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Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
2376
Graves Light Lenhart Wealth
Virginia
$555K -$125K -1,234 -24%
NBWM
2377
North Berkeley Wealth Management
California
$555K +$402K +3,977 New
CWM
2378
CCG Wealth Management
California
$554K +$401K +3,968 New
FC
2379
Fairscale Capital
New Hampshire
$553K -$70.8K -700 -15%
WBC
2380
West Branch Capital
Massachusetts
$552K +$381K +3,766 +2,047%
OWA
2381
One Wealth Advisors
California
$551K +$399K +3,946 New
WA1
2382
Wimmer Associates 1
California
$551K +$399K +3,945 New
NF
2383
Napier Financial
Massachusetts
$550K -$3.24K -32 -0.8%
DBFM
2384
Dickmeyer Boyce Financial Management
Indiana
$549K -$340K -3,360 -46%
MA
2385
Montag & Associates
Georgia
$547K +$910 +9 +0.2%
KWMG
2386
King Wealth Management Group
Florida
$546K +$395K +3,911 New
FFA
2387
Fortune Financial Advisors
Kansas
$546K +$395K +3,909 New
SPC
2388
Spirepoint Private Client
Florida
$546K +$395K +3,908 New
JWA
2389
JFS Wealth Advisors
Pennsylvania
$545K +$7.38K +73 +2%
SFG
2390
Strive Financial Group
Indiana
$545K +$272K +2,690 +222%
SA
2391
Strategic Advocates
Utah
$545K – – –
OPW
2392
Osprey Private Wealth
New York
$545K +$394K +3,900 New
SPI
2393
Santori & Peters Inc
Pennsylvania
$545K +$394K +3,900 New
MSCM
2394
McElhenny Sheffield Capital Management
Texas
$544K +$394K +3,895 New
THL
2395
Tillman Hartley LLC
Colorado
$543K +$393K +3,891 New
GDP
2396
Great Diamond Partners
Maine
$543K +$393K +3,889 New
AWA
2397
Amplius Wealth Advisors
Pennsylvania
$542K -$80.2K -793 -17%
PIMG
2398
Patriot Investment Management Group
Tennessee
$541K +$392K +3,878 New
FNA
2399
First National Advisers
Nebraska
$541K +$392K +3,878 New
AIS
2400
Advocate Investing Services
Maryland
$541K – – –
94 95
96
97 98