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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2076
Morris Capital Advisors
Pennsylvania
$720K +$5.64K +27 +0.9%
BWP
2077
BSW Wealth Partners
Colorado
$720K +$266K +1,276 +67%
CPC
2078
Consolidated Planning Corp
Georgia
$715K -$5.01K -24 -0.8%
SMH
2079
Sanders Morris Harris
Texas
$714K -$106K -506 -14%
DA
2080
DSC Advisors
Illinois
$714K +$20.7K +99 +3%
S
2081
SimplyRich
California
$710K – – –
FP
2082
Financial Perspectives
Minnesota
$709K +$16.5K +79 +3%
P
2083
&Partners
Tennessee
$709K +$6.05K +29 +0.9%
PWA
2084
Physician Wealth Advisors
Utah
$709K +$14.4K +69 +3%
RI
2085
Rudd International
Florida
$708K -$11.3K -54 -2%
SRC
2086
Sage Rhino Capital
California
$707K -$1.25K -6 -0.2%
LWM
2087
Liberty Wealth Management
California
$706K -$835 -4 -0.1%
CBTWT
2088
Community Bank & Trust (Waco, Texas)
Texas
$704K +$144K +692 +29%
AIA
2089
Angeles Investment Advisors
California
$703K -$9.39K -45 -1%
SB
2090
Strategic Blueprint
Georgia
$703K +$86.2K +413 +15%
EA
2091
Ellsworth Advisors
Ohio
$703K +$647K +3,098 New
CS
2092
Capital Square
Tennessee
$701K -$21.5K -103 -3%
ICM
2093
IMS Capital Management
Oregon
$700K -$3.97K -19 -0.6%
WMA
2094
Wealth Management Associates
New Jersey
$698K +$92.9K +445 +17%
BO
2095
BRR OpCo
Ohio
$698K -$120K -574 -16%
HKAM
2096
Horizon Kinetics Asset Management
New York
$698K +$52.8K +253 +9%
NB
2097
Northwest Bancshares
Pennsylvania
$698K +$641K +3,072 New
LTI
2098
Laffer Tengler Investments
Tennessee
$698K +$439K +2,104 +217%
RM
2099
Resource Management
Louisiana
$696K +$130K +622 +25%
BFC
2100
Bedel Financial Consulting
Indiana
$695K -$1.46K -7 -0.2%
82 83
84
85 86