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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1426
Wealth Architects
California
$293K +$4.63K +50 +2%
WC
1427
Waterloo Capital
Texas
$292K +$266K +2,872 New
BWP
1428
Balboa Wealth Partners
Arizona
$292K +$265K +2,864 New
ML
1429
McAdam LLC
Pennsylvania
$291K -$1.02K -11 -0.4%
ARC
1430
Advisor Resource Council
Texas
$290K +$263K +2,843 New
AFT
1431
Alpha Family Trust
California
$289K – – –
CF
1432
Centaurus Financial
California
$288K -$31.7K -342 -11%
QC
1433
Quent Capital
New York
$288K +$22.7K +245 +9%
THWM
1434
Taylor Hoffman Wealth Management
Virginia
$288K – – –
CBT
1435
CoreFirst Bank & Trust
Kansas
$287K -$99.4K -1,073 -28%
MFG
1436
Magnus Financial Group
New York
$286K +$5.74K +62 +2%
EWA
1437
Exencial Wealth Advisors
Oklahoma
$286K +$32.3K +349 +14%
EWA
1438
EverSource Wealth Advisors
Alabama
$286K -$9.63K -104 -4%
SRC
1439
Shufro Rose & Co
New York
$286K -$556 -6 -0.2%
MIM
1440
Montgomery Investment Management
Maryland
$286K – – –
TLFA
1441
True Link Financial Advisors
California
$286K +$260K +2,804 New
OA
1442
Oracle Alpha
Ontario, Canada
$285K +$259K +2,795 New
BWM
1443
BCS Wealth Management
Tennessee
$284K -$5K -54 -2%
SFG
1444
Summit Financial Group
West Virginia
$283K – – –
RGC
1445
Roberts, Glore & Co
Illinois
$282K – – –
BCMO
1446
Buckingham Capital Management (Ohio)
Ohio
$282K -$3.43K -37 -1%
FWP
1447
FAS Wealth Partners
Kansas
$281K +$256K +2,760 New
AIM
1448
Aspen Investment Management
Michigan
$281K -$2.87K -31 -1%
EIA
1449
Eldridge Investment Advisors
New Hampshire
$281K -$1.57K -17 -0.6%
WFI
1450
West Family Investments
California
$281K +$30.3K +327 +13%
56 57
58
59 60