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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
2351
Darden Wealth Group
Michigan
$894K +$798K +2,578 New
EB
2352
Exchange Bank
California
$893K -$22.9K -74 -3%
BOM
2353
Bank of Marin
California
$892K +$33.1K +107 +4%
GWA
2354
Gratus Wealth Advisors
Virginia
$892K +$797K +2,573 New
MFGM
2355
Marshall Financial Group (Maryland)
Maryland
$891K +$4.03K +13 +0.5%
WCM
2356
Windsor Capital Management
Arizona
$891K -$7.12K -23 -0.9%
CL
2357
COWA LLC
Oklahoma
$891K – – –
HWA
2358
Heartwood Wealth Advisors
Virginia
$890K – – –
HCP
2359
Hexagon Capital Partners
Arkansas
$887K +$87.3K +282 +12%
KWM
2360
KFG Wealth Management
Indiana
$887K -$3.72K -12 -0.5%
SN
2361
Sittner & Nelson
Oregon
$885K -$1.55K -5 -0.2%
OWA
2362
Octavia Wealth Advisors
Ohio
$883K +$81.4K +263 +12%
WCA
2363
Westover Capital Advisors
Delaware
$883K +$36.2K +117 +5%
MLFP
2364
MPS Loria Financial Planners
Illinois
$883K +$1.86K +6 +0.2%
FSC
2365
Full Sail Capital
Oklahoma
$882K +$322K +1,040 +69%
FVWA
2366
Foster Victor Wealth Advisors
South Carolina
$879K +$2.17K +7 +0.3%
ME
2367
McIlrath & Eck
Washington
$877K +$619 +2 +0.1%
FCA
2368
FLC Capital Advisors
California
$877K +$310 +1 +0%
UWS
2369
Unique Wealth Strategies
Illinois
$876K +$783K +2,528 New
NP
2370
NS Partners
United Kingdom
$876K -$3.41K -11 -0.4%
C
2371
CEDRUS
Colorado
$875K +$52.6K +170 +7%
LCWP
2372
Legacy Capital Wealth Partners
Arkansas
$875K +$46.1K +149 +6%
CA
2373
Centerpoint Advisors
Massachusetts
$874K -$93.5K -302 -11%
MCM
2374
McRae Capital Management
New Jersey
$871K – – –
COCM
2375
Charter Oak Capital Management
New Hampshire
$870K +$36.9K +119 +5%
93 94
95
96 97