6K +153 +16%
BHBT
1309
Burke & Herbert Bank & Trust
Virginia
$256K -$5.97K -28 -2%
WP
1310
WMS Partners
Maryland
$256K -$4.48K -21 -2%
FWP
1311
FAS Wealth Partners
Kansas
$253K +$238K +1,115 New
IAMOG
1312
Investors Asset Management of Georgia
Georgia
$252K -$42.5K -199 -15%
GCM
1313
Graham Capital Management
Connecticut
$250K -$87.1K -408 -27%
HWM
1314
Horizon Wealth Management
Illinois
$249K – – –
NJBEST
1315
New Jersey Better Educational Savings Trust
New Jersey
$249K – – –
LIA
1316
LBMC Investment Advisors
Tennessee
$248K – – –
SWM
1317
Stockman Wealth Management
Montana
$248K +$7.47K +35 +3%
AWM
1318
Accurate Wealth Management
Florida
$248K +$229K +1,074 New
FA
1319
Faithward Advisors
Pennsylvania
$247K -$10.2K -48 -4%
ARC
1320
Advisor Resource Council
Texas
$247K +$232K +1,087 New
NWA
1321
New World Advisors
Massachusetts
$245K -$109K -510 -31%
GDP
1322
Great Diamond Partners
Maine
$245K – – –
CNC
1323
Canandaigua National Corp
New York
$245K +$21.3K +100 +10%
CLOS
1324
Compagnie Lombard Odier SCmA
Switzerland
$245K +$85.4K +400 +59%
GWA
1325
GGM Wealth Advisors
Maryland
$244K – – –
51 52
53
54 55