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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1851
Johanson Financial Advisors
California
$931K +$20.5K +358 +2%
OC
1852
Oakworth Capital
Alabama
$930K -$59.8K -1,042 -6%
WTFG
1853
Wells Trecaso Financial Group
Ohio
$930K +$49.2K +858 +5%
9WM
1854
9258 Wealth Management
Ohio
$929K +$54.6K +951 +6%
TWP
1855
Tempus Wealth Planning
California
$927K +$11.5K +200 +1%
KFC
1856
Klingenstein Fields & Co
New York
$925K +$8.67K +151 +0.9%
BCFD
1857
Boit C.F. David
$925K +$948K +16,517 New
OA
1858
Oxbow Advisors
Texas
$924K -$10K -175 -1%
S
1859
SimplyRich
California
$924K +$17.3K +301 +2%
WA
1860
Wealth Advisors
California
$919K +$10.6K +184 +1%
BFA
1861
Beaumont Financial Advisors
Massachusetts
$916K +$6.83K +119 +0.7%
PL
1862
Plancorp LLC
Missouri
$916K +$9.76K +170 +1%
IIM
1863
InTrack Investment Management
Vermont
$915K -$42.9K -748 -4%
EI
1864
Ellevest Inc
New York
$915K +$161K +2,814 +21%
SWM
1865
Selective Wealth Management
Virginia
$914K +$70.4K +1,226 +8%
VFA
1866
Voya Financial Advisors
Connecticut
$911K -$10.4M -180,351 -92%
WAOI
1867
Wealth Advisors of Iowa
Iowa
$911K +$209K +3,650 +29%
MPCG
1868
Matrix Private Capital Group
New York
$908K -$64K -1,115 -6%
YIA
1869
YHB Investment Advisors
Connecticut
$907K -$69.3K -1,208 -7%
HT
1870
Heritage Trust
Oklahoma
$906K +$37.6K +656 +4%
CSPAM
1871
Cary Street Partners Asset Management
Virginia
$905K -$1.96M -34,104 -68%
EVC
1872
Eidelman Virant Capital
Missouri
$905K -$35K -610 -4%
AW
1873
Alaethes Wealth
Nevada
$903K +$23.1K +402 +3%
5L
1874
55I LLC
Massachusetts
$902K +$475K +8,270 +106%
CPWA
1875
Cerro Pacific Wealth Advisors
California
$902K +$924K +16,093 New
73 74
75
76 77