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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1926
D'Orazio & Associates
Virginia
$774K -$42.6K -619 -5%
FCG
1927
Fielder Capital Group
Tennessee
$774K -$4.54K -66 -0.6%
CT
1928
Clearstead Trust
Maine
$773K -$9.84K -143 -1%
OWA
1929
Opal Wealth Advisors
New York
$773K +$28.8K +418 +4%
PIP
1930
Peachtree Investment Partners
Florida
$771K -$6.54K -95 -0.8%
BI
1931
Bradyco Inc
Massachusetts
$770K – – –
GWA
1932
Geometric Wealth Advisors
District of Columbia
$768K +$7.64K +111 +1%
CCWM
1933
Cassaday & Co Wealth Management
Virginia
$767K +$21.9K +318 +3%
BONH
1934
Bank of New Hampshire
New Hampshire
$766K – – –
CWP
1935
Clark Wealth Partners
Illinois
$765K +$59.1K +859 +9%
ZF
1936
Zhang Financial
Michigan
$763K +$56.9K +827 +8%
TCM
1937
Thoma Capital Management
Maryland
$763K +$27.6K +401 +4%
PWM
1938
Proathlete Wealth Management
Florida
$762K +$8.19K +119 +1%
WI
1939
Westbourne Investments
Virginia
$762K +$482K +7,000 +172%
FH
1940
FWG Holdings
Florida
$762K +$26.4K +384 +4%
CWM
1941
Cahaba Wealth Management
Georgia
$760K -$78.9K -1,147 -9%
EW
1942
Elyxium Wealth
California
$759K -$91.8K -1,334 -10%
FDS
1943
First Dallas Securities
Texas
$758K -$20.5K -298 -3%
DWM
1944
Drive Wealth Management
Utah
$756K -$126K -1,832 -14%
GIA
1945
GHP Investment Advisors
Colorado
$756K +$551 +8 +0.1%
FPWM
1946
FSB Premier Wealth Management
Iowa
$755K -$15.8K -229 -2%
RAM
1947
Redmond Asset Management
Virginia
$754K -$45.4K -660 -5%
FHWM
1948
Fox Hill Wealth Management
Massachusetts
$751K -$28.7K -417 -4%
PWAM
1949
Pinnacle West Asset Management
Wyoming
$747K – – –
PIMG
1950
Patriot Investment Management Group
Tennessee
$746K -$1.45K -21 -0.2%
76 77
78
79 80