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Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1476
Baker Ellis Asset Management
Washington
$773K – – –
IWS
1477
Insight Wealth Strategies
California
$773K +$101K +894 +16%
BCM
1478
Blume Capital Management
California
$772K – – –
RIA
1479
Regal Investment Advisors
Michigan
$769K -$9.02K -80 -1%
WKWM
1480
Walter & Keenan Wealth Management
Indiana
$766K – – –
CWM
1481
Cornerstone Wealth Management
Missouri
$765K -$25.7K -228 -3%
IWA
1482
Inspirion Wealth Advisors
Illinois
$762K +$1.92K +17 +0.3%
SIC
1483
Salem Investment Counselors
North Carolina
$762K +$82.6K +733 +13%
TWA
1484
TCI Wealth Advisors
Arizona
$761K -$63.3K -561 -8%
TA
1485
TFG Advisers
Michigan
$761K +$2.93K +26 +0.4%
BCM
1486
Brasada Capital Management
Texas
$760K -$225K -2,000 -24%
GIA
1487
GHP Investment Advisors
Colorado
$760K +$1.58K +14 +0.2%
PPW
1488
Parcion Private Wealth
Washington
$758K -$1.03M -9,147 -55%
WAP
1489
Wealthcare Advisory Partners
Pennsylvania
$758K -$227K -2,011 -24%
XF
1490
XML Financial
Maryland
$758K -$1.01K -9 -0.1%
SIA
1491
Soltis Investment Advisors
Utah
$757K -$19.7K -175 -3%
NB
1492
NBT Bank
New York
$757K +$10.1K +90 +1%
GPA
1493
Garrison Point Advisors
California
$753K +$9.02K +80 +1%
MTWM
1494
Masso Torrence Wealth Management
New Jersey
$750K +$723K +6,410 New
ZF
1495
Zhang Financial
Michigan
$749K +$12K +106 +2%
PWP
1496
Pursue Wealth Partners
California
$749K +$722K +6,405 New
FFS
1497
Founders Financial Securities
Maryland
$746K +$2.14K +19 +0.3%
DJSG
1498
D.J. St. Germain
Massachusetts
$744K +$70.8K +628 +11%
KP
1499
Keel Point
Alabama
$740K +$56.3K +499 +9%
WP
1500
WealthPLAN Partners
Nebraska
$739K -$1.8K -16 -0.2%
58 59
60
61 62