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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2076
Sage Mountain Advisors
Georgia
$211K +$205K +11,452 New
HWMG
2077
Hurlow Wealth Management Group
Indiana
$211K +$4.62K +258 +2%
BWFA
2078
Baltimore-Washington Financial Advisors
Maryland
$211K +$16.6K +925 +9%
SFG
2079
Sather Financial Group
Texas
$210K – – –
AIC
2080
Archer Investment Corporation
Indiana
$210K +$2.69K +150 +1%
FWM
2081
FSA Wealth Management
Massachusetts
$209K -$19.8K -1,106 -9%
LA
2082
Legacy Advisors
Pennsylvania
$209K +$203K +11,347 New
CCA
2083
Column Capital Advisors
Indiana
$209K +$3.22K +180 +2%
MCM
2084
McMillion Capital Management
North Carolina
$209K -$9.13K -510 -4%
HP
2085
HT Partners
Connecticut
$208K – – –
AWG
2086
Altus Wealth Group
Colorado
$208K -$33.3K -1,862 -14%
SAM
2087
Sequent Asset Management
Texas
$208K -$164K -9,182 -45%
HWMA
2088
Heritage Wealth Management (Arizona)
Arizona
$207K +$119K +6,642 +144%
AWM
2089
Atticus Wealth Management
Florida
$207K +$11K +612 +6%
CCA
2090
Childress Capital Advisors
Texas
$206K -$241K -13,454 -55%
PTB
2091
Pioneer Trust Bank
Oregon
$206K +$200K +11,170 New
AIA
2092
Avalon Investment & Advisory
Texas
$205K -$14.4K -807 -7%
AHB
2093
Abner Herrman & Brock
New Jersey
$205K -$4.87K -272 -2%
CSIA
2094
Charles Schwab Investment Advisory
California
$204K -$4.76K -266 -2%
BWM
2095
Biltmore Wealth Management
Arizona
$204K +$36 +2 +0%
IWA
2096
IVC Wealth Advisors
Pennsylvania
$203K -$30.4K -1,696 -13%
FFA
2097
Fi3 Financial Advisors
Indiana
$203K +$197K +11,023 New
CCM
2098
Condor Capital Management
New Jersey
$203K +$54 +3 +0%
DOA
2099
D'Orazio & Associates
Virginia
$203K +$1.79K +100 +0.9%
BONH
2100
Bank of New Hampshire
New Hampshire
$202K -$9.4K -525 -5%
82 83
84
85 86