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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1551
Powell Investment Advisors
Florida
$839K +$194K +991 +26%
GAA
1552
Green Alpha Advisors
Colorado
$837K +$1.95K +10 +0.2%
CWA
1553
Cornerstone Wealth Advisors
Minnesota
$835K – – –
EWM
1554
Executive Wealth Management
Michigan
$834K +$44.5K +228 +5%
BCP
1555
Berkeley Capital Partners
Georgia
$831K -$78.3K -401 -8%
MF
1556
Manchester Financial
California
$830K +$33K +169 +4%
HA
1557
Harfst & Associates
Wyoming
$828K -$37.1K -190 -4%
SC
1558
Syon Capital
California
$827K +$94K +481 +11%
TW
1559
Transform Wealth
Colorado
$825K +$1.76K +9 +0.2%
WWP
1560
WR Wealth Planners
Missouri
$824K +$60K +307 +7%
OWM
1561
OneAscent Wealth Management
Alabama
$822K +$51.8K +265 +6%
TIA
1562
Tiemann Investment Advisors
California
$821K -$121K -620 -12%
4WM
1563
4J Wealth Management
Virginia
$820K -$29.3K -150 -3%
PIM
1564
Penobscot Investment Management
Massachusetts
$820K -$144K -735 -14%
FA
1565
FDx Advisors
Illinois
$819K -$1.56M -7,990 -63%
PPW
1566
Pasadena Private Wealth
California
$819K +$395K +2,023 +77%
SWMG
1567
Signature Wealth Management Group
Georgia
$816K -$273K -1,396 -20%
AWP
1568
Ascent Wealth Partners
New York
$815K -$986K -5,048 -52%
PFG
1569
Prosperity Financial Group
California
$814K +$142K +726 +19%
BWM
1570
Biltmore Wealth Management
Arizona
$812K – – –
SC
1571
Sierra Capital
Florida
$811K +$612K +3,133 +212%
SIC
1572
Sterling Investment Counsel
New York
$810K +$417K +2,132 +86%
GT
1573
Glenview Trust
Kentucky
$809K -$215K -1,102 -19%
PMG
1574
ProVise Management Group
Florida
$809K +$5.08K +26 +0.6%
RWP
1575
Revolve Wealth Partners
New Jersey
$807K -$83.2K -426 -8%
61 62
63
64 65