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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1926
LifeSteps Financial
California
$1.78M -$7.24K -20 -0.4%
RIA
1927
Regal Investment Advisors
Michigan
$1.78M +$299K +826 +21%
WI
1928
WrapManager Inc
California
$1.77M -$90.5K -250 -5%
DWM
1929
Darwin Wealth Management
Florida
$1.77M -$5.43K -15 -0.3%
CAM
1930
Creekmur Asset Management
Illinois
$1.77M +$826K +2,282 +89%
LPAM
1931
Lodestar Private Asset Management
California
$1.77M -$83.6K -231 -5%
PFSC
1932
Peoples Financial Services Corp
Pennsylvania
$1.77M -$400K -1,104 -19%
GFPC
1933
Global Financial Private Client
Florida
$1.76M +$3.62K +10 +0.2%
BWM
1934
BNC Wealth Management
Oregon
$1.76M -$26.4K -73 -1%
NDSI
1935
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$43.1K -119 -2%
RWA
1936
Resolute Wealth Advisor
Ohio
$1.76M +$1.93M +5,345 New
PFWA
1937
Paces Ferry Wealth Advisors
Georgia
$1.76M -$112K -309 -6%
CGF
1938
Constant Guidance Financial
Massachusetts
$1.76M +$34.7K +96 +2%
HW
1939
Hedeker Wealth
Illinois
$1.76M -$1.09K -3 -0.1%
BO
1940
Bank OZK
Arkansas
$1.75M -$49.6K -137 -3%
LSPW
1941
Lake Street Private Wealth
Illinois
$1.75M +$39.1K +108 +2%
AA
1942
Argent Advisors
Louisiana
$1.75M +$83.6K +231 +5%
HKIM
1943
Hayek Kallen Investment Management
Alabama
$1.75M +$3.62K +10 +0.2%
WDC
1944
Woodward Diversified Capital
California
$1.75M +$563K +1,555 +48%
DMBA
1945
Deseret Mutual Benefit Administrators
Utah
$1.75M – – –
AI
1946
Accredited Investors
Minnesota
$1.75M +$100K +277 +6%
CSB
1947
City State Bank
Iowa
$1.74M – – –
PWS
1948
Peloton Wealth Strategists
Indiana
$1.74M – – –
DE
1949
Diversified Enterprises
Delaware
$1.74M -$14.8K -41 -0.9%
SJIM
1950
St. Johns Investment Management
Florida
$1.73M -$362 -1 -0%
76 77
78
79 80