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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1326
Paces Ferry Wealth Advisors
Georgia
$696K -$1.31K -30 -0.2%
EWM
1327
Endowment Wealth Management
Wisconsin
$696K -$437 -10 -0.1%
BBWA
1328
Bell & Brown Wealth Advisors
California
$696K +$624K +14,290 New
SSB
1329
Sandy Spring Bank
Maryland
$694K +$34.5K +790 +6%
HIMC
1330
Heritage Investors Management Corp
Maryland
$687K +$21.8K +500 +4%
SWA
1331
SOA Wealth Advisors
New York
$687K -$19.6K -450 -3%
VCP
1332
Verus Capital Partners
Arizona
$687K -$87.3K -2,000 -12%
BCM
1333
BluePointe Capital Management
California
$685K +$614K +14,070 New
MIA
1334
MMBG Investment Advisors
Florida
$685K – – –
SFA
1335
Semmax Financial Advisors
North Carolina
$684K +$18.3K +420 +4%
WP
1336
WealthSource Partners
California
$683K -$38.9K -890 -6%
CW
1337
CreativeOne Wealth
Kansas
$681K +$64.2K +1,470 +12%
SAM
1338
Smartleaf Asset Management
Massachusetts
$677K +$629K +14,400 New
PWM
1339
Proathlete Wealth Management
Florida
$674K +$604K +13,840 New
CP
1340
Castleview Partners
Texas
$672K -$317K -7,270 -34%
DWM
1341
Dorchester Wealth Management
Quebec, Canada
$672K – – –
AWM
1342
Aprio Wealth Management
Georgia
$670K +$171K +3,920 +40%
KI
1343
Kapitalo Investimentos
Brazil
$669K -$453K -10,370 -43%
CFP
1344
Catalyst Financial Partners
Massachusetts
$667K +$50.2K +1,150 +9%
EA
1345
Ellsworth Advisors
Ohio
$666K +$31.9K +730 +6%
SMC
1346
Smith, Moore & Co
Missouri
$665K +$873 +20 +0.1%
JWM
1347
JPL Wealth Management
Colorado
$663K +$595K +13,620 New
MCCP
1348
Mission Creek Capital Partners
California
$663K -$58.9K -1,350 -9%
HTC
1349
Haverford Trust Company
Pennsylvania
$662K -$217K -4,970 -27%
PPC
1350
Park Place Capital
Alabama
$662K -$163K -3,740 -22%
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