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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2451
JFS Wealth Advisors
Pennsylvania
$529K +$25.4K +236 +4%
ABWM
2452
Alpine Bank Wealth Management
Colorado
$529K -$57.8K -536 -9%
WP
2453
WealthPLAN Partners
Nebraska
$529K +$55.2K +512 +10%
GPFA
2454
Game Plan Financial Advisors
Ohio
$529K -$179K -1,660 -23%
BL
2455
Balentine LLC
Georgia
$529K +$197K +1,828 +48%
FPH
2456
Financial Planning Hawaii
Hawaii
$527K +$606K +5,620 New
CF
2457
Convergence Financial
Missouri
$526K +$62K +575 +11%
CWM
2458
Cherrydale Wealth Management
New Jersey
$525K – – –
SCM
2459
Seascape Capital Management
New Hampshire
$525K -$8.19K -76 -1%
SB
2460
Sunflower Bank
Texas
$525K -$1.29K -12 -0.2%
WG
2461
Wealth Group
North Carolina
$524K +$603K +5,590 New
FNBOH
2462
First National Bank of Hutchinson
Kansas
$524K -$607K -5,634 -50%
FCM
2463
Fourpath Capital Management
Oklahoma
$521K +$27.2K +252 +5%
BWP
2464
Bernardo Wealth Planning
Pennsylvania
$518K -$2.91K -27 -0.5%
GFWA
2465
Grey Fox Wealth Advisors
Delaware
$518K +$2.16K +20 +0.4%
KHCM
2466
Kirtland Hills Capital Management
Ohio
$517K -$11K -102 -2%
BST
2467
Bath Savings Trust
Maine
$516K +$10.5K +97 +2%
DFA
2468
Delta Financial Advisors
Louisiana
$516K +$121K +1,125 +26%
SC
2469
Shay Capital
New York
$516K -$270K -2,500 -31%
PCA
2470
Purkiss Capital Advisors
Connecticut
$516K -$17.3K -160 -3%
VC
2471
Veracity Capital
Georgia
$515K -$9.16K -85 -2%
GD
2472
Grandfield & Dodd
New York
$515K +$2.48K +23 +0.4%
OWA
2473
Opal Wealth Advisors
New York
$514K -$140K -1,296 -19%
FDCP
2474
Foster Dykema Cabot & Partners
Massachusetts
$514K -$15.1K -140 -2%
CFA
2475
Capstone Financial Advisors
Illinois
$513K -$56.2K -521 -9%
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