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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2151
Sandy Cove Advisors
Massachusetts
$218K +$7.58K +81 +4%
OAM
2152
Oak Asset Management
California
$218K – – –
SAA
2153
Southeast Asset Advisors
Georgia
$217K +$207K +2,214 New
AB
2154
Atlas Brown
Kentucky
$217K +$1.68K +18 +0.8%
RWM
2155
Revisor Wealth Management
Ohio
$217K +$211K +2,257 New
BAWM
2156
Bennett Associates Wealth Management
Pennsylvania
$216K +$207K +2,209 New
SL
2157
Summitry LLC
California
$216K +$206K +2,206 New
WE
2158
Wealth Effects
Massachusetts
$216K – – –
BFG
2159
Berger Financial Group
Minnesota
$216K +$206K +2,202 New
WLPWM
2160
Walled Lake Planning & Wealth Management
Illinois
$216K -$18.7K -200 -8%
CT
2161
Caldwell Trust
Florida
$215K +$205K +2,195 New
RT
2162
Rockland Trust
Massachusetts
$215K -$23.9K -256 -10%
BM
2163
Berman McAleer
Maryland
$215K +$205K +2,193 New
TWP
2164
Tower Wealth Partners
Pennsylvania
$215K +$205K +2,193 New
PCH
2165
PGIM Custom Harvest
New Jersey
$214K +$204K +2,184 New
AGP
2166
Autumn Glory Partners
Texas
$214K – – –
KA
2167
KLCM Advisors
Wisconsin
$213K +$204K +2,179 New
CRI
2168
Colonial River Investments
Virginia
$213K +$203K +2,174 New
BWP
2169
Balboa Wealth Partners
Arizona
$213K +$561 +6 +0.3%
A
2170
Argentarii
Ohio
$213K -$3.74K -40 -2%
NFC
2171
Northstar Financial Companies
Pennsylvania
$212K +$202K +2,163 New
WIM
2172
Warwick Investment Management
Texas
$212K +$202K +2,159 New
MWM
2173
Marion Wealth Management
Pennsylvania
$211K +$202K +2,156 New
SL
2174
Salomon & Ludwin
Virginia
$211K +$84.9K +908 +71%
GKIM
2175
GW&K Investment Management
Massachusetts
$211K +$3.83K +41 +2%
85 86
87
88 89