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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2301
HHM Wealth Advisors
Tennessee
$334K +$78.5K +234 +33%
SFP
2302
Sterling Financial Planning
New Jersey
$333K +$9.06K +27 +3%
OCM
2303
Objective Capital Management
Ohio
$333K +$317K +945 New
KOMWMG
2304
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$316K +942 New
SW
2305
SlateStone Wealth
Florida
$331K -$2.01K -6 -0.6%
DIA
2306
Dana Investment Advisors
Wisconsin
$331K – – –
TVAMP
2307
Tennessee Valley Asset Management Partners
Tennessee
$331K +$4.03K +12 +1%
SPC
2308
Stewart & Patten Company
California
$330K – – –
LAM
2309
LifePro Asset Management
California
$330K +$12.1K +36 +4%
CFAM
2310
Coury Firm Asset Management
Pennsylvania
$330K +$314K +936 New
AWAP
2311
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$329K -$35.2K -105 -10%
TFCP
2312
Twin Focus Capital Partners
Massachusetts
$329K -$10.1K -30 -3%
JWM
2313
JGP Wealth Management
Oregon
$328K -$67.4K -201 -18%
JHCP
2314
Jackson Hole Capital Partners
Oklahoma
$328K – – –
MWM
2315
Marietta Wealth Management
Georgia
$328K – – –
MHC
2316
Meyer Handelman Company
New York
$328K +$312K +930 New
WTA
2317
Washington Trust Advisors
Massachusetts
$327K +$311K +927 New
PFA
2318
Pettinga Financial Advisors
Indiana
$326K +$31.2K +93 +11%
FA
2319
Financial Advisors
Massachusetts
$325K – – –
FCG
2320
Financial Connections Group
California
$325K +$310K +924 New
IA
2321
Inspire Advisors
Idaho
$324K -$3.02K -9 -1%
JF
2322
JSF Financial
California
$322K -$45.3K -135 -13%
TTWM
2323
TCV Trust & Wealth Management
Virginia
$322K +$30.2K +90 +11%
TWM
2324
Trevian Wealth Management
Massachusetts
$322K +$308K +918 New
TCM
2325
Tufton Capital Management
Maryland
$319K – – –
91 92
93
94 95