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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1451
Regent Peak Wealth Advisors
Georgia
$305K +$11.4K +75 +4%
JC
1452
Jacobs & Co
California
$304K – – –
TWM
1453
Trueblood Wealth Management
Ohio
$303K -$5.3K -35 -2%
EFS
1454
Essex Financial Services
Connecticut
$303K +$33.3K +220 +12%
SSWM
1455
Smith Salley Wealth Management
North Carolina
$302K +$300K +1,980 New
LEA
1456
Legacy Edge Advisors
New York
$300K +$15.2K +100 +5%
TWM
1457
Thrive Wealth Management
Pennsylvania
$297K +$21.2K +140 +8%
AGM
1458
Alpine Global Management
New York
$297K +$295K +1,950 New
HNB
1459
Hilltop National Bank
Wyoming
$297K +$295K +1,945 New
GT
1460
Glenview Trust
Kentucky
$296K – – –
NRC
1461
New Republic Capital
North Carolina
$295K -$52.3K -345 -15%
TPWA
1462
Twin Peaks Wealth Advisors
California
$295K -$24.2K -160 -8%
RWM
1463
RKL Wealth Management
Pennsylvania
$295K +$4.54K +30 +2%
TP
1464
Tranquility Partners
Tennessee
$295K +$6.06K +40 +2%
SW
1465
SlateStone Wealth
Florida
$295K +$13.6K +90 +5%
LOIM
1466
Liberty One Investment Management
Illinois
$294K +$23.5K +155 +9%
FFWA
1467
FRG Family Wealth Advisors
Washington
$294K – – –
PIA
1468
Powell Investment Advisors
Florida
$294K – – –
SC
1469
Summa Corp
Texas
$293K -$117K -775 -29%
TPWA
1470
TRUE Private Wealth Advisors
Oregon
$293K -$3.03K -20 -1%
CFA
1471
Cahill Financial Advisors
Minnesota
$290K -$168K -1,110 -37%
KIG
1472
Kowal Investment Group
Wisconsin
$290K +$2.27K +15 +0.8%
AG
1473
Ascent Group
Virginia
$289K +$4.54K +30 +2%
LF
1474
Lantz Financial
Illinois
$287K -$101K -665 -26%
HCC
1475
Hirtle Callaghan & Co
Pennsylvania
$286K +$284K +1,875 New
57 58
59
60 61