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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
976
Bogart Wealth LLC
Virginia
$339K +$2.8K +35 +0.9%
WIA
977
World Investment Advisors
California
$338K +$331K +4,141 New
AAG
978
Armstrong Advisory Group
Massachusetts
$336K -$24.3K -304 -7%
BIG
979
Brooklyn Investment Group
New York
$335K – – –
CBT
980
CoreFirst Bank & Trust
Kansas
$334K -$28.8K -360 -8%
MIM
981
Marco Investment Management
Georgia
$334K – – –
VBCG
982
Valley Brook Capital Group
Pennsylvania
$333K -$28.4K -355 -8%
PCM
983
Parsons Capital Management
Rhode Island
$332K +$1.36K +17 +0.4%
NGA
984
Naples Global Advisors
Florida
$331K – – –
CRI
985
Colonial River Investments
Virginia
$331K – – –
HNWA
986
Henrickson Nauta Wealth Advisors
Michigan
$331K – – –
WF
987
Welch & Forbes
Massachusetts
$329K -$74.4K -932 -19%
IFWM
988
Institute for Wealth Management
Colorado
$328K +$1.44K +18 +0.4%
CFP
989
Catalyst Financial Partners
Massachusetts
$328K +$321K +4,020 New
RW
990
Rede Wealth
Virginia
$326K -$3.52K -44 -1%
VPA
991
Vernal Point Advisors
California
$326K – – –
TAM
992
TCP Asset Management
Ohio
$326K – – –
HNWAG
993
High Net Worth Advisory Group
Florida
$326K +$2.4K +30 +0.8%
AA
994
Advisory Alpha
Michigan
$326K +$29.1K +364 +10%
MAM
995
Mystic Asset Management
Rhode Island
$325K +$43.9K +550 +16%
AHC
996
Adell Harriman & Carpenter
Texas
$324K – – –
PWA
997
PCG Wealth Advisors
Kansas
$322K +$7.99K +100 +3%
GM
998
GeoWealth Management
Illinois
$320K +$41.7K +522 +15%
WSFS
999
Wilmington Savings Fund Society
Delaware
$320K +$29.4K +368 +10%
HPM
1000
Hoxton Planning & Management
West Virginia
$320K +$2.48K +31 +0.8%
38 39
40
41 42