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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2126
Cobblestone Capital Advisors
New York
$663K -$119K -701 -18%
SWM
2127
Stockman Wealth Management
Montana
$663K +$8K +47 +2%
VWM
2128
Vigilare Wealth Management
Arizona
$662K -$42.6K -250 -7%
MWP
2129
Meridian Wealth Partners
Pennsylvania
$661K +$18.4K +108 +4%
CRWM
2130
Castle Rock Wealth Management
California
$659K -$313K -1,840 -39%
JWM
2131
Janiczek Wealth Management
Colorado
$658K +$54.8K +322 +12%
CBFP
2132
Cedar Brook Financial Partners
Ohio
$656K -$11.8K -69 -2%
BCA
2133
Bay Colony Advisors
Massachusetts
$654K +$94.2K +553 +21%
PEA
2134
Park Edge Advisors
Ohio
$653K -$149K -872 -22%
ODG
2135
O'Dell Group
Ohio
$652K -$105K -618 -17%
TWM
2136
Triton Wealth Management
Arizona
$652K -$16.7K -98 -4%
WA
2137
Waverly Advisors
Alabama
$652K +$14.8K +87 +3%
MIA
2138
MainStreet Investment Advisors
Illinois
$651K -$2.73K -16 -0.5%
APW
2139
Austin Private Wealth
Texas
$650K -$3.06K -18 -0.6%
NJBEST
2140
New Jersey Better Educational Savings Trust
New Jersey
$650K – – –
BFWA
2141
Benchmark Financial Wealth Advisors
Florida
$649K -$7.83K -46 -1%
PWM
2142
Purus Wealth Management
California
$648K -$5.11K -30 -1%
CMP
2143
Coston McIsaac & Partners
Maine
$648K +$124K +726 +31%
SWA
2144
Strata Wealth Advisors
Texas
$647K -$67.1K -394 -11%
BHIA
2145
Birch Hill Investment Advisors
Massachusetts
$645K -$215K -1,260 -29%
BC
2146
Barrett & Company
Rhode Island
$645K +$28.1K +165 +6%
NFA
2147
Northern Financial Advisors
Michigan
$645K +$32.2K +189 +6%
ATFA
2148
All Terrain Financial Advisors
Minnesota
$645K – – –
WC
2149
Waterloo Capital
Texas
$645K +$518K +3,042 New
SPIO
2150
Seven Post Investment Office
California
$643K – – –
84 85
86
87 88