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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1776
Chesapeake Wealth Management
Virginia
$715K -$43.9K -1,041 -6%
CWA
1777
Crux Wealth Advisors
California
$715K +$754K +17,868 New
LBC
1778
Lowe Brockenbrough & Co
Virginia
$715K -$41.6K -986 -5%
AWAP
1779
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$710K -$886 -21 -0.1%
WFC
1780
Western Financial Corp
California
$710K +$10.7K +253 +1%
IA
1781
Insight Advisors
Pennsylvania
$704K -$21.2K -503 -3%
JJBC
1782
James J. Burns & Company
New York
$702K +$2.02K +48 +0.3%
RW
1783
Rede Wealth
Virginia
$700K -$12K -285 -2%
DA
1784
Dover Advisors
Virginia
$700K -$41.8K -990 -5%
KFA
1785
Kelleher Financial Advisors
New York
$694K -$16.7K -395 -2%
SIM
1786
Sentry Investment Management
Wisconsin
$694K -$119K -2,824 -14%
RIA
1787
Realta Investment Advisors
Delaware
$692K -$121K -2,875 -14%
FFWA
1788
FRG Family Wealth Advisors
Washington
$690K -$20.7K -490 -3%
MFF
1789
Michels Family Financial
Texas
$690K +$727K +17,245 New
SC
1790
Steph & Co
Wisconsin
$689K +$29.4K +696 +4%
MIM
1791
MTM Investment Management
South Carolina
$689K -$11.8K -280 -2%
NG
1792
Novem Group
New York
$689K +$727K +17,227 New
CFP
1793
Catalyst Financial Partners
Massachusetts
$687K +$9.79K +232 +1%
HPBT
1794
Hickory Point Bank & Trust
Illinois
$687K +$724K +17,172 New
SMFG
1795
Sumitomo Mitsui Financial Group
Japan
$685K -$53K -1,256 -7%
LI
1796
LVZ Inc
Michigan
$685K +$322K +7,622 +80%
ATIA
1797
American Trust Investment Advisors
New Hampshire
$683K +$170K +4,035 +31%
AGP
1798
Aspire Growth Partners
Florida
$683K +$720K +17,074 New
WA1
1799
Wimmer Associates 1
California
$682K -$57.2K -1,355 -7%
CGL
1800
Clarius Group LLC
Washington
$681K +$32.5K +770 +5%
70 71
72
73 74