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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1526
Meridian Wealth Advisors
Texas
$334K +$5.18K +41 +1%
GCA
1527
Gradient Capital Advisors
California
$334K +$399K +3,153 New
B
1528
Bridgeworth
Alabama
$333K -$14.7K -116 -4%
AWM
1529
Altavista Wealth Management
North Carolina
$333K -$6.7K -53 -2%
UFG
1530
United Fire Group
Iowa
$333K – – –
LSAG
1531
Lake Street Advisors Group
New Hampshire
$333K +$70.4K +557 +22%
PIA
1532
Perennial Investment Advisors
California
$332K +$1.64K +13 +0.4%
CFFP
1533
Center for Financial Planning
Michigan
$331K +$9.61K +76 +2%
HFA
1534
Huber Financial Advisors
Illinois
$329K +$9.61K +76 +3%
RIA
1535
Realta Investment Advisors
Delaware
$327K -$168K -1,328 -30%
BCM
1536
Boltwood Capital Management
California
$326K -$19.9K -157 -5%
DW
1537
Domani Wealth
Pennsylvania
$326K +$128K +1,012 +49%
HIM
1538
Hotaling Investment Management
Pennsylvania
$325K -$26.4K -209 -6%
OCM
1539
One Capital Management
California
$325K +$58.3K +461 +18%
AWM
1540
Aberdeen Wealth Management
Illinois
$324K -$3.41K -27 -0.9%
CCA
1541
Column Capital Advisors
Indiana
$323K +$253 +2 +0.1%
CAL
1542
Capital Analysts LLC
Pennsylvania
$323K +$239K +1,887 +163%
SHGA
1543
Sand Hill Global Advisors
California
$322K -$114K -900 -23%
BWP
1544
Bernardo Wealth Planning
Pennsylvania
$322K -$56.5K -447 -13%
BFG
1545
Beacon Financial Group
Texas
$321K -$186K -1,473 -33%
AIM
1546
Avity Investment Management
Connecticut
$320K – – –
WCM
1547
Whitener Capital Management
North Carolina
$320K +$48.9K +387 +15%
FHC
1548
First Heartland Consultants
Missouri
$319K -$1.52K -12 -0.4%
WWM
1549
Western Wealth Management
Colorado
$319K +$18.8K +149 +5%
MPIA
1550
Mountain Pacific Investment Advisers
Idaho
$319K +$66.1K +523 +21%
60 61
62
63 64