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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2076
Cornerstone Advisory
Maryland
$987K +$7.36K +24 +0.7%
FC
2077
Fulcrum Capital
Washington
$986K +$363K +1,185 +55%
HL
2078
HeadInvest LLC
Maine
$985K -$30.4K -99 -3%
PWP
2079
Phillips Wealth Planners
Mississippi
$983K -$151K -491 -13%
UW
2080
Unique Wealth
Florida
$981K +$85.8K +280 +9%
SPI
2081
Santori & Peters Inc
Pennsylvania
$980K +$7.36K +24 +0.7%
AA
2082
Altman Advisors
Illinois
$977K -$1.39M -4,549 -51%
NFSG
2083
Newbridge Financial Services Group
Florida
$977K -$166K -543 -14%
GAM
2084
Gould Asset Management
California
$977K – – –
SIC
2085
Sterling Investment Counsel
New York
$974K +$19K +62 +2%
VP
2086
Verum Partners
North Carolina
$974K +$24.8K +81 +3%
TIA
2087
Tandem Investment Advisors
South Carolina
$973K +$178K +580 +21%
CIA
2088
Cascade Investment Advisors
Oregon
$972K -$52.1K -170 -5%
WWMSC
2089
Wagner Wealth Management (South Carolina)
South Carolina
$968K -$54.9K -179 -5%
N
2090
Natixis
France
$967K -$60.3M -196,701 -98%
KA
2091
Kercheville Advisors
Texas
$967K -$130K -425 -11%
MIM
2092
Miller Investment Management
Pennsylvania
$967K – – –
GA
2093
Geller Advisors
New York
$966K +$184K +600 +22%
EFG
2094
Ethos Financial Group
Pennsylvania
$966K +$10.4K +34 +1%
DCM
2095
Davidson Capital Management
Texas
$965K -$395K -1,287 -28%
AWG
2096
Altus Wealth Group
Colorado
$964K +$9.5K +31 +1%
BOPW
2097
Brandywine Oak Private Wealth
Pennsylvania
$962K -$6.75K -22 -0.7%
AWA
2098
Acorn Wealth Advisors
Michigan
$962K +$613 +2 +0.1%
SIC
2099
Sigma Investment Counselors
Michigan
$962K -$19K -62 -2%
MC
2100
Montag & Caldwell
Georgia
$961K -$5.52K -18 -0.5%
82 83
84
85 86