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Name Holding Trade Value Shares
Change 		Change in
Stake
HLOC
2076
H.L. Ormond & Company
North Carolina
$232K -$2.39K -17 -1%
CCA
2077
Cottonwood Capital Advisors
Utah
$232K -$1.55K -11 -0.6%
SAM
2078
SP Asset Management
California
$232K – – –
WFAG
2079
Wescott Financial Advisory Group
Pennsylvania
$231K +$241K +1,717 New
KWM
2080
Kaydan Wealth Management
Michigan
$230K +$2.53K +18 +1%
RWA
2081
RGT Wealth Advisors
Texas
$229K -$196K -1,395 -45%
BI
2082
Ballast Inc
Kentucky
$229K +$24.9K +177 +12%
SG
2083
Stonnington Group
California
$228K -$134K -950 -34%
SCA
2084
Sandy Cove Advisors
Massachusetts
$228K – – –
FNFDCM
2085
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$228K +$8.43K +60 +4%
OWA
2086
Octavia Wealth Advisors
Ohio
$228K +$18.8K +134 +9%
WIM
2087
Westside Investment Management
California
$227K -$7.03K -50 -1%
EWM
2088
EPG Wealth Management
Georgia
$227K -$12.6K -90 -5%
OC
2089
Oakworth Capital
Alabama
$227K – – –
OIS
2090
Okabena Investment Services
Minnesota
$227K – – –
HCP
2091
Hexagon Capital Partners
Arkansas
$227K +$28.1K +200 +13%
WAS
2092
Wealth Advisory Solutions
Indiana
$227K +$237K +1,684 New
FTA
2093
Financial & Tax Architects
Missouri
$226K -$235K -1,671 -50%
CWM
2094
Cabot Wealth Management
Massachusetts
$226K – – –
FC
2095
Ferris Capital
Massachusetts
$226K – – –
JIC
2096
Joel Isaacson & Co
New York
$226K +$1.97K +14 +0.8%
LA
2097
LexAurum Advisors
Kansas
$225K – – –
HT
2098
Heritage Trust
Oklahoma
$224K +$1.97K +14 +0.8%
1IA
2099
1834 Investment Advisors
Wisconsin
$223K -$7.03K -50 -3%
GCP
2100
GSA Capital Partners
United Kingdom
$223K +$233K +1,657 New
82 83
84
85 86