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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2201
Howland Capital Management
Massachusetts
$549K -$16.4K -72 -3%
FWM
2202
FMB Wealth Management
California
$549K +$25.3K +111 +6%
PFS
2203
Physicians Financial Services
North Carolina
$548K – – –
SFC
2204
SYM Financial Corp
Indiana
$548K +$88.5K +388 +23%
LL
2205
LPWM LLC
Minnesota
$547K – – –
TWP
2206
Total Wealth Planning
Ohio
$547K – – –
WTA
2207
Washington Trust Advisors
Massachusetts
$547K -$107K -470 -18%
GGS
2208
Galvin Gaustad & Stein
Arizona
$545K +$72.7K +319 +18%
LCGC
2209
Legacy Capital Group California
California
$544K +$3.42K +15 +0.7%
LGG
2210
Luts & Greenleigh Group
Maryland
$543K +$50.4K +221 +12%
LWA
2211
Ledgewood Wealth Advisors
New Hampshire
$543K +$103K +450 +28%
MCA
2212
MSH Capital Advisors
Arizona
$541K -$10K -44 -2%
SDAM
2213
Shulman DeMeo Asset Management
New York
$541K – – –
WFAG
2214
Wescott Financial Advisory Group
Pennsylvania
$541K +$14.8K +65 +3%
KFA
2215
Kapstone Financial Advisors
Ohio
$540K – – –
OAS
2216
Optivise Advisory Services
Tennessee
$540K +$45.6K +200 +11%
ABTD
2217
Arvest Bank Trust Division
Oklahoma
$539K +$470K +2,062 New
KWMG
2218
King Wealth Management Group
Florida
$537K – – –
MWA
2219
Muirfield Wealth Advisors
North Carolina
$535K +$22.3K +98 +5%
CMTU
2220
Capital Markets Trading (UK)
United Kingdom
$535K +$80.3K +352 +21%
SIA
2221
SeaBridge Investment Advisors
New Jersey
$533K – – –
CAL
2222
Capital Advisors Ltd
Ohio
$533K +$2.74K +12 +0.6%
BFWM
2223
Bright Futures Wealth Management
New York
$531K -$66.1K -290 -12%
PIA
2224
Panoramic Investment Advisors
Colorado
$528K +$460K +2,017 New
FPIS
2225
Financial Planning & Information Services
Wisconsin
$527K -$2.28K -10 -0.5%
87 88
89
90 91