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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1876
Welch Group
Alabama
$533K +$57.5K +860 +13%
AWM
1877
Able Wealth Management
New Jersey
$532K -$11.4K -170 -2%
MWM
1878
Modern Wealth Management
Kansas
$532K +$77.6K +1,160 +18%
SIAP
1879
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$531K -$12K -180 -2%
PWM
1880
Prentice Wealth Management
New York
$529K -$52.2K -780 -9%
EA
1881
Emerald Advisers
Pennsylvania
$529K – – –
TFG
1882
Taylor Financial Group
Virginia
$529K – – –
RS
1883
Retirement Solution
Washington
$529K +$498K +7,450 New
MWM
1884
Merriman Wealth Management
Washington
$529K +$7.36K +110 +1%
CT
1885
Clearstead Trust
Maine
$528K +$176K +2,630 +55%
SSWM
1886
Sheets Smith Wealth Management
North Carolina
$526K -$153K -2,290 -24%
FC
1887
Fusion Capital
South Carolina
$525K -$2.67K -40 -0.5%
NCM
1888
New Capital Management
Texas
$523K – – –
QP
1889
Quartz Partners
New York
$523K +$494K +7,380 New
MAG
1890
M3 Advisory Group
Massachusetts
$523K +$72.9K +1,090 +17%
MAM
1891
McCarthy Asset Management
California
$523K -$129K -1,930 -21%
CWS
1892
Cypress Wealth Services
California
$522K +$59.5K +890 +14%
RCM
1893
Raleigh Capital Management
North Carolina
$522K +$22.1K +330 +5%
OCM
1894
Objective Capital Management
Ohio
$519K +$490K +7,320 New
CAM
1895
Concorde Asset Management
Michigan
$518K -$23.4K -350 -5%
MFWP
1896
Mosaic Family Wealth Partners
Missouri
$518K +$12K +180 +3%
FOA
1897
Five Oceans Advisors
California
$517K -$56.2K -840 -10%
PG
1898
Prostatis Group
Maryland
$516K +$486K +7,270 New
WIC
1899
Woodmont Investment Counsel
Tennessee
$514K -$12K -180 -2%
NWA
1900
New World Advisors
Massachusetts
$514K +$9.36K +140 +2%
74 75
76
77 78