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Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
1751
San Luis Wealth Advisors
California
$330K +$320K +2,256 New
BDFN
1752
Bond & Devick Financial Network
Minnesota
$329K +$320K +2,251 New
DE
1753
Day & Ennis
Georgia
$328K +$1.99K +14 +0.6%
DA
1754
Duality Advisers
Florida
$327K -$2.95M -20,773 -90%
BWM
1755
Benchmark Wealth Management
Connecticut
$327K -$51K -359 -14%
BG
1756
Berry Group
Massachusetts
$327K – – –
SLT
1757
St Louis Trust
Missouri
$325K – – –
SSWM
1758
Sheets Smith Wealth Management
North Carolina
$325K +$21.1K +149 +7%
SWP
1759
Summit Wealth Partners
Florida
$324K – – –
CPA
1760
Court Place Advisors
Maryland
$323K – – –
MIC
1761
Means Investment Company
Maine
$318K +$284 +2 +0.1%
SICM
1762
Sustainable Insight Capital Management
New York
$318K +$309K +2,178 New
IA
1763
Insight Advisors
Pennsylvania
$317K +$308K +2,170 New
BFG
1764
Beacon Financial Group
Texas
$315K -$51K -359 -14%
AC
1765
Addison Capital
Pennsylvania
$314K -$57.3K -404 -16%
FNBOSM
1766
First National Bank of South Miami
Florida
$314K -$7.24K -51 -2%
KMWM
1767
Keudell/Morrison Wealth Management
Oregon
$314K +$22.3K +157 +8%
GIM
1768
Groesbeck Investment Management
New Jersey
$313K – – –
IP
1769
Investment Partners
Ohio
$313K +$1.84K +13 +0.6%
DDPIC
1770
Deroy & Devereaux Private Investment Counsel
Michigan
$312K -$19.4K -137 -6%
EIG
1771
Ellenbecker Investment Group
Wisconsin
$312K +$8.52K +60 +3%
JLBC
1772
J.L. Bainbridge & Co
Florida
$311K +$22.4K +158 +8%
BL
1773
Balentine LLC
Georgia
$311K +$29.5K +208 +11%
CCA
1774
Childress Capital Advisors
Texas
$311K +$300K +2,113 New
FCFC
1775
First Commonwealth Financial Corp
Pennsylvania
$309K -$6.67K -47 -2%