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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2651
Paces Ferry Wealth Advisors
Georgia
$262K +$1.16K +23 +0.4%
SPWG
2652
Sage Private Wealth Group
Illinois
$260K +$42.8K +847 +20%
SWP
2653
Summit Wealth Partners
Florida
$260K -$42.3K -837 -14%
FBC
2654
Fairfield, Bush & Co
Connecticut
$259K -$42.7K -844 -14%
WLIM
2655
White Lighthouse Investment Management
Massachusetts
$259K -$405 -8 -0.2%
HP
2656
HT Partners
Connecticut
$259K – – –
SFP
2657
Sterling Financial Planning
New Jersey
$258K -$27.6K -546 -10%
AFC
2658
AFT Forsyth & Company
Florida
$258K +$51 +1 +0%
TC
2659
TAGStone Capital
North Carolina
$258K +$3.54K +70 +1%
HI
2660
Hoey Investments
Pennsylvania
$258K +$48.2K +952 +23%
IA
2661
Inspire Advisors
Idaho
$257K +$256K +5,060 New
SMF
2662
Sterling Manor Financial
New York
$255K +$2.28K +45 +0.9%
SA
2663
Syntax Advisors
New York
$255K +$21.5K +425 +9%
VCG
2664
Vantage Consulting Group
Virginia
$255K +$21.5K +425 +9%
CSIA
2665
Charles Schwab Investment Advisory
California
$255K +$49.4K +977 +24%
ADBIC
2666
A.D. Beadell Investment Counsel
Wisconsin
$254K -$77.9K -1,540 -23%
TPM
2667
Triasima Portfolio Management
Quebec, Canada
$254K – – –
ACM
2668
Ashford Capital Management
Delaware
$254K +$253K +5,000 New
HKIMG
2669
Hutchens & Kramer Investment Management Group
Indiana
$253K +$152 +3 +0.1%
AHB
2670
Abner Herrman & Brock
New Jersey
$253K +$45.5K +900 +22%
JF
2671
Joule Financial
Kentucky
$253K +$253K +4,995 New
ONSWM
2672
Old North State Wealth Management
North Carolina
$252K +$25.1K +497 +11%
ABLA
2673
Alan B. Lancz & Associates
Ohio
$252K -$24.8K -490 -8%
MWM
2674
MBE Wealth Management
Wisconsin
$252K +$252K +4,973 New
MW
2675
MBL Wealth
North Carolina
$251K -$56.9K -1,124 -19%
105 106
107
108 109