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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2251
Cook Wealth
North Carolina
$312K +$283K +817 New
PWM
2252
Penobscot Wealth Management
Maine
$312K +$301K +869 New
SWP
2253
Strategic Wealth Partners
Ohio
$310K -$188K -544 -39%
HCA
2254
Heck Capital Advisors
Wisconsin
$309K – – –
JHCP
2255
Jackson Hole Capital Partners
Oklahoma
$309K – – –
XSC
2256
X-Square Capital
Puerto Rico
$308K +$45.3K +131 +18%
MWC
2257
MBM Wealth Consultants
Missouri
$307K +$14.5K +42 +5%
GPA
2258
Guerra Pan Advisors
New Jersey
$307K +$295K +854 New
HA
2259
Hamel Associates
New Jersey
$305K – – –
LAS
2260
Lloyd Advisory Services
Georgia
$305K +$48.4K +140 +20%
CRI
2261
Colonial River Investments
Virginia
$304K +$293K +846 New
FCMT
2262
Founders Capital Management (Texas)
Texas
$302K – – –
MF
2263
Montis Financial
Massachusetts
$301K -$18K -52 -6%
KPCM
2264
Kings Point Capital Management
New York
$300K +$50.5K +146 +21%
NIC
2265
Northwest Investment Counselors
Oregon
$298K -$5.53K -16 -2%
LRIA
2266
Leonard Rickey Investment Advisors
Washington
$298K +$13.8K +40 +5%
PFWA
2267
Paces Ferry Wealth Advisors
Georgia
$297K – – –
TPWA
2268
TRUE Private Wealth Advisors
Oregon
$296K +$43.9K +127 +18%
WDL
2269
Well Done LLC
Michigan
$296K +$63.6K +184 +29%
XWM
2270
Xcel Wealth Management
Florida
$292K +$3.11K +9 +1%
MPCG
2271
Matrix Private Capital Group
New York
$292K +$32.5K +94 +13%
HWA
2272
HHM Wealth Advisors
Tennessee
$292K +$40.1K +116 +17%
WBG
2273
Wharton Business Group
Pennsylvania
$291K – – –
MW
2274
Milestone Wealth
New York
$291K +$280K +811 New
MPIA
2275
Mountain Pacific Investment Advisers
Idaho
$290K – – –
89 90
91
92 93