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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2451
Callan Family Office
Pennsylvania
$283K -$315K -785 -52%
XWM
2452
Xcel Wealth Management
Florida
$283K – – –
AIA
2453
AIMZ Investment Advisors
California
$283K – – –
CCM
2454
Crew Capital Management
Ohio
$281K -$161K -402 -36%
WTA
2455
Washington Trust Advisors
Massachusetts
$281K -$2.81K -7 -1%
FB
2456
First Bancorp
Maine
$281K -$3.21K -8 -1%
IWN
2457
Independent Wealth Network
Iowa
$280K -$15.7K -39 -5%
RTC
2458
Riverview Trust Company
Washington
$280K – – –
MAG
2459
MRA Advisory Group
New Jersey
$279K +$283K +706 New
HC
2460
Hendley & Co
Ohio
$279K – – –
AFAS
2461
Acorn Financial Advisory Services
Virginia
$278K -$3.21K -8 -1%
HCM
2462
Highview Capital Management
Illinois
$277K -$12K -30 -4%
PWA
2463
Phoenix Wealth Advisors
North Carolina
$277K – – –
FTA
2464
Financial & Tax Architects
Missouri
$277K +$281K +700 New
WHG
2465
Westwood Holdings Group
Texas
$277K +$60.2K +150 +27%
CC
2466
Courier Capital
New York
$277K – – –
CIAS
2467
CFS Investment Advisory Services
New Jersey
$275K -$14.9K -37 -5%
MWA
2468
Motive Wealth Advisors
Michigan
$275K -$15.7K -39 -5%
BG
2469
Benedetti & Gucer
Georgia
$275K – – –
BCP
2470
Blackhawk Capital Partners
Wisconsin
$275K – – –
PCM
2471
Prelude Capital Management
New York
$274K -$106K -265 -28%
KFA
2472
Kapstone Financial Advisors
Ohio
$274K – – –
MPW
2473
MGO Private Wealth
California
$274K +$278K +692 New
SF
2474
Slagle Financial
Illinois
$274K -$67K -167 -19%
CWA
2475
CM Wealth Advisors
Ohio
$274K -$118K -295 -30%
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