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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1751
Sheets Smith Wealth Management
North Carolina
$327K +$293K +6,710 New
IC
1752
Inscription Capital
Texas
$326K +$292K +6,690 New
WPC
1753
Waters Parkerson & Co
Louisiana
$325K – – –
ACP
1754
Aveo Capital Partners
Colorado
$325K +$18.8K +430 +7%
CAM
1755
Clark Asset Management
New Hampshire
$325K +$31.4K +720 +12%
SSWM
1756
Strait & Sound Wealth Management
California
$323K -$43.7K -1,000 -13%
FBB
1757
Fulton Breakefield Broenniman
Maryland
$323K – – –
HCA
1758
Horan Capital Advisors
Ohio
$321K +$10.9K +250 +4%
CBFP
1759
Cedar Brook Financial Partners
Ohio
$318K -$25.3K -580 -8%
HWP
1760
Highline Wealth Partners
California
$315K – – –
APW
1761
Austin Private Wealth
Texas
$315K +$25.3K +580 +10%
KWM
1762
Kolinsky Wealth Management
New Jersey
$315K +$282K +6,460 New
LFA
1763
Level Financial Advisors
New York
$314K -$99.1K -2,270 -26%
AWM
1764
Aspire Wealth Management
Massachusetts
$314K – – –
PSF
1765
Pacific Sun Financial
California
$313K -$873 -20 -0.3%
NCM
1766
Northside Capital Management
Oregon
$312K -$10.9K -250 -4%
CAM
1767
Cozad Asset Management
Illinois
$311K +$279K +6,380 New
CFFP
1768
Center for Financial Planning
Michigan
$309K – – –
HWA
1769
HHM Wealth Advisors
Tennessee
$309K – – –
MWM
1770
Merriman Wealth Management
Washington
$308K +$873 +20 +0.3%
BFO
1771
Biltmore Family Office
North Carolina
$308K – – –
FAG
1772
Fortitude Advisory Group
Washington
$308K +$2.62K +60 +1%
CWM
1773
C2C Wealth Management
Arizona
$308K -$8.73K -200 -3%
S
1774
Sunpointe
Missouri
$307K +$275K +6,310 New
BWM
1775
BlackDiamond Wealth Management
New York
$307K +$2.62K +60 +1%
69 70
71
72 73