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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2476
Crews Bank & Trust
Florida
$580K +$570K +1,101 New
PA
2477
Prism Advisors
California
$579K – – –
AC
2478
AlphaCore Capital
California
$576K -$113K -218 -17%
EC
2479
EdgeRock Capital
Colorado
$576K +$56.9K +110 +11%
FAG
2480
Fortitude Advisory Group
Washington
$573K – – –
ACP
2481
Arcus Capital Partners
Georgia
$572K +$26.4K +51 +4%
CCWM
2482
Cassaday & Co Wealth Management
Virginia
$572K -$7.25K -14 -1%
ACG
2483
Allen Capital Group
Nebraska
$572K +$43.5K +84 +8%
WCWM
2484
Willow Creek Wealth Management
California
$571K -$3.62K -7 -0.6%
FFM
2485
Flagstone Financial Management
Nebraska
$571K – – –
BBNB
2486
Baker Boyer National Bank
Washington
$571K +$4.66K +9 +0.8%
HVIA
2487
Hudson Valley Investment Advisors
New York
$571K – – –
LBC
2488
Lowe Brockenbrough & Co
Virginia
$569K -$8.8K -17 -2%
BDF
2489
Black Diamond Financial
Maryland
$569K +$87K +168 +18%
NAMNJ
2490
NorthStar Asset Management (New Jersey)
New Jersey
$567K +$1.03K +2 +0.2%
WHC
2491
Wulff, Hansen & Co
California
$566K +$49.2K +95 +10%
GCM
2492
Generation Capital Management
New York
$566K +$557K +1,075 New
BCG
2493
Breakwater Capital Group
New Jersey
$566K +$518 +1 +0.1%
BWAM
2494
Boyd Watterson Asset Management
Ohio
$563K -$33.1K -64 -6%
NWWA
2495
New Wave Wealth Advisors
Arkansas
$563K -$86.5K -167 -14%
RFG
2496
Range Financial Group
Oregon
$563K +$337K +650 +155%
MWM
2497
Mindset Wealth Management
Indiana
$562K +$6.73K +13 +1%
CWD
2498
Clarity Wealth Development
Oregon
$561K +$523K +1,010 New
SWM
2499
Sagace Wealth Management
Florida
$561K -$31.6K -61 -5%
CPWA
2500
Cerro Pacific Wealth Advisors
California
$558K +$131K +253 +29%
98 99
100
101 102