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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1201
West Paces Advisors
Georgia
$23.4K – – –
CPG
1202
Cornerstone Planning Group
New Jersey
$23.1K +$670 +10 +3%
SWA
1203
SOA Wealth Advisors
New York
$22.9K – – –
HCM
1204
Hollencrest Capital Management
California
$21K – – –
HWM
1205
HighMark Wealth Management
Minnesota
$20.7K +$1.14K +17 +6%
NMG
1206
New Millennium Group
Utah
$20.4K – – –
MA
1207
MCF Advisors
Kentucky
$19.7K +$14.2K +212 +272%
CWP
1208
Concord Wealth Partners
Virginia
$19.3K -$11.4K -170 -38%
SWM
1209
Sanctuary Wealth Management
Idaho
$18.7K +$2.68K +40 +17%
RG
1210
Retirement Group
California
$18.2K – – –
BAAM
1211
Baker Avenue Asset Management
California
$17.9K +$737 +11 +4%
USB
1212
Union Savings Bank
Connecticut
$17.7K – – –
LFA
1213
LGT Financial Advisors
Texas
$17.1K +$16.9K +252 New
MFC
1214
Mechanics Financial Corp
Ohio
$17K – – –
CB
1215
Community Bank
New York
$17K -$4.69K -70 -22%
HL
1216
HeadInvest LLC
Maine
$17K +$16.7K +250 New
IFAM
1217
Institutional & Family Asset Management
Colorado
$16.9K – – –
RTC
1218
Riverview Trust Company
Washington
$16.5K – – –
BCMLT
1219
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K – – –
FMP
1220
Financial Management Professionals
Texas
$16K +$67 +1 +0.4%
BIA
1221
Bell Investment Advisors
California
$15.6K +$67 +1 +0.4%
FRA
1222
Front Row Advisors
California
$15.6K -$335 -5 -2%
CAS
1223
Coppell Advisory Solutions
Texas
$15.4K -$12.3K -183 -37%
TFGT
1224
TS Financial Group (TSFG)
Illinois
$15K +$67 +1 +0.5%
CCC
1225
Chelsea Counsel Company
California
$15K – – –
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