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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1476
TrueWealth Advisors
Alabama
$600K -$1.87K -14 -0.3%
KNW
1477
Kesler Norman & Wride
Utah
$599K -$15K -112 -2%
NCM
1478
NCM Capital Management
New Jersey
$597K – – –
BWM
1479
Blossom Wealth Management
California
$596K +$76.5K +572 +14%
SPC
1480
Stewart & Patten Company
California
$595K -$90.3K -675 -13%
TT
1481
TI-Trust
Illinois
$593K – – –
JSW
1482
Journey Strategic Wealth
New Jersey
$592K -$3.08K -23 -0.5%
WKWM
1483
Walter & Keenan Wealth Management
Indiana
$589K +$187K +1,400 +45%
AIC
1484
Archer Investment Corporation
Indiana
$589K -$133K -994 -18%
RPCONE
1485
Retirement Planning Company of New England
Rhode Island
$589K +$1.47K +11 +0.2%
BRM
1486
Boston Research & Management
Massachusetts
$589K – – –
XWM
1487
Xcel Wealth Management
Florida
$588K +$69.6K +520 +13%
SWP
1488
Summit Wealth Partners
Florida
$588K +$204K +1,524 +51%
SOS
1489
Silver Oak Securities
Tennessee
$588K -$14.3K -107 -2%
LWM
1490
Liberty Wealth Management
California
$588K +$600K +4,484 New
FGA
1491
Fortis Group Advisors
New Jersey
$585K +$619K +4,625 New
SFG
1492
SNS Financial Group
Minnesota
$584K -$2.94K -22 -0.5%
TFS
1493
Thoroughbred Financial Services
Tennessee
$583K -$26K -194 -4%
REMPR
1494
Roof Eidam Maycock Peralta (REMP)
California
$582K – – –
EA
1495
Emerald Advisors
Washington
$581K -$22.7K -170 -4%
CCMG
1496
Clark Capital Management Group
Pennsylvania
$578K -$166K -1,242 -22%
PFM
1497
Parsec Financial Management
North Carolina
$576K -$52.7K -394 -8%
MPCG
1498
Matrix Private Capital Group
New York
$576K +$1.87K +14 +0.3%
PMFA
1499
Plante Moran Financial Advisors
Michigan
$573K -$69.8K -522 -11%
AWA
1500
Amplius Wealth Advisors
Pennsylvania
$573K -$17.3K -129 -3%
58 59
60
61 62