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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2101
Cardiff Park Advisors
California
$440K -$987 -3 -0.2%
PGWM
2102
Pitti Group Wealth Management
New York
$440K +$7.57K +23 +2%
CWS
2103
Confluence Wealth Services
Pennsylvania
$440K +$52.7K +160 +14%
IIM
2104
InTrack Investment Management
Vermont
$439K +$416K +1,263 New
ONST
2105
Old North State Trust
North Carolina
$439K +$30.6K +93 +8%
OCM
2106
Objective Capital Management
Ohio
$439K +$20.7K +63 +5%
MAP
2107
Milestone Advisory Partners
North Carolina
$438K – – –
RIL
2108
Rothschild Investment LLC
Illinois
$438K -$83.6K -254 -17%
SDWIA
2109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$437K +$32.9K +100 +9%
TCM
2110
Tanaka Capital Management
New York
$437K – – –
AWM
2111
Alterna Wealth Management
Texas
$437K +$3.29K +10 +0.8%
AWM
2112
Aprio Wealth Management
Georgia
$436K +$11.2K +34 +3%
AC
2113
Aristides Capital
Kentucky
$435K – – –
KBFS
2114
Kohmann Bosshard Financial Services
Ohio
$435K – – –
LG
2115
LaFleur & Godfrey
Michigan
$435K – – –
PWMG
2116
Provence Wealth Management Group
California
$432K +$409K +1,242 New
OCM
2117
Orion Capital Management
California
$429K – – –
OFS
2118
OneAscent Financial Services
Alabama
$429K +$23K +70 +6%
NL
2119
NWAM LLC
Washington
$429K -$31.9K -97 -7%
MFG
2120
Magnus Financial Group
New York
$428K +$14.2K +43 +4%
FPCG
2121
Fort Pitt Capital Group
Pennsylvania
$427K +$2.3K +7 +0.6%
TA
2122
TruWealth Advisors
Louisiana
$426K -$2.3K -7 -0.6%
PNC
2123
Park National Corp
Ohio
$424K -$38.2K -116 -9%
IA
2124
Integrity Advisory
Kansas
$424K +$2.96K +9 +0.7%
RW
2125
Rede Wealth
Virginia
$424K -$3.29K -10 -0.8%
83 84
85
86 87