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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1701
Carolinas Wealth Consulting
North Carolina
$871K +$49.1K +191 +5%
PIA
1702
Powell Investment Advisors
Florida
$870K +$50.1K +195 +6%
BA
1703
Ballast Advisors
Minnesota
$868K +$285K +1,110 +47%
FWI
1704
Facet Wealth Inc
Maryland
$867K +$427K +1,664 +63%
WA
1705
WESPAC Advisors
California
$867K +$1.28K +5 +0.1%
BWM
1706
Buckley Wealth Management
Nevada
$866K – – –
WA
1707
WBH Advisory
Maryland
$865K -$434K -1,690 -33%
ACP
1708
Arcus Capital Partners
Georgia
$864K +$51.4K +200 +6%
EBA
1709
Eagle Bay Advisors
New York
$864K +$350K +1,361 +65%
BTW
1710
Boston Trust Walden
Massachusetts
$863K – – –
TWM
1711
TLW Wealth Management
Florida
$860K +$7.45K +29 +0.9%
MCA
1712
Magnolia Capital Advisors
Mississippi
$859K +$400K +1,559 +56%
HVIA
1713
Hudson Valley Investment Advisors
New York
$859K -$15.7K -61 -2%
IPW
1714
Invictus Private Wealth
Colorado
$858K -$8.22K -32 -0.9%
CAM
1715
Concorde Asset Management
Michigan
$858K -$56.3K -219 -6%
WWM
1716
Wolff Wiese Magana
California
$857K +$2.57K +10 +0.3%
HPM
1717
Hoxton Planning & Management
West Virginia
$857K +$37.2K +145 +4%
GBT
1718
Grove Bank & Trust
Florida
$857K +$95K +370 +12%
BWP
1719
BSW Wealth Partners
Colorado
$856K -$118K -458 -12%
CWG
1720
Crown Wealth Group
North Carolina
$854K +$23.9K +93 +3%
AFGAS
1721
Allegiance Financial Group Advisory Services
Virginia
$850K +$25.7K +100 +3%
FNBOH
1722
First National Bank of Hutchinson
Kansas
$849K +$55K +214 +7%
CFFP
1723
Center for Financial Planning
Michigan
$848K -$10.3K -40 -1%
PFPT
1724
Pinnacle Financial Partners (Tennessee)
Tennessee
$847K -$34.2K -133 -4%
WWMSC
1725
Wagner Wealth Management (South Carolina)
South Carolina
$847K +$11.3K +44 +1%
67 68
69
70 71