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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1201
Strategic Blueprint
Georgia
$2.31M +$49.4K +1,710 +2%
IC
1202
Inscription Capital
Texas
$2.3M +$573K +19,860 +34%
RWA
1203
Ropes Wealth Advisors
Massachusetts
$2.3M -$156K -5,399 -6%
CWM
1204
Chesapeake Wealth Management
Virginia
$2.3M +$784K +27,154 +53%
CONA
1205
Capital One National Association
New York
$2.29M +$2.24M +77,663 New
S
1206
Surevest
California
$2.28M +$473K +16,384 +27%
BTW
1207
Boston Trust Walden
Massachusetts
$2.28M +$13.6K +471 +0.6%
BLAM
1208
Bourne Lent Asset Management
New York
$2.26M +$394K +13,638 +22%
PWSG
1209
Pacific Wealth Strategies Group
California
$2.26M +$18.8K +650 +0.9%
RG
1210
Retirement Group
California
$2.26M +$2.21M +76,482 New
ACP
1211
Ashfield Capital Partners
California
$2.25M +$17.6K +610 +0.8%
BG
1212
Berry Group
Massachusetts
$2.25M +$2.2M +76,329 New
ATFA
1213
All Terrain Financial Advisors
Minnesota
$2.25M +$198K +6,860 +10%
ACM
1214
Ategra Capital Management
Virginia
$2.25M +$275K +9,541 +14%
IAN
1215
Integrated Advisors Network
Texas
$2.25M +$2.2M +76,229 New
GIM
1216
Guild Investment Management
California
$2.24M +$45.9K +1,588 +2%
CAI
1217
Capital Advisors Inc
Oklahoma
$2.24M +$643K +22,275 +42%
1WA
1218
180 Wealth Advisors
Washington
$2.24M +$63.2K +2,189 +3%
FC
1219
Forte Capital
New York
$2.23M -$18K -623 -0.8%
IAMOG
1220
Investors Asset Management of Georgia
Georgia
$2.23M -$142K -4,932 -6%
BAS
1221
Brown Advisory Securities
Maryland
$2.22M +$262K +9,088 +14%
WI
1222
Wintrust Investments
Illinois
$2.22M +$445K +15,411 +26%
AFM
1223
Abbot Financial Management
Massachusetts
$2.21M +$45.7K +1,581 +2%
NAS
1224
Nicolet Advisory Services
Wisconsin
$2.21M +$70.3K +2,433 +3%
LCM
1225
Lucas Capital Management
New Jersey
$2.21M -$77.2K -2,675 -3%
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