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Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
2576
Foster Victor Wealth Advisors
South Carolina
$823K -$241K -7,250 -27%
TCWA
2577
Ten Capital Wealth Advisors
Washington
$823K +$78K +2,350 +14%
BA
2578
Bluesphere Advisors
Pennsylvania
$823K +$105K +3,150 +19%
PPG
2579
Peak Planning Group
Colorado
$821K +$184K +5,540 +40%
LWM
2580
LJI Wealth Management
Indiana
$820K +$59.4K +1,790 +10%
GGS
2581
Galvin Gaustad & Stein
Arizona
$820K +$165K +4,980 +35%
GD
2582
Grandfield & Dodd
New York
$819K +$98.3K +2,960 +18%
CA
2583
Crewe Advisors
Utah
$818K -$242K -7,300 -27%
TIA
2584
Traphagen Investment Advisors
New Jersey
$818K +$303K +9,130 +90%
AWM
2585
Avondale Wealth Management
Texas
$816K -$88.6K -2,670 -12%
WI
2586
Wedgewood Investors
Pennsylvania
$815K +$24.9K +750 +4%
FNC
2587
First National Corp
Massachusetts
$813K -$56.1K -1,690 -8%
MFT
2588
Moisand Fitzgerald Tamayo
Florida
$813K -$9.63K -290 -1%
HGWM
2589
Horst & Graben Wealth Management
Oregon
$813K -$34.2K -1,030 -5%
CFG
2590
Carr Financial Group
Massachusetts
$813K +$38.2K +1,150 +6%
AC
2591
AlphaCore Capital
California
$810K +$246K +7,420 +63%
WGCA
2592
Wolf Group Capital Advisors
Virginia
$808K – – –
F4L
2593
Fortune 45 LLC
Louisiana
$807K +$2.32K +70 +0.4%
PHM
2594
Prospect Hill Management
New Jersey
$807K – – –
HP
2595
HT Partners
Connecticut
$806K -$29.5K -890 -4%
CPSAC
2596
Chas P. Smith & Associates (CPS)
Florida
$806K +$315K +9,490 +99%
MIC
2597
Meridian Investment Counsel
California
$806K +$1.99K +60 +0.3%
TA
2598
Tactive Advisors
Florida
$805K -$194K -5,850 -24%
RFG
2599
Range Financial Group
Oregon
$804K -$159K -4,780 -20%
FPB
2600
First PREMIER Bank
South Dakota
$801K -$33.2K -1,000 -5%
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