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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1876
Cresta Advisors
Texas
$547K +$36.2K +308 +7%
TWM
1877
Thrive Wealth Management
Pennsylvania
$546K +$52.6K +448 +11%
FPAS
1878
Focus Partners Advisor Solutions
Missouri
$546K -$479K -4,080 -47%
MCM
1879
McDonough Capital Management
Florida
$544K -$80.4K -685 -13%
DF
1880
Donoghue Forlines
Massachusetts
$544K +$37.2K +317 +8%
EBWM
1881
Eagle Bluffs Wealth Management
Missouri
$543K -$28.9K -246 -5%
MW
1882
MBL Wealth
North Carolina
$542K -$15.6K -133 -3%
CCG
1883
Cypress Capital Group
Florida
$540K +$36.3K +309 +7%
AWM
1884
Avaii Wealth Management
Wisconsin
$539K +$256K +2,178 +94%
ZIC
1885
ZWJ Investment Counsel
Georgia
$539K +$131K +1,118 +33%
WDC
1886
Woodward Diversified Capital
California
$537K -$73.5K -626 -12%
PCM
1887
Pointe Capital Management
Michigan
$537K +$98.8K +841 +23%
CB
1888
Cadence Bank
Mississippi
$537K -$312K -2,659 -37%
JPLA
1889
Joseph P. Lucia & Associates
New York
$533K -$45K -383 -8%
WRPWM
1890
Werba Rubin Papier Wealth Management
California
$532K +$519K +4,419 New
ACM
1891
Alta Capital Management
Utah
$532K -$34.1M -290,048 -98%
TFS
1892
TrustCore Financial Services
Tennessee
$530K -$30.8K -262 -6%
EWM
1893
Evermay Wealth Management
Virginia
$530K -$20.1K -171 -4%
OWA
1894
Octavia Wealth Advisors
Ohio
$530K -$14.4K -123 -3%
AC
1895
Aristides Capital
Kentucky
$529K +$117K +1,000 +29%
RWA
1896
River Wealth Advisors
Pennsylvania
$528K -$479K -4,082 -48%
BSSFA
1897
Baron Silver Stevens Financial Advisors
Florida
$525K +$513K +4,366 New
HNWAG
1898
High Net Worth Advisory Group
Florida
$524K -$429K -3,650 -46%
QT
1899
Quantbot Technologies
New York
$523K +$510K +4,344 New
PFSC
1900
Peoples Financial Services Corp
Pennsylvania
$523K -$29K -247 -5%
74 75
76
77 78