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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2251
Cary Street Partners Investment Advisory
Virginia
$316K +$25.9K +75 +9%
WB
2252
West Bancorporation
Iowa
$316K +$304K +880 New
EA
2253
Echo45 Advisors
California
$315K +$304K +878 New
LCM
2254
LVM Capital Management
Michigan
$314K – – –
SFG
2255
SNS Financial Group
Minnesota
$313K +$2.08K +6 +0.7%
PL
2256
Parthenon LLC
Kentucky
$312K – – –
CW
2257
Cook Wealth
North Carolina
$312K +$283K +817 New
PWM
2258
Penobscot Wealth Management
Maine
$312K +$301K +869 New
SWP
2259
Strategic Wealth Partners
Ohio
$310K -$188K -544 -39%
HCA
2260
Heck Capital Advisors
Wisconsin
$309K – – –
JHCP
2261
Jackson Hole Capital Partners
Oklahoma
$309K – – –
XSC
2262
X-Square Capital
Puerto Rico
$308K +$45.3K +131 +18%
MWC
2263
MBM Wealth Consultants
Missouri
$307K +$14.5K +42 +5%
GPA
2264
Guerra Pan Advisors
New Jersey
$307K +$295K +854 New
HA
2265
Hamel Associates
New Jersey
$305K – – –
LAS
2266
Lloyd Advisory Services
Georgia
$305K +$48.4K +140 +20%
CRI
2267
Colonial River Investments
Virginia
$304K +$293K +846 New
FCMT
2268
Founders Capital Management (Texas)
Texas
$302K – – –
MF
2269
Montis Financial
Massachusetts
$301K -$18K -52 -6%
KPCM
2270
Kings Point Capital Management
New York
$300K +$50.5K +146 +21%
NIC
2271
Northwest Investment Counselors
Oregon
$298K -$5.53K -16 -2%
LRIA
2272
Leonard Rickey Investment Advisors
Washington
$298K +$13.8K +40 +5%
PFWA
2273
Paces Ferry Wealth Advisors
Georgia
$297K – – –
TPWA
2274
TRUE Private Wealth Advisors
Oregon
$296K +$43.9K +127 +18%
WDL
2275
Well Done LLC
Michigan
$296K +$63.6K +184 +29%
89 90
91
92 93