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Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
976
International Private Wealth Advisors
California
$339K -$50.1K -627 -13%
BWL
977
Bogart Wealth LLC
Virginia
$339K +$2.8K +35 +0.9%
WIA
978
World Investment Advisors
California
$338K +$331K +4,141 New
AAG
979
Armstrong Advisory Group
Massachusetts
$336K -$24.3K -304 -7%
BIG
980
Brooklyn Investment Group
New York
$335K – – –
CBT
981
CoreFirst Bank & Trust
Kansas
$334K -$28.8K -360 -8%
MIM
982
Marco Investment Management
Georgia
$334K – – –
VBCG
983
Valley Brook Capital Group
Pennsylvania
$333K -$28.4K -355 -8%
PCM
984
Parsons Capital Management
Rhode Island
$332K +$1.36K +17 +0.4%
NGA
985
Naples Global Advisors
Florida
$331K – – –
CRI
986
Colonial River Investments
Virginia
$331K – – –
HNWA
987
Henrickson Nauta Wealth Advisors
Michigan
$331K – – –
WF
988
Welch & Forbes
Massachusetts
$329K -$74.4K -932 -19%
IFWM
989
Institute for Wealth Management
Colorado
$328K +$1.44K +18 +0.4%
CFP
990
Catalyst Financial Partners
Massachusetts
$328K +$321K +4,020 New
RW
991
Rede Wealth
Virginia
$326K -$3.52K -44 -1%
VPA
992
Vernal Point Advisors
California
$326K – – –
TAM
993
TCP Asset Management
Ohio
$326K – – –
HNWAG
994
High Net Worth Advisory Group
Florida
$326K +$2.4K +30 +0.8%
AA
995
Advisory Alpha
Michigan
$326K +$29.1K +364 +10%
MAM
996
Mystic Asset Management
Rhode Island
$325K +$43.9K +550 +16%
AHC
997
Adell Harriman & Carpenter
Texas
$324K – – –
PWA
998
PCG Wealth Advisors
Kansas
$322K +$7.99K +100 +3%
GM
999
GeoWealth Management
Illinois
$320K +$41.7K +522 +15%
WSFS
1000
Wilmington Savings Fund Society
Delaware
$320K +$29.4K +368 +10%
38 39
40
41 42