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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2151
PBMares Wealth Management
Virginia
$387K – – –
MA
2152
Mosaic Advisors
Texas
$387K +$373K +1,078 New
MCA
2153
Magnolia Capital Advisors
Mississippi
$386K +$19K +55 +5%
BBW
2154
Blue Barn Wealth
Utah
$385K +$75.7K +219 +26%
CCM
2155
Consolidated Capital Management
California
$384K -$7.26K -21 -2%
FCA
2156
FinTrust Capital Advisors
South Carolina
$384K +$6.22K +18 +2%
CWM
2157
Campbell Wealth Management
Virginia
$382K +$39.8K +115 +12%
ZIG
2158
Zuckerman Investment Group
Illinois
$381K +$57.1K +165 +18%
HWIS
2159
Hancock Whitney Investment Services
Louisiana
$381K +$367K +1,061 New
SCFS
2160
S.C. Financial Services
Arizona
$380K +$356K +1,029 New
PCG
2161
Prosperity Consulting Group
Maryland
$379K +$331K +956 New
PAG
2162
Private Advisory Group
Washington
$379K +$365K +1,054 New
DOA
2163
D'Orazio & Associates
Virginia
$377K -$39.8K -115 -10%
SWAG
2164
Spectrum Wealth Advisory Group
California
$376K +$692 +2 +0.2%
DJYG
2165
David J. Yvars Group
Florida
$375K -$363K -1,050 -50%
FP
2166
Financial Perspectives
Minnesota
$375K – – –
JWM
2167
JFG Wealth Management
Colorado
$372K -$32.5K -94 -8%
SRC
2168
Sage Rhino Capital
California
$372K +$6.92K +20 +2%
CWA
2169
Consilio Wealth Advisors
Washington
$372K +$358K +1,034 New
AFA
2170
American Financial Advisors
Georgia
$371K +$692 +2 +0.2%
FCB
2171
First Command Bank
Texas
$370K – – –
RCM
2172
Raleigh Capital Management
North Carolina
$370K +$356K +1,029 New
HFS
2173
Howard Financial Services
Texas
$369K -$44.3K -128 -11%
LDB
2174
Lee, Danner & Bass
Tennessee
$369K – – –
FAG
2175
Fortitude Advisory Group
Washington
$368K +$354K +1,024 New
85 86
87
88 89