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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
876
Capital Asset Advisory Services
Michigan
$258K +$30.1K +560 +13%
WA
877
Wambolt & Associates
Colorado
$257K -$12.6K -235 -5%
MWP
878
Madison Wealth Partners
Wisconsin
$257K – – –
QCG
879
Quadrant Capital Group
Ohio
$257K -$5.38K -100 -2%
PP
880
Pegasus Partners
Wisconsin
$256K +$4.84K +90 +2%
FB
881
Fulton Bank
Pennsylvania
$255K +$1.07K +20 +0.4%
CIA
882
Choate Investment Advisors
Massachusetts
$254K – – –
HPC
883
HM Payson & Co
Maine
$253K – – –
EWM
884
EPG Wealth Management
Georgia
$252K -$251K -4,670 Closed
SAM
885
Strategy Asset Managers
California
$251K -$12.1K -225 -4%
SEIA
886
Signature Estate & Investment Advisors
California
$249K +$248K +4,615 New
HI
887
Harbour Investments
Wisconsin
$247K -$172K -3,205 -41%
9WM
888
9258 Wealth Management
Ohio
$247K – – –
GM
889
GeoWealth Management
Illinois
$247K +$66.4K +1,235 +37%
PVI
890
Pine Valley Investments
New Jersey
$247K +$245K +4,565 New
DA
891
Detalus Advisors
Missouri
$246K +$20.7K +385 +9%
AWE
892
Avidian Wealth Enterprises
Texas
$244K +$25.8K +480 +12%
CFP
893
Catalyst Financial Partners
Massachusetts
$243K +$16.9K +315 +8%
CF
894
Copperwynd Financial
Arizona
$241K – – –
HWM
895
Hohimer Wealth Management
Washington
$239K -$44.3K -825 -16%
NBT
896
Northwest Bank & Trust
Iowa
$235K – – –
VCP
897
Verus Capital Partners
Arizona
$235K -$7.79K -145 -3%
TAM
898
Tucker Asset Management
Colorado
$234K – – –
RB
899
Rodgers Brothers
Pennsylvania
$233K +$3.76K +70 +2%
RIA
900
Regal Investment Advisors
Michigan
$233K +$1.34K +25 +0.6%
34 35
36
37 38