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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2226
Cornerstone Wealth Group
North Carolina
$574K -$29.8K -175 -6%
AI
2227
ArchPoint Investors
Florida
$572K -$51.1K -300 -10%
PP
2228
Patten & Patten
Tennessee
$572K -$11.2K -66 -2%
AWA
2229
Amplius Wealth Advisors
Pennsylvania
$571K -$22.6K -133 -5%
TA
2230
TruWealth Advisors
Louisiana
$570K -$259K -1,521 -36%
MSWM
2231
McGlone Suttner Wealth Management
Wisconsin
$570K +$109K +639 +31%
SIC
2232
Samalin Investment Counsel
New York
$569K +$126K +739 +38%
RCA
2233
Resonant Capital Advisors
Wisconsin
$565K +$21.3K +125 +5%
PA
2234
Perennial Advisors
New York
$564K -$161K -947 -26%
BWS
2235
BCR Wealth Strategies
Alabama
$563K – – –
CIS
2236
Connors Investor Services
Pennsylvania
$563K – – –
SW
2237
SlateStone Wealth
Florida
$562K +$42.6K +250 +10%
AIA
2238
Alera Investment Advisors
Illinois
$560K +$157K +924 +54%
PM
2239
Phraction Management
Connecticut
$559K – – –
GFPC
2240
Global Financial Private Client
Florida
$558K +$281K +1,649 +170%
MPI
2241
Mairs & Power Inc
Minnesota
$554K +$162K +950 +57%
CCA
2242
Childress Capital Advisors
Texas
$553K -$190K -1,114 -30%
FAFN
2243
First Affirmative Financial Network
Colorado
$552K -$83.4K -490 -16%
HC
2244
Hamilton Capital
Ohio
$552K -$20.3K -119 -4%
DWM
2245
Dorchester Wealth Management
Quebec, Canada
$551K -$534K -3,134 -55%
LD
2246
Lipe & Dalton
New York
$550K -$85.2K -500 -16%
GEA
2247
Glen Eagle Advisors
New Jersey
$549K -$5.45K -32 -1%
FGA
2248
Fortis Group Advisors
New Jersey
$546K +$387K +2,272 New
FSC
2249
Full Sail Capital
Oklahoma
$545K +$100K +590 +30%
WBG
2250
Wharton Business Group
Pennsylvania
$544K – – –
88 89
90
91 92