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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2876
Invenio Wealth Partners
Florida
$660K +$12.3K +30 +2%
WS
2877
Wela Strategies
Georgia
$660K -$11.4K -28 -2%
BL
2878
Balentine LLC
Georgia
$660K +$99.7K +244 +17%
WFG
2879
Wills Financial Group
Virginia
$659K +$409 +1 +0.1%
PHAM
2880
Palisades Hudson Asset Management
Florida
$659K – – –
LCG
2881
Lakeshore Capital Group
Illinois
$658K +$690K +1,690 New
BP
2882
Broadleaf Partners
Ohio
$657K -$15.1K -37 -2%
LWM
2883
LJI Wealth Management
Indiana
$657K +$8.58K +21 +1%
HCA
2884
Heck Capital Advisors
Wisconsin
$656K +$675K +1,652 +4,720%
FFG
2885
Fiduciary Financial Group
California
$656K -$1.63K -4 -0.2%
FCA
2886
FLC Capital Advisors
California
$656K +$409 +1 +0.1%
BEW
2887
Burton Enright Welch
California
$656K – – –
DWM
2888
Dechtman Wealth Management
Colorado
$656K +$3.68K +9 +0.5%
PHIC
2889
Pine Haven Investment Counsel
Massachusetts
$654K – – –
CCA
2890
Cadent Capital Advisors
Oklahoma
$651K +$1.63K +4 +0.2%
MSWA
2891
Marshall & Sterling Wealth Advisors
New York
$650K +$683K +1,672 New
SMA
2892
Seven Mile Advisory
New Jersey
$648K +$133K +325 +24%
FW
2893
FullCircle Wealth
Texas
$648K -$6.13K -15 -0.9%
SCA
2894
Sippican Capital Advisors
Massachusetts
$647K – – –
FFG
2895
Floyd Financial Group
Missouri
$646K +$677K +1,657 New
EC
2896
Enhancing Capital
Pennsylvania
$646K +$678K +1,660 New
BCMLT
2897
Beacon Capital Management LLC (Tennessee)
Tennessee
$645K -$21.7K -53 -3%
HA
2898
HC Advisors
Georgia
$644K +$110K +269 +19%
MCA
2899
MSH Capital Advisors
Arizona
$644K -$14.3K -35 -2%
PWA
2900
Primoris Wealth Advisors
Florida
$644K – – –
114 115
116
117 118