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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1226
Annex Advisory Services
Wisconsin
$302K +$41.2K +509 +17%
AWM
1227
Aberdeen Wealth Management
Illinois
$302K -$36.8K -455 -12%
TBA
1228
Tower Bridge Advisors
Pennsylvania
$300K -$1.66M -20,506 -86%
DWT
1229
Dorsey & Whitney Trust
South Dakota
$300K +$277K +3,421 New
SMC
1230
Smith, Moore & Co
Missouri
$298K +$32.6K +403 +13%
BWA
1231
BDO Wealth Advisors
Florida
$298K +$60.3K +745 +28%
SOS
1232
Silver Oak Securities
Tennessee
$298K -$8.26K -102 -3%
SFA
1233
Souders Financial Advisors
Ohio
$298K +$48.9K +604 +22%
CWP
1234
Cyndeo Wealth Partners
Florida
$295K -$7.04K -87 -3%
BFA
1235
Beaumont Financial Advisors
Massachusetts
$295K +$3.89K +48 +1%
BAM
1236
BOS Asset Management
Illinois
$295K – – –
CPA
1237
Cowen Prime Advisors
New York
$295K – – –
BONH
1238
Bank of New Hampshire
New Hampshire
$294K – – –
LDB
1239
Lee, Danner & Bass
Tennessee
$294K +$2.27K +28 +0.8%
UBV
1240
United Bank (Virginia)
Virginia
$293K -$6.32K -78 -2%
ECM
1241
Exchange Capital Management
Michigan
$293K – – –
CAAS
1242
Capital Asset Advisory Services
Michigan
$290K +$16.8K +207 +7%
LIM
1243
Leavell Investment Management
Alabama
$289K – – –
WFA
1244
Wade Financial Advisory
California
$289K +$3.48K +43 +1%
SPI
1245
Santori & Peters Inc
Pennsylvania
$288K – – –
LFA
1246
Lauterbach Financial Advisors
Texas
$288K – – –
FRA
1247
Front Row Advisors
California
$287K – – –
PCP
1248
Proficio Capital Partners
Massachusetts
$287K +$10.9K +134 +4%
TSWM
1249
Triangle Securities Wealth Management
North Carolina
$287K – – –
MWM
1250
Madison Wealth Management
Ohio
$286K -$6.24K -77 -2%
48 49
50
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