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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1876
Darden Wealth Group
Michigan
$1.59M – – –
CPL
1877
Capital & Planning LLC
Georgia
$1.59M +$325K +587 +26%
BOPW
1878
Brandywine Oak Private Wealth
Pennsylvania
$1.59M -$83.5K -151 -5%
DQRIM
1879
Dale Q Rice Investment Management
Washington
$1.59M -$1.58M -2,861 -50%
UCB
1880
United Community Bank
South Carolina
$1.59M -$116K -210 -7%
BFO
1881
Biltmore Family Office
North Carolina
$1.58M +$11.1K +20 +0.7%
FCA
1882
Fortis Capital Advisors
Kansas
$1.58M -$37.1K -67 -2%
MWA
1883
Meridian Wealth Advisors
Texas
$1.58M -$24.3K -44 -2%
RCA
1884
Roberts Capital Advisors
Colorado
$1.57M – – –
CWAG
1885
Compton Wealth Advisory Group
Virginia
$1.57M +$3.32K +6 +0.2%
HFM
1886
Hartford Funds Management
Pennsylvania
$1.57M +$3.87K +7 +0.3%
TF
1887
Trek Financial
Arizona
$1.56M +$77.4K +140 +5%
CAG
1888
Cypress Advisory Group
Arizona
$1.56M +$330K +597 +27%
FCG
1889
Fielder Capital Group
Tennessee
$1.56M +$16K +29 +1%
4WM
1890
4J Wealth Management
Virginia
$1.55M -$42K -76 -3%
JMFC
1891
J.M. Forbes & Co
Massachusetts
$1.55M -$65.3K -118 -4%
TFM
1892
TFC Financial Management
Massachusetts
$1.55M -$107K -193 -7%
CIA
1893
Cape Investment Advisory
Georgia
$1.55M -$345K -624 -18%
SM
1894
Sciencast Management
New Jersey
$1.55M +$1.52M +2,751 New
WAG
1895
Winthrop Advisory Group
Massachusetts
$1.54M +$429K +775 +39%
RWI
1896
Red Wave Investments
Pennsylvania
$1.54M -$7.74K -14 -0.5%
AWP
1897
Accretive Wealth Partners
New Jersey
$1.54M +$10.5K +19 +0.7%
TSWM
1898
Tyler-Stone Wealth Management
Ohio
$1.53M +$65.8K +119 +5%
CWM
1899
Challenger Wealth Management
California
$1.53M -$4.98K -9 -0.3%
API
1900
Asset Planning Inc
California
$1.53M – – –
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