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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Cornerstone Advisory
Maryland
$1.61M +$202K +622 +16%
KSB
1952
Kennebec Savings Bank
Maine
$1.61M +$26.4K +81 +2%
GHA
1953
Granite Harbor Advisors
Texas
$1.61M +$85.6K +263 +6%
MFS
1954
Miller Financial Services
Michigan
$1.61M +$746K +2,293 +101%
BP
1955
BWM Planning
Texas
$1.61M +$123K +377 +9%
AW
1956
Alteri Wealth
California
$1.61M +$58.2K +179 +4%
RIA
1957
Richwood Investment Advisors
Ohio
$1.6M -$42K -129 -3%
VAG
1958
VisionPoint Advisory Group
Texas
$1.6M +$135K +414 +10%
MIC
1959
Means Investment Company
Maine
$1.58M -$37.4K -115 -2%
OIM
1960
Orca Investment Management
Oregon
$1.58M -$14K -43 -0.9%
T
1961
TrustBank
Illinois
$1.58M -$110K -337 -7%
TCOTS
1962
Trust Company of the South
North Carolina
$1.58M -$12.4K -38 -0.8%
DA
1963
Doliver Advisors
Texas
$1.58M -$2.6K -8 -0.2%
TWP
1964
Tempus Wealth Planning
California
$1.58M +$97.6K +300 +7%
DI
1965
DAGCO Inc
Ohio
$1.57M -$22.8K -70 -2%
VCP
1966
Verus Capital Partners
Arizona
$1.57M -$104K -319 -7%
PWM
1967
Power Wealth Management
Georgia
$1.57M -$58.9K -181 -4%
RWPA
1968
Richard W. Paul & Associates
Michigan
$1.57M +$406K +1,247 +39%
IA
1969
Inspire Advisors
Idaho
$1.56M +$189K +582 +15%
AGWCA
1970
Annis Gardner Whiting Capital Advisors
Florida
$1.56M -$23.4K -72 -2%
MAG
1971
MRA Advisory Group
New Jersey
$1.56M +$1.08M +3,321 +304%
WWM
1972
Wiser Wealth Management
Georgia
$1.56M -$139K -428 -9%
GIPW
1973
Granite Islands Private Wealth
Connecticut
$1.55M +$55.3K +170 +4%
BIA
1974
Beacon Investment Advisors
Maryland
$1.55M +$5.86K +18 +0.4%
LOWM
1975
Laurel Oak Wealth Management
New Jersey
$1.55M -$29.3K -90 -2%
77 78
79
80 81