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Name Holding Trade Value Shares
Change 		Change in
Stake
FAOAI
2401
Fund Advisors of America Inc
Florida
$677K +$3.49K +7 +0.5%
CPA
2402
Capital Performance Advisors
California
$676K -$341K -683 -34%
KFGK
2403
Keystone Financial Group (Kentucky)
Kentucky
$675K -$2.99K -6 -0.5%
WWM
2404
Walser Wealth Management
Florida
$675K +$189K +380 +41%
PPC
2405
Pennington Partners & Co
Maryland
$674K +$135K +270 +26%
WA
2406
Wealth Architects
California
$674K +$15K +30 +2%
BCM
2407
Becker Capital Management
Oregon
$674K +$59.3K +119 +10%
CHWM
2408
Cauble & Harre Wealth Management
Missouri
$674K – – –
CA
2409
Cannon Advisors
North Carolina
$674K -$1.72M -3,441 -73%
SVWAG
2410
Sound View Wealth Advisors Group
Georgia
$672K -$115K -230 -15%
AF
2411
Atala Financial
California
$671K – – –
CD
2412
Chapin Davis
Maryland
$671K +$4.99K +10 +0.8%
GWM
2413
GSB Wealth Management
Connecticut
$671K – – –
GPWM
2414
Grant Private Wealth Management
California
$670K +$102K +204 +19%
FAM
2415
Fred Alger Management
New York
$670K -$244K -489 -27%
LBC
2416
Lowe Brockenbrough & Co
Virginia
$669K -$27.4K -55 -4%
WSC
2417
Wellington Shields & Co
New York
$668K -$38.9K -78 -6%
CGFA
2418
Colton Groome Financial Advisors
North Carolina
$666K +$2.99K +6 +0.5%
WCM
2419
Wedge Capital Management
North Carolina
$665K -$84.3K -169 -12%
OWM
2420
OneAscent Wealth Management
Alabama
$663K +$106K +212 +20%
PPW
2421
Parcion Private Wealth
Washington
$659K +$18.4K +37 +3%
CWA
2422
Clarity Wealth Advisors
California
$659K -$24.9K -50 -4%
OMC
2423
Overbrook Management Corp
New York
$658K -$112K -225 -15%
MC
2424
Matisse Capital
Oregon
$656K -$34.9K -70 -5%
SAM
2425
Summit Asset Management
Tennessee
$655K – – –
95 96
97
98 99