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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1101
Canvas Wealth Advisors
Kansas
$261K +$250K +3,570 New
WWC
1102
Waypoint Wealth Counsel
Georgia
$259K -$61.9K -885 -20%
PPC
1103
Park Place Capital
Alabama
$259K -$2.1K -30 -0.9%
CCG
1104
Catalina Capital Group
California
$259K +$240K +3,435 New
AF
1105
Advisornet Financial
Minnesota
$257K +$3.15K +45 +1%
FIA
1106
Foundations Investment Advisors
Arizona
$257K +$239K +3,420 New
AC
1107
Abbrea Capital
California
$257K – – –
DIM
1108
Delta Investment Management
California
$255K +$237K +3,390 New
ZF
1109
Zhang Financial
Michigan
$255K +$237K +3,390 New
SWA
1110
SFMG Wealth Advisors
Texas
$254K -$9.44K -135 -4%
EA
1111
Echo45 Advisors
California
$254K -$3.15K -45 -1%
KWM
1112
Kingsview Wealth Management
Oregon
$254K +$236K +3,375 New
IB
1113
Intrust Bank
Kansas
$253K – – –
AA
1114
Advisory Alpha
Michigan
$252K +$234K +3,345 New
MLL
1115
Moody Lynn & Lieberson
Massachusetts
$249K – – –
KP
1116
Keel Point
Alabama
$249K +$232K +3,315 New
SRL
1117
Scientech Research LLC
New Jersey
$248K -$10.5K -150 -4%
IP
1118
Isthmus Partners
Wisconsin
$248K – – –
HCA
1119
Hyperion Capital Advisors
New York
$248K +$231K +3,300 New
IF
1120
Intrua Financial
Texas
$248K +$231K +3,300 New
WG
1121
Welch Group
Alabama
$248K +$231K +3,300 New
HTC
1122
Haverford Trust Company
Pennsylvania
$246K -$8.39K -120 -4%
EWA
1123
Etesian Wealth Advisors
Oregon
$246K – – –
CA
1124
CoreCap Advisors
Michigan
$245K +$228K +3,255 New
PFBT
1125
Parkside Financial Bank & Trust
Missouri
$244K +$30.4K +435 +16%
43 44
45
46 47