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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2226
Dougherty Wealth Advisers
Minnesota
$389K – – –
BCM
2227
Birch Capital Management
Texas
$387K +$4.9K +26 +1%
CBN
2228
Cadence Bank NA
Texas
$386K – – –
DTC
2229
Davidson Trust Company
Washington
$386K – – –
CBA
2230
Coastal Bridge Advisors
Connecticut
$386K +$248K +1,316 +122%
SFWA
2231
Summit Financial Wealth Advisors
Louisiana
$385K – – –
BCA
2232
Biltmore Capital Advisors
New Jersey
$385K +$2.83K +15 +0.6%
APW
2233
Austin Private Wealth
Texas
$385K +$66.7K +354 +17%
CW
2234
CreativeOne Wealth
Kansas
$383K -$236K -1,254 -35%
AIP
2235
Ahrens Investment Partners
Louisiana
$383K -$39.2K -208 -8%
TA
2236
Trellis Advisors
Washington
$382K +$90.2K +479 +25%
HI
2237
Hudock Inc
Pennsylvania
$381K +$212K +1,128 +91%
GC
2238
Garde Capital
Washington
$380K -$28.3K -150 -6%
FFG
2239
Frisch Financial Group
New York
$380K +$88.2K +468 +25%
LC
2240
Lavaca Capital
Texas
$376K -$147K -782 -25%
BWM
2241
Baystate Wealth Management
Massachusetts
$375K +$111K +588 +34%
TI
2242
tru Independence
Oregon
$374K – – –
BFG
2243
Barber Financial Group
Kansas
$374K +$167K +889 +62%
HFP
2244
Holistic Financial Partners
Indiana
$372K -$23.2K -123 -5%
BWM
2245
Biltmore Wealth Management
Arizona
$372K – – –
BFC
2246
Bedel Financial Consulting
Indiana
$372K +$13.9K +74 +3%
WMA
2247
Wealth Management Associates
New Jersey
$372K -$1.13K -6 -0.3%
ATC
2248
Adirondack Trust Company
New York
$371K +$23.2K +123 +6%
TPW
2249
Tiller Private Wealth
Pennsylvania
$370K -$201K -1,067 -32%
1IA
2250
1834 Investment Advisors
Wisconsin
$369K – – –
88 89
90
91 92