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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1876
Carroll Financial Associates
North Carolina
$268K +$87.7K +295 +36%
LIM
1877
Lagoda Investment Management
New York
$267K -$595 -2 -0.2%
BOPW
1878
Brandywine Oak Private Wealth
Pennsylvania
$266K -$5.65K -19 -2%
WCM
1879
Wallace Capital Management
Texas
$266K – – –
AWM
1880
Absher Wealth Management
North Carolina
$263K +$1.49K +5 +0.5%
POIA
1881
Pin Oak Investment Advisors
Texas
$263K +$7.14K +24 +2%
AFAS
1882
Acorn Financial Advisory Services
Virginia
$262K -$59.5K -200 -16%
F
1883
F3Logic
Minnesota
$262K +$23.5K +79 +8%
MSFP
1884
Mark Sheptoff Financial Planning
Connecticut
$262K +$29.7K +100 +10%
OLA
1885
Oliver Luxxe Assets
New Jersey
$261K -$26.8K -90 -9%
FIM
1886
Fernwood Investment Management
Massachusetts
$261K – – –
BL
1887
Balentine LLC
Georgia
$260K +$57.4K +193 +22%
VCM
1888
Vivaldi Capital Management
Illinois
$258K -$7.43K -25 -2%
PFA
1889
Pinnacle Family Advisors
Missouri
$256K -$36.3K -122 -10%
CISOA
1890
Capital Investment Services of America
Wisconsin
$254K -$59.5K -200 -16%
FRM
1891
Fox Run Management
Connecticut
$254K +$313K +1,052 New
BCA
1892
Bay Colony Advisors
Massachusetts
$253K +$83.8K +282 +37%
CT
1893
Columbia Trust
Oregon
$253K +$103K +345 +49%
EWM
1894
EPG Wealth Management
Georgia
$253K +$121K +407 +64%
AWE
1895
Avidian Wealth Enterprises
Texas
$249K -$47.6K -160 -13%
BCP
1896
Blackhawk Capital Partners
Wisconsin
$248K -$4.46K -15 -2%
VHAM
1897
Van Hulzen Asset Management
California
$246K -$18.7K -63 -6%
SLG
1898
Stanley-Laman Group
Pennsylvania
$246K +$303K +1,020 New
PWAP
1899
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$245K +$4.46K +15 +2%
RPWA
1900
Regent Peak Wealth Advisors
Georgia
$244K -$10.1K -34 -3%
74 75
76
77 78