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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2951
Cassia Capital Partners
North Carolina
$297K -$1.96M -9,120 -87%
WA
2952
WESPAC Advisors
California
$296K -$94.9K -442 -24%
AWAP
2953
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K +$8.37K +39 +3%
EIG
2954
Ellenbecker Investment Group
Wisconsin
$296K +$293K +1,366 New
DP
2955
Divergent Planning
Maryland
$295K – – –
MWM
2956
McNaughton Wealth Management
California
$295K +$7.08K +33 +2%
TCWA
2957
Ten Capital Wealth Advisors
Washington
$294K +$59K +275 +25%
CWMGP
2958
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$294K +$291K +1,354 New
WWMSC
2959
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$5.58K -26 -2%
V
2960
VeraBank
Texas
$292K +$28.1K +131 +11%
CGFA
2961
Colton Groome Financial Advisors
North Carolina
$291K +$4.29K +20 +2%
BFG
2962
Barber Financial Group
Kansas
$290K -$11.4K -53 -4%
FEM
2963
Fulcrum Equity Management
Texas
$290K -$10.5K -49 -4%
PCA
2964
Peddock Capital Advisors
Massachusetts
$290K – – –
VWM
2965
Valley Wealth Managers
New Jersey
$290K +$41.2K +192 +17%
MSA
2966
McAlister Sweet & Associates
Texas
$290K +$288K +1,340 New
BWM
2967
Blossom Wealth Management
California
$289K +$37.6K +175 +15%
PGA
2968
Portland Global Advisors
Maine
$288K – – –
NF
2969
NTB Financial
Colorado
$288K +$285K +1,329 New
CFA
2970
Compass Financial Advisors
Indiana
$287K +$284K +1,325 New
FM
2971
Foster & Motley
Ohio
$284K +$14.2K +66 +5%
GCM
2972
G2 Capital Management
Ohio
$283K +$280K +1,304 New
G
2973
GenTrust
Florida
$282K -$79.6K -371 -23%
CAGAS
2974
Capital Advisory Group Advisory Services
Minnesota
$282K +$6.87K +32 +3%
GSAM
2975
Grant Street Asset Management
Pennsylvania
$282K +$7.3K +34 +3%
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