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Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
2276
Arvest Bank Trust Division
Oklahoma
$547K +$190K +2,840 +59%
SWA
2277
SOA Wealth Advisors
New York
$546K -$18.6K -278 -4%
LOPW
2278
Live Oak Private Wealth
North Carolina
$545K +$53.4K +800 +12%
1WA
2279
180 Wealth Advisors
Washington
$545K -$20K -299 -4%
SOAMC
2280
Spirit of America Management Corp
New York
$544K – – –
RB
2281
Renasant Bank
Mississippi
$544K +$37.8K +566 +8%
SA
2282
SRH Advisors
Kansas
$544K – – –
EWM
2283
Evermay Wealth Management
Virginia
$543K -$37.6K -563 -7%
EGWAG
2284
Elwood & Goetz Wealth Advisory Group
Georgia
$541K +$49.4K +739 +11%
FGWP
2285
Founders Grove Wealth Partners
Virginia
$541K -$9.28K -139 -2%
FFA
2286
Fragasso Financial Advisors
Pennsylvania
$540K +$22.3K +334 +5%
TB
2287
Terril Brothers
Missouri
$540K -$61.6K -922 -11%
BI
2288
BFI Infinity
Switzerland
$539K – – –
RMC
2289
Resources Management Corp
Connecticut
$538K -$41.7K -625 -8%
RCM
2290
RMR Capital Management
California
$538K – – –
ICP
2291
Interchange Capital Partners
Pennsylvania
$533K -$22.4K -336 -4%
VCP
2292
Verus Capital Partners
Arizona
$533K +$5.08K +76 +1%
PMWMG
2293
Parr McKnight Wealth Management Group
Minnesota
$532K – – –
WA1
2294
Wimmer Associates 1
California
$531K -$55K -823 -10%
HFS
2295
Howard Financial Services
Texas
$531K -$12.2K -183 -2%
AIM
2296
Advyzon Investment Management
Illinois
$530K +$237K +3,555 +92%
CA
2297
Capital Advantage
California
$530K – – –
CWAG
2298
Compton Wealth Advisory Group
Virginia
$530K – – –
BWM
2299
BankPlus Wealth Management
Mississippi
$529K +$14.1K +211 +3%
NI
2300
Natural Investments
California
$527K +$13.1K +196 +3%
90 91
92
93 94