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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2251
NewSquare Capital
Pennsylvania
$251K – – –
IC
2252
Inscription Capital
Texas
$251K +$261K +1,033 New
RWM
2253
Raffa Wealth Management
District of Columbia
$250K +$2.52K +10 +1%
YMRC
2254
Yorktown Management & Research Company
Virginia
$250K -$253K -1,000 -49%
CNAM
2255
Campbell Newman Asset Management
Wisconsin
$250K – – –
VCM
2256
Versant Capital Management
Arizona
$250K +$143K +567 +122%
WP
2257
WealthShield Partners
North Carolina
$249K -$95.2K -377 -27%
CYG
2258
Clean Yield Group
Vermont
$249K -$18.9K -75 -7%
FCFC
2259
First Commonwealth Financial Corp
Pennsylvania
$249K +$16.9K +67 +7%
RA
2260
Resolute Advisors
California
$249K +$254K +1,004 +4,365%
CSPIA
2261
Cary Street Partners Investment Advisory
Virginia
$248K -$137K -543 -35%
ABTD
2262
Arvest Bank Trust Division
Oklahoma
$248K -$5.05K -20 -2%
PIM
2263
Profit Investment Management
Maryland
$248K – – –
CWA
2264
Capital Wealth Alliance
Arizona
$248K +$258K +1,023 New
AWP
2265
Abacus Wealth Partners
California
$248K -$50.8K -201 -16%
TFA
2266
Toth Financial Advisory
Virginia
$247K -$807K -3,197 -76%
FNB
2267
Farmers National Bank
Kentucky
$247K +$21.2K +84 +9%
RCG
2268
Rock Creek Group
District of Columbia
$246K -$183K -725 -42%
AWC
2269
Abundance Wealth Counselors
Pennsylvania
$246K – – –
HWMG
2270
Hurlow Wealth Management Group
Indiana
$245K +$2.02K +8 +0.8%
BHIA
2271
Birch Hill Investment Advisors
Massachusetts
$245K +$255K +1,010 New
LF
2272
Lantz Financial
Illinois
$244K -$44.7K -177 -15%
ACG
2273
Allen Capital Group
Nebraska
$244K -$35.4K -140 -12%
NGA
2274
Naples Global Advisors
Florida
$244K – – –
AAS
2275
Annex Advisory Services
Wisconsin
$244K +$254K +1,004 New
89 90
91
92 93