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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1401
Center for Financial Planning
Michigan
$1.67M -$63.5K -927 -4%
SWM
1402
Segment Wealth Management
Texas
$1.66M -$87.2K -1,273 -5%
EBA
1403
Eagle Bay Advisors
New York
$1.66M +$3.15K +46 +0.2%
BFC
1404
Bedel Financial Consulting
Indiana
$1.66M -$6.3K -92 -0.4%
TCPW
1405
Twin City Private Wealth
North Carolina
$1.66M -$32K -468 -2%
CWG
1406
Cornerstone Wealth Group
North Carolina
$1.65M +$9.38K +137 +0.6%
SB
1407
Strategic Blueprint
Georgia
$1.65M -$31.6K -462 -2%
OWA
1408
Octavia Wealth Advisors
Ohio
$1.65M +$32.7K +477 +2%
BIA
1409
Beacon Investment Advisors
Maryland
$1.65M +$3.7K +54 +0.2%
MFA
1410
Mayflower Financial Advisors
Massachusetts
$1.64M -$418K -6,105 -21%
RFA
1411
ROI Financial Advisors
Oregon
$1.63M -$43.4K -634 -3%
ESBC
1412
E.S. Barr & Co
Kentucky
$1.63M +$112K +1,638 +8%
STA
1413
Smith Thornton Advisors
Alabama
$1.63M +$14.4K +210 +0.9%
BFA
1414
Brown Financial Advisors
Ohio
$1.63M -$173K -2,523 -10%
JWM
1415
JGP Wealth Management
Oregon
$1.63M -$22.9K -334 -1%
CC
1416
Courier Capital
New York
$1.62M +$6.57K +96 +0.4%
GC
1417
Grimes & Company
Massachusetts
$1.61M +$77.4K +1,130 +5%
FRA
1418
Front Row Advisors
California
$1.61M -$7.12K -104 -0.5%
BAM
1419
Boyar Asset Management
New York
$1.61M -$207K -3,021 -12%
MFWM
1420
Motley Fool Wealth Management
Virginia
$1.61M -$107K -1,557 -7%
SAM
1421
Summit Asset Management
Tennessee
$1.61M +$1.71K +25 +0.1%
DBRC
1422
D.B. Root & Company
Pennsylvania
$1.61M -$440K -6,424 -22%
NONA
1423
Ninety One North America
New York
$1.6M +$1.53M +22,326 New
1CP
1424
17 Capital Partners
Arizona
$1.6M – – –
NSB
1425
Norway Savings Bank
Maine
$1.59M -$13.7K -200 -0.9%
55 56
57
58 59