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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1576
CRA Financial Services
New Jersey
$310K -$2.14K -5 -0.7%
MCWA
1577
Meadow Creek Wealth Advisors
Georgia
$307K -$10.3K -24 -3%
CAS
1578
Coppell Advisory Solutions
Texas
$307K -$297K -694 -49%
TWM
1579
TSA Wealth Management
Texas
$305K -$24.8K -58 -8%
HP
1580
Havemeyer Place
Connecticut
$305K +$306K +715 New
BWP
1581
Baldwin Wealth Partners
Massachusetts
$303K +$9.85K +23 +3%
SSWG
1582
Seven Springs Wealth Group
Tennessee
$301K – – –
OWA
1583
Opal Wealth Advisors
New York
$301K +$26.6K +62 +10%
JCM
1584
Jacobsen Capital Management
Utah
$301K -$88.7K -207 -23%
WCAMG
1585
Woodard & Company Asset Management Group
North Carolina
$301K – – –
SWM
1586
Spire Wealth Management
Virginia
$301K -$4.31M -10,070 -93%
SHGA
1587
Sand Hill Global Advisors
California
$300K -$16.7K -39 -5%
SFWA
1588
Summit Financial Wealth Advisors
Louisiana
$299K -$6K -14 -2%
4WM
1589
44 Wealth Management
Oregon
$298K -$69.8K -163 -19%
GCP
1590
Guardian Capital (Pennsylvania)
Pennsylvania
$296K +$298K +695 New
AF
1591
Atala Financial
California
$296K – – –
PIA
1592
Pinion Investment Advisors
Kansas
$296K -$2.14K -5 -0.7%
TA
1593
TrueWealth Advisors
Alabama
$296K – – –
GJWM
1594
Gilliland Jeter Wealth Management
Arkansas
$296K +$1.71K +4 +0.6%
FWP
1595
FAS Wealth Partners
Kansas
$295K +$296K +692 New
CT
1596
Colonial Trust
South Carolina
$294K -$138K -322 -32%
EA
1597
Everpar Advisors
Oklahoma
$294K -$2.14K -5 -0.7%
TWM
1598
Tradition Wealth Management
Minnesota
$294K +$1.71K +4 +0.6%
CFP
1599
Cascade Financial Partners
California
$294K -$36.4K -85 -11%
DFG
1600
Dynamic Financial Group
Iowa
$293K – – –
62 63
64
65 66