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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2576
Crown Wealth Group
North Carolina
$4.26M +$106K +838 +2%
PFT
2577
Providence First Trust
Arizona
$4.26M +$25.3K +200 +0.5%
SLG
2578
Stanley-Laman Group
Pennsylvania
$4.25M -$2.64M -20,831 -35%
MCWA
2579
Meadow Creek Wealth Advisors
Georgia
$4.25M -$339K -2,677 -6%
CCA
2580
Corps Capital Advisors
Texas
$4.25M +$66.2K +522 +1%
BRM
2581
Boston Research & Management
Massachusetts
$4.24M +$3.56M +28,100 +255%
CC
2582
Constitution Capital
Connecticut
$4.24M -$112K -880 -2%
DOA
2583
D'Orazio & Associates
Virginia
$4.23M -$121K -956 -2%
FSA
2584
Financial Security Advisor
Virginia
$4.22M +$276K +2,180 +6%
NCM
2585
Northside Capital Management
Oregon
$4.22M +$71.7K +566 +1%
TA
2586
TruWealth Advisors
Louisiana
$4.21M -$81.1K -640 -2%
1WM
2587
1858 Wealth Management
Ohio
$4.21M +$338K +2,667 +7%
RCM
2588
Regency Capital Management
Hawaii
$4.2M +$1.66M +13,124 +51%
MAM
2589
MWA Asset Management
Massachusetts
$4.2M +$220K +1,737 +5%
CSPIA
2590
Cary Street Partners Investment Advisory
Virginia
$4.19M +$672K +5,300 +16%
KCFA
2591
Key Client Fiduciary Advisors
New Jersey
$4.19M -$98.1K -774 -2%
RCA
2592
Runnymede Capital Advisors
Ohio
$4.19M +$134K +1,057 +3%
NNPTE
2593
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.19M -$24.2M -190,899 -83%
WFI
2594
West Family Investments
California
$4.19M -$4.68M -36,950 -49%
FWTB
2595
First Western Trust Bank
Colorado
$4.18M +$302K +2,381 +7%
WSWA
2596
Warren Street Wealth Advisors
California
$4.18M +$335K +2,646 +7%
EHC
2597
Everett Harris & Co
California
$4.18M -$59.7K -471 -1%
AFG
2598
ABLE Financial Group
Arizona
$4.18M +$985K +7,772 +25%
EC
2599
Enhancing Capital
Pennsylvania
$4.17M – – –
CPRC
2600
Consolidated Portfolio Review Corp
New York
$4.17M -$1.53M -12,033 -24%
102 103
104
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