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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2151
Parcion Private Wealth
Washington
$313K -$13.9K -51 -4%
TCM
2152
TD Capital Management
Tennessee
$313K – – –
AMBIA
2153
Allen Mooney & Barnes Investment Advisors
Georgia
$312K -$52.4K -192 -12%
PP
2154
PrairieView Partners
Minnesota
$312K – – –
APG
2155
Abacus Planning Group
South Carolina
$312K +$76.2K +279 +25%
IIM
2156
InTrack Investment Management
Vermont
$312K +$379K +1,389 New
PWM
2157
Provident Wealth Management
Tennessee
$311K -$70.4K -258 -16%
RCG
2158
Resource Consulting Group
Florida
$311K -$13.9K -51 -4%
MWA
2159
Meridian Wealth Advisors
Texas
$310K +$29.5K +108 +8%
FF
2160
FourThought Financial
Florida
$310K +$129K +474 +52%
OA
2161
Oxbow Advisors
Texas
$310K +$377K +1,380 New
RWA
2162
River Wealth Advisors
Pennsylvania
$308K +$110K +402 +41%
SWA
2163
Sax Wealth Advisors
New Jersey
$307K – – –
PIM
2164
Penobscot Investment Management
Massachusetts
$307K +$4.09K +15 +1%
LDFR
2165
Lehman & Derafelo Financial Resources
Pennsylvania
$307K +$50.8K +186 +16%
SF
2166
Safeguard Financial
Wisconsin
$307K +$374K +1,371 New
FUBT
2167
First United Bank & Trust
Maryland
$306K – – –
BHB
2168
Bank Hapoalim BM
Israel
$306K +$113K +414 +44%
DJSG
2169
D.J. St. Germain
Massachusetts
$305K +$81.9K +300 +28%
GCA
2170
Genesee Capital Advisors
New York
$304K -$10.6K -39 -3%
AWM
2171
Avondale Wealth Management
Texas
$303K -$4.09K -15 -1%
RWM
2172
RKL Wealth Management
Pennsylvania
$302K -$68.8K -252 -16%
BAWC
2173
Boyce & Associates Wealth Consulting
Texas
$302K – – –
LWM
2174
Ledge Wealth Management
Minnesota
$302K +$16.4K +60 +5%
WCAMG
2175
Woodard & Company Asset Management Group
North Carolina
$302K +$140K +513 +62%
85 86
87
88 89