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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1426
Bell & Brown Wealth Advisors
California
$966K +$1.25K +20 +0.1%
EWM
1427
Endowment Wealth Management
Wisconsin
$963K -$1.25K -20 -0.1%
HTC
1428
Haverford Trust Company
Pennsylvania
$962K +$40.6K +650 +5%
BIP
1429
Blueprint Investment Partners
North Carolina
$958K +$15.6K +250 +2%
SSWM
1430
Smith Salley Wealth Management
North Carolina
$957K -$45.6K -730 -5%
CIC
1431
Carnegie Investment Counsel
Ohio
$956K -$9.37K -150 -1%
OMC
1432
Old Mission Capital
Illinois
$954K +$883K +14,130 New
OCM
1433
Orion Capital Management
California
$953K -$24.4K -390 -3%
PFA
1434
Pure Financial Advisors
California
$952K +$23.7K +380 +3%
HCM
1435
Hollencrest Capital Management
California
$951K +$14.4K +230 +2%
LCGC
1436
Legacy Capital Group California
California
$949K -$842K -13,480 -49%
HIMC
1437
Heritage Investors Management Corp
Maryland
$948K -$19.4K -310 -2%
FNT
1438
First National Trust
Pennsylvania
$947K +$38.1K +610 +5%
ILI
1439
Invesco LLC (Illinois)
Illinois
$946K -$13.1K -210 -1%
CH
1440
Cromwell Holdings
Wyoming
$944K +$874K +13,990 New
CA
1441
Cullinan Associates
Kentucky
$938K +$431K +6,900 +99%
RPWA
1442
Regent Peak Wealth Advisors
Georgia
$937K +$53.7K +860 +7%
FWI
1443
Facet Wealth Inc
Maryland
$936K +$109K +1,750 +13%
TPA
1444
Trivium Point Advisory
Connecticut
$935K +$249K +3,980 +40%
CPC
1445
Congress Park Capital
New York
$932K -$109K -1,750 -11%
DWM
1446
Dorchester Wealth Management
Quebec, Canada
$932K – – –
AWAG
1447
ARS Wealth Advisors Group
Florida
$931K -$106K -1,700 -11%
FC
1448
Fairscale Capital
New Hampshire
$927K +$882K +14,120 New
CIS
1449
Continental Investors Services
Washington
$925K +$4.37K +70 +0.5%
SCI
1450
Stableford Capital II
Arizona
$923K -$82.4K -1,320 -8%
56 57
58
59 60