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Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1901
Wendell David Associates
New Hampshire
$646K – – –
CA
1902
Cornerstone Advisory
Maryland
$646K +$44K +140 +7%
WB
1903
Webster Bank
Connecticut
$645K +$70.4K +224 +11%
IIC
1904
Integrated Investment Consultants
Michigan
$645K +$30.2K +96 +4%
DWM
1905
Ducere Wealth Management
California
$645K +$419K +1,334 +142%
AWM
1906
Abound Wealth Management
Tennessee
$645K -$19.5K -62 -3%
CCA
1907
Corps Capital Advisors
Texas
$644K +$26.7K +85 +4%
KCFA
1908
Key Client Fiduciary Advisors
New Jersey
$644K -$3.14K -10 -0.4%
NFG
1909
Northbridge Financial Group
Florida
$643K +$54.1K +172 +9%
AFT
1910
Alpha Family Trust
California
$643K – – –
SL
1911
Salomon & Ludwin
Virginia
$642K -$32.1K -102 -4%
SCA
1912
STALEY CAPITAL ADVISERS
Pennsylvania
$642K -$7.86K -25 -1%
MFA
1913
Mayflower Financial Advisors
Massachusetts
$641K +$46.2K +147 +7%
PCA
1914
Purkiss Capital Advisors
Connecticut
$639K +$17.6K +56 +3%
RWA
1915
Rooted Wealth Advisors
Illinois
$639K +$419K +1,332 +173%
DWM
1916
Dynasty Wealth Management
Florida
$638K +$26.7K +85 +4%
LWM
1917
Lakeridge Wealth Management
Ohio
$638K -$23.3K -74 -3%
JCM
1918
Jacobsen Capital Management
Utah
$637K -$10.1K -32 -1%
CAWM
1919
Capital Advisors Wealth Management
Washington
$636K -$943 -3 -0.1%
KFA
1920
Kelleher Financial Advisors
New York
$634K -$10.4K -33 -1%
CPIA
1921
Cornell Pochily Investment Advisors
New York
$633K +$129K +410 +23%
MHR
1922
Matthew Hamilton Rosenberg
$633K +$10.4K +33 +2%
PP
1923
PFS Partners
New Jersey
$631K +$314 +1 +0%
EIA
1924
Eldridge Investment Advisors
New Hampshire
$631K -$15.1K -48 -2%
NFG
1925
Nadler Financial Group
Illinois
$630K +$189K +600 +37%
75 76
77
78 79