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Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1876
NFP Retirement Inc
California
$296K -$3.38K -41 -1%
ACI
1877
Alpha Cubed Investments
California
$295K +$412 +5 +0.2%
WBCM
1878
Wilson & Boucher Capital Management
California
$294K – – –
BFA
1879
Beacon Financial Advisory
Ohio
$294K +$17.1K +208 +7%
SNB
1880
Security National Bank
Nebraska
$293K +$3.7K +45 +1%
CPRC
1881
Consolidated Portfolio Review Corp
New York
$293K +$16.7K +203 +7%
MW
1882
Maia Wealth
Colorado
$292K -$6.42K -78 -2%
NCM
1883
Novare Capital Management
North Carolina
$289K +$255K +3,100 New
CASB
1884
Cape Ann Savings Bank
Massachusetts
$289K -$19.3K -235 -7%
IFPG
1885
Intrepid Financial Planning Group
Indiana
$289K – – –
AFM
1886
Aspetuck Financial Management
Connecticut
$288K – – –
FWI
1887
Facet Wealth Inc
Maryland
$287K +$270K +3,274 New
PCIG
1888
Partners Capital Investment Group
Massachusetts
$286K – – –
RWA
1889
Redhawk Wealth Advisors
Minnesota
$286K +$252K +3,061 New
LCWP
1890
Legacy Capital Wealth Partners
Arkansas
$285K -$988 -12 -0.4%
SVWAG
1891
Sound View Wealth Advisors Group
Georgia
$285K +$10.6K +129 +4%
WCG
1892
Weaver Consulting Group
California
$284K +$576 +7 +0.2%
FMP
1893
Financial Management Professionals
Texas
$283K +$70.1K +852 +39%
WWM
1894
Wolff Wiese Magana
California
$283K +$6.26K +76 +3%
SHFP
1895
Second Half Financial Partners
Florida
$283K -$60K -729 -19%
OFW
1896
Omnia Family Wealth
Florida
$282K +$4.36K +53 +2%
FMN
1897
Financial Management Network
California
$282K +$248K +3,010 New
PPW
1898
Pasadena Private Wealth
California
$282K – – –
CGA
1899
Crescent Grove Advisors
Illinois
$281K +$248K +3,015 New
SIC
1900
Samalin Investment Counsel
New York
$281K -$2.31K -28 -0.9%
74 75
76
77 78