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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1251
SevenBridge Financial Group
Pennsylvania
$791K – – –
GWS
1252
Glassman Wealth Services
Virginia
$789K -$23.1K -530 -3%
LWA
1253
Lineweaver Wealth Advisors
Ohio
$789K -$5.67K -130 -0.8%
LCOV
1254
London Company of Virginia
Virginia
$784K – – –
PFP
1255
Paragon Financial Partners
California
$782K -$1.75K -40 -0.2%
WFI
1256
West Family Investments
California
$781K +$24.4K +560 +4%
EHWM
1257
Eads & Heald Wealth Management
Georgia
$776K +$435K +9,970 +167%
HFP
1258
Holistic Financial Partners
Indiana
$776K +$6.11K +140 +0.9%
TFA
1259
Toth Financial Advisory
Virginia
$776K +$447K +10,250 +180%
DWP
1260
Daymark Wealth Partners
Ohio
$775K +$27.5K +630 +4%
CAI
1261
Capital Advisors Inc
Oklahoma
$774K -$24.9K -570 -3%
PGA
1262
Portland Global Advisors
Maine
$774K – – –
ANTB
1263
AMG National Trust Bank
Colorado
$774K +$147K +3,360 +27%
TPW
1264
Transatlantique Private Wealth
New York
$769K – – –
AA
1265
Apriem Advisors
California
$769K -$99.5K -2,280 -13%
NSIM
1266
North Star Investment Management
Illinois
$766K – – –
CT
1267
Columbia Trust
Oregon
$762K +$90.8K +2,080 +15%
EWA
1268
Exencial Wealth Advisors
Oklahoma
$761K +$172K +3,950 +34%
EWS
1269
Evergreen Wealth Solutions
Pennsylvania
$761K -$121K -2,770 -15%
MCC
1270
Malaga Cove Capital
California
$761K +$138K +3,160 +25%
AWM
1271
Angeles Wealth Management
California
$761K +$251K +5,740 +58%
AHC
1272
Adell Harriman & Carpenter
Texas
$758K +$32.7K +750 +5%
KCPG
1273
Kavar Capital Partners Group
Kansas
$757K +$340K +7,780 +100%
AWAG
1274
ARS Wealth Advisors Group
Florida
$757K -$13.5K -310 -2%
JSL
1275
JT Stratford LLC
Georgia
$755K +$83.4K +1,910 +14%
49 50
51
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