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Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
3226
Washington Trust Advisors
Massachusetts
$182K +$4.14K +8 +2%
PSFG
3227
Park Square Financial Group
Georgia
$181K +$178K +343 New
PPWM
3228
PFG Private Wealth Management
Florida
$180K -$3.11K -6 -2%
S
3229
Sachetta
Massachusetts
$178K +$1.03K +2 +0.6%
CIAS
3230
CBIZ Investment Advisory Services
Ohio
$177K +$518 +1 +0.3%
AWM
3231
Abound Wealth Management
Tennessee
$173K +$3.62K +7 +2%
OCM
3232
Orion Capital Management
California
$173K +$170K +329 New
POIA
3233
Pin Oak Investment Advisors
Texas
$173K – – –
TIM
3234
Tortoise Investment Management
New York
$172K +$24.3K +47 +17%
T
3235
Transce3nd
Texas
$172K +$169K +326 New
AWM
3236
Activest Wealth Management
Florida
$169K -$10.4K -20 -6%
GA
3237
GoalVest Advisory
New York
$166K – – –
CTC
3238
Cetera Trust Company
Minnesota
$165K – – –
SAS
3239
Stelac Advisory Services
New York
$164K – – –
CSWM
3240
Cassady Schiller Wealth Management
Ohio
$162K +$21.7K +42 +16%
MTC
3241
Matrix Trust Company
Colorado
$160K +$157K +303 New
CFFP
3242
Center for Financial Planning
Michigan
$158K – – –
CAM
3243
Cacti Asset Management
Georgia
$158K – – –
CAC
3244
Core Alternative Capital
Georgia
$152K – – –
TLCM
3245
Twin Lakes Capital Management
California
$145K – – –
MWA
3246
Medallion Wealth Advisors
Connecticut
$144K +$141K +273 New
HIMS
3247
Hager Investment Management Services
New Hampshire
$142K +$140K +270 New
MC
3248
Montag & Caldwell
Georgia
$142K +$140K +270 New
RP
3249
Rowlandmiller & Partners
Georgia
$142K – – –
VWA
3250
VSM Wealth Advisory
Maryland
$141K +$139K +269 New
128 129
130
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