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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1726
Gray Wealth Management
Maine
$796K +$15K +360 +2%
EWS
1727
Eagle Wealth Strategies
New Jersey
$794K -$10.7K -256 -1%
CB
1728
CNB Bank
Pennsylvania
$793K -$182K -4,366 -20%
CCG
1729
Catalina Capital Group
California
$792K -$16K -383 -2%
BW
1730
Bison Wealth
Georgia
$791K -$990K -23,725 -57%
GFP
1731
Gryphon Financial Partners
Ohio
$790K -$10.1K -243 -1%
JJBC
1732
James J. Burns & Company
New York
$787K +$1.92K +46 +0.3%
SIC
1733
Samalin Investment Counsel
New York
$787K -$11.9K -286 -2%
CWA
1734
Centennial Wealth Advisory
Michigan
$787K +$56.5K +1,353 +8%
BWL
1735
Bogart Wealth LLC
Virginia
$786K -$12.6K -302 -2%
WFC
1736
Western Financial Corp
California
$786K +$10.4K +250 +1%
JWA
1737
JFS Wealth Advisors
Pennsylvania
$784K +$61.1K +1,465 +9%
OWP
1738
Obermeyer Wealth Partners
Colorado
$780K -$91K -2,181 -11%
MIM
1739
MTM Investment Management
South Carolina
$773K -$37.1K -888 -5%
WEG
1740
World Equity Group
Illinois
$772K -$60K -1,437 -8%
LD
1741
Lipe & Dalton
New York
$767K – – –
BWP
1742
BSW Wealth Partners
Colorado
$766K +$3.88K +93 +0.5%
PWP
1743
Precedent Wealth Partners
Texas
$766K +$141K +3,389 +25%
SC
1744
Sapient Capital
Indiana
$764K -$28.7K -687 -4%
KLCM
1745
KG&L Capital Management
Louisiana
$763K -$24.5K -588 -3%
CFP
1746
Catalyst Financial Partners
Massachusetts
$761K -$5.43K -130 -0.8%
RIA
1747
Richwood Investment Advisors
Ohio
$759K -$11.6K -277 -2%
RSA
1748
River Street Advisors
Illinois
$758K +$40.1K +962 +6%
FA
1749
Financial Advisors
Massachusetts
$757K -$13.8K -331 -2%
FFA
1750
First Foundation Advisors
California
$754K +$215K +5,140 +44%
68 69
70
71 72