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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1951
Beacon Financial Advisory
Ohio
$256K -$14.7K -191 -5%
CNC
1952
Canandaigua National Corp
New York
$255K +$273K +3,550 New
MGAM
1953
McGowan Group Asset Management
Texas
$254K +$272K +3,537 New
DWM
1954
Destination Wealth Management
California
$252K +$270K +3,503 New
TIM
1955
Tevis Investment Management
Texas
$252K +$269K +3,498 New
BCM
1956
Boreal Capital Management
Florida
$251K -$193K -2,507 -42%
MA
1957
MJP Associates
Connecticut
$251K -$327K -4,250 -55%
CASB
1958
Cape Ann Savings Bank
Massachusetts
$250K -$15.4K -200 -5%
SWM
1959
SHP Wealth Management
Massachusetts
$250K +$9.85K +128 +4%
TWM
1960
Trueblood Wealth Management
Ohio
$249K -$11.2K -146 -4%
EWA
1961
Eagle Wealth Advisors
Connecticut
$249K -$189K -2,460 -42%
IP
1962
Ignite Planners
California
$249K -$27.5K -357 -9%
MCC
1963
Malaga Cove Capital
California
$248K -$74.1K -963 -22%
FWA
1964
FSM Wealth Advisors
Ohio
$248K +$43.4K +564 +20%
WIA
1965
Wealthedge Investment Advisors
New York
$247K +$264K +3,430 New
PPC
1966
Park Place Capital
Alabama
$246K +$42.6K +554 +19%
MFFIA
1967
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$245K – – –
W
1968
WealthCollab
Washington
$244K -$1.08K -14 -0.4%
RFA
1969
Register Financial Advisors
Georgia
$244K +$18.8K +244 +8%
TW
1970
Traveka Wealth
California
$243K -$15.5K -202 -6%
HBFP
1971
Henderson Brothers Financial Partners
Pennsylvania
$243K +$260K +3,380 New
MB
1972
MidFirst Bank
Oklahoma
$243K -$235K -3,049 -47%
EFG
1973
Ethos Financial Group
Pennsylvania
$243K -$18.5K -241 -7%
SFGM
1974
Stonebridge Financial Group (Missouri)
Missouri
$242K -$112K -1,451 -30%
TA
1975
TFB Advisors
Kansas
$241K -$125K -1,630 -33%
77 78
79
80 81