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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2176
Wescott Financial Advisory Group
Pennsylvania
$685K +$90.6K +1,199 +15%
WRPWM
2177
Werba Rubin Papier Wealth Management
California
$684K +$77.2K +1,021 +13%
OWA
2178
Octavia Wealth Advisors
Ohio
$683K +$6.73K +89 +1%
MWA
2179
Monograph Wealth Advisors
California
$682K +$72.7K +962 +12%
BWP
2180
Burling Wealth Partners
Illinois
$682K +$2.95K +39 +0.4%
BFWA
2181
Benchmark Financial Wealth Advisors
Florida
$682K +$117K +1,548 +21%
LSA
2182
L & S Advisors
California
$681K -$98.3K -1,300 -13%
SFC
2183
SYM Financial Corp
Indiana
$681K +$62.8K +831 +10%
BPW
2184
Bingham Private Wealth
California
$680K -$365K -4,823 -35%
JWM
2185
Jeppson Wealth Management
California
$680K +$21.7K +287 +3%
LCWP
2186
Legacy Capital Wealth Partners
Arkansas
$679K -$110K -1,459 -14%
AIP
2187
Almanack Investment Partners
Pennsylvania
$679K +$227 +3 +0%
KPWG
2188
KFA Private Wealth Group
Virginia
$676K – – –
TT
2189
TI-Trust
Illinois
$676K +$7.56K +100 +1%
CCM
2190
Cullen Capital Management
New York
$675K -$117K -1,550 -15%
FNBSF
2191
First National Bank Sioux Falls
South Dakota
$674K – – –
KFA
2192
Kapstone Financial Advisors
Ohio
$674K +$47.2K +624 +8%
ECM
2193
Estabrook Capital Management
New York
$674K – – –
SWM
2194
Stockman Wealth Management
Montana
$674K -$3.02K -40 -0.4%
HFM
2195
Hartford Financial Management
Connecticut
$673K +$184K +2,433 +38%
CIM
2196
CIM Investment Management
Pennsylvania
$673K -$3.25K -43 -0.5%
GPWM
2197
Grant Private Wealth Management
California
$672K +$84.7K +1,120 +15%
VCP
2198
Verus Capital Partners
Arizona
$671K +$22.4K +296 +3%
FPL
2199
Fortress Private Ledger
North Carolina
$669K +$169K +2,242 +34%
FS
2200
Ferguson Shapiro
Georgia
$669K -$102K -1,350 -13%
86 87
88
89 90