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Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1876
Pittenger & Anderson Inc
Nebraska
$246K +$3.77K +15 +1%
CHA
1877
Carmichael Hill & Associates
Maryland
$246K +$9.04K +36 +3%
DAC
1878
Dividend Assets Capital
South Carolina
$246K +$75.3K +300 +37%
VCP
1879
Vista Capital Partners
Oregon
$246K +$277K +1,104 New
NEIRG
1880
New England Investment & Retirement Group
Massachusetts
$245K -$21.8K -87 -7%
FFG
1881
Ford Financial Group
California
$245K +$42.9K +171 +18%
CMO
1882
Covenant Multifamily Offices
Texas
$245K +$276K +1,101 New
UBG
1883
United Bank (Georgia)
Georgia
$244K +$275K +1,095 New
GWM
1884
GSB Wealth Management
Connecticut
$244K +$276K +1,098 New
PPW
1885
Parcion Private Wealth
Washington
$243K -$753 -3 -0.3%
GFS
1886
GYL Financial Synergies
Connecticut
$242K +$23.3K +93 +9%
RPCA
1887
Running Point Capital Advisors
California
$241K +$753 +3 +0.3%
FCM
1888
Fortis Capital Management
Washington
$241K +$42.2K +168 +18%
KA
1889
Klingman & Associates
New York
$240K +$33.1K +132 +14%
HIM
1890
Hillsdale Investment Management
Ontario, Canada
$239K -$45.2K -180 -14%
AWM
1891
Aevitas Wealth Management
Massachusetts
$239K – – –
PSP
1892
Principal Street Partners
Tennessee
$239K +$270K +1,074 New
CWA
1893
Clarus Wealth Advisors
Arizona
$237K -$139K -555 -35%
KOMWMG
1894
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$237K – – –
LWM
1895
Loveless Wealth Management
Montana
$237K +$3.77K +15 +1%
BC
1896
Bridgefront Capital
Texas
$237K +$267K +1,065 New
TPW
1897
Tiller Private Wealth
Pennsylvania
$237K +$267K +1,065 New
AWG
1898
Altus Wealth Group
Colorado
$236K -$13.6K -54 -5%
MLFP
1899
MPS Loria Financial Planners
Illinois
$235K +$3.01K +12 +1%
ATFA
1900
All Terrain Financial Advisors
Minnesota
$235K +$265K +1,056 New
74 75
76
77 78