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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1401
Magnolia Capital Advisors
Mississippi
$636K -$17K -130 -3%
MA
1402
MJP Associates
Connecticut
$635K +$129K +991 +26%
WA
1403
WBH Advisory
Maryland
$634K -$89.9K -689 -13%
CWM
1404
Connecticut Wealth Management
Connecticut
$633K -$16.4K -126 -3%
RBFC
1405
Roman Butler Fullerton & Co
Missouri
$633K -$3.13K -24 -0.5%
IP
1406
Ignite Planners
California
$630K – – –
SFI
1407
SPC Financial Inc
Maryland
$629K +$28.7K +220 +5%
YWP
1408
YorkBridge Wealth Partners
New York
$627K – – –
OPCM
1409
Osborne Partners Capital Management
California
$626K -$119K -916 -16%
BWM
1410
BT Wealth Management
Georgia
$624K -$18.6K -143 -3%
BW
1411
Bison Wealth
Georgia
$621K +$27.6K +212 +5%
CL
1412
COWA LLC
Oklahoma
$620K -$9.52K -73 -2%
BEC
1413
Blue Edge Capital
Virginia
$620K -$95.5K -732 -13%
WP
1414
WMS Partners
Maryland
$618K +$121K +924 +24%
TWM
1415
Tradition Wealth Management
Minnesota
$617K -$42.3K -324 -6%
CF
1416
Copperwynd Financial
Arizona
$617K +$83.2K +638 +16%
RIM
1417
Reynolds Investment Management
South Carolina
$617K +$619K +4,749 New
WAG
1418
Winthrop Advisory Group
Massachusetts
$615K +$1.04K +8 +0.2%
CA
1419
Continuum Advisory
Idaho
$614K +$606K +4,646 New
QI
1420
Qtron Investments
Massachusetts
$613K +$24.6K +189 +4%
AIP
1421
Almanack Investment Partners
Pennsylvania
$612K -$14.2K -109 -2%
AA
1422
Addison Advisors
Vermont
$611K +$29K +222 +5%
BFPW
1423
BOK Financial Private Wealth
Colorado
$611K +$152K +1,164 +33%
ATWA
1424
Arbor Trust Wealth Advisors
Michigan
$610K -$17.6K -135 -3%
GD
1425
Grandfield & Dodd
New York
$610K -$13K -100 -2%
55 56
57
58 59