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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1726
Canopy Partners
Ohio
$663K +$163K +832 +28%
MCA
1727
Magnolia Capital Advisors
Mississippi
$661K -$79.3K -406 -8%
ST
1728
Somerset Trust
Pennsylvania
$661K -$1.17K -6 -0.2%
WA
1729
Wambolt & Associates
Colorado
$661K -$379K -1,942 -34%
ACM
1730
Advance Capital Management
Michigan
$659K -$19.5K -100 -3%
LSA
1731
Lion Street Advisors
Texas
$658K – – –
PIA
1732
Panoramic Investment Advisors
Colorado
$658K +$475K +2,429 +185%
AGAM
1733
Audent Global Asset Management
California
$657K -$61.3K -314 -8%
KA
1734
Klingman & Associates
New York
$657K -$50.4K -258 -6%
AWE
1735
Avidian Wealth Enterprises
Texas
$657K -$341K -1,745 -32%
WFA
1736
Wellspring Financial Advisors
Ohio
$654K +$83.8K +429 +13%
PHWM
1737
Pine Harbor Wealth Management
Maryland
$652K – – –
AIA
1738
Arbor Investment Advisors
North Carolina
$652K -$46.9K -240 -6%
B
1739
BetterWealth
California
$649K – – –
SFP
1740
Shepherd Financial Partners
Massachusetts
$649K +$29.3K +150 +4%
FAG
1741
Financial Advisory Group
Texas
$647K -$4.3K -22 -0.6%
FWM
1742
Finer Wealth Management
Massachusetts
$646K +$4.69K +24 +0.7%
BRG
1743
Bay Rivers Group
Virginia
$644K -$77.4K -396 -10%
FFB
1744
First Financial Bankshares
Texas
$644K +$101K +515 +16%
WSCM
1745
Wellington Shields Capital Management
New York
$643K -$26.4K -135 -4%
PWA
1746
PCG Wealth Advisors
Kansas
$641K -$30.3K -155 -4%
CBA
1747
Coastal Bridge Advisors
Connecticut
$641K – – –
NL
1748
NDWM LLC
California
$641K – – –
AF
1749
Affiance Financial
Minnesota
$639K -$608K -3,112 -46%
SMFG
1750
Sumitomo Mitsui Financial Group
Japan
$638K +$709K +3,630 New
68 69
70
71 72