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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2076
Principle Wealth Partners
Connecticut
$323K -$182K -8,143 -35%
NCM
2077
Noesis Capital Mangement
Florida
$323K +$156 +7 +0%
MWP
2078
Meridian Wealth Partners
Pennsylvania
$323K +$3.33K +149 +1%
W
2079
WealthStone
Ohio
$322K +$128K +5,731 +62%
MFG
2080
Monte Financial Group
Connecticut
$321K -$202K -9,036 -38%
GF
2081
Goodman Financial
Texas
$321K – – –
LIM
2082
Lathrop Investment Management
Arkansas
$320K -$109K -4,866 -25%
SC
2083
Steph & Co
Wisconsin
$320K +$20.9K +933 +7%
CWM
2084
Confluence Wealth Management
Oregon
$319K -$27.7K -1,238 -10%
BL
2085
Balentine LLC
Georgia
$319K +$55.2K +2,470 +20%
SCM
2086
Sterneck Capital Management
Missouri
$317K +$83.1K +3,720 +34%
SAG
2087
Spotlight Asset Group
Illinois
$316K +$36K +1,611 +12%
BWFA
2088
Baltimore-Washington Financial Advisors
Maryland
$315K -$206K -9,234 -39%
EW
2089
Element Wealth
Mississippi
$314K -$3.29K -147 -1%
EGWAG
2090
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$1.23K +55 +0.4%
WAG
2091
Winthrop Advisory Group
Massachusetts
$313K -$23.7K -1,062 -7%
TWM
2092
Titus Wealth Management
California
$313K +$2.08K +93 +0.6%
HI
2093
Hendershot Investments
Virginia
$313K +$53.3K +2,386 +20%
IAS
2094
IMA Advisory Services
Colorado
$312K -$4.71K -211 -1%
PFA
2095
Pure Financial Advisors
California
$311K +$66.6K +2,979 +26%
MWM
2096
MBE Wealth Management
Wisconsin
$310K – – –
AIA
2097
Arbor Investment Advisors
North Carolina
$309K +$8.4K +376 +3%
HFA
2098
Hoover Financial Advisors
Pennsylvania
$308K -$69.8K -3,124 -18%
MC
2099
Middleton & Co
Massachusetts
$308K – – –
CCA
2100
Column Capital Advisors
Indiana
$307K -$156K -6,966 -33%
82 83
84
85 86