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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1926
Montis Financial
Massachusetts
$811K +$2.93K +58 +0.4%
FA
1927
Fermata Advisors
California
$810K +$309K +6,116 +62%
RFA
1928
Resurgent Financial Advisors
Georgia
$808K +$86.1K +1,703 +12%
MA
1929
MBA Advisors
Pennsylvania
$807K -$3.9K -77 -0.5%
MAM
1930
Mystic Asset Management
Rhode Island
$805K +$44.2K +873 +6%
BAM
1931
Brave Asset Management
New Jersey
$803K -$1.57K -31 -0.2%
NW
1932
Naviter Wealth
Arkansas
$803K +$800K +15,816 New
DA
1933
Denali Advisors
California
$802K +$10.1K +200 +1%
NAG
1934
Northstar Advisory Group
New Jersey
$797K +$47.8K +945 +6%
CCA
1935
Childress Capital Advisors
Texas
$796K -$87.9K -1,738 -10%
WC
1936
Westhampton Capital
North Carolina
$796K +$5.06K +100 +0.6%
MMM
1937
Mendel Money Management
Illinois
$794K -$156K -3,085 -16%
CNC
1938
Citizens & Northern Corp
Pennsylvania
$791K – – –
SSCA
1939
South Shore Capital Advisors
Massachusetts
$789K +$54.7K +1,081 +7%
EA
1940
Eudaimonia Advisors
Tennessee
$788K -$28.9K -572 -4%
PH
1941
Pinnacle Holdings
Oklahoma
$786K +$32.4K +641 +4%
SSG
1942
Summit Securities Group
New York
$785K +$11.9K +235 +2%
FFWM
1943
Future Financial Wealth Management
Ohio
$781K – – –
EI
1944
Ellevest Inc
New York
$779K -$285K -5,639 -27%
IAG
1945
Investment Advisory Group
Massachusetts
$779K -$6.47K -128 -0.8%
PWM
1946
PBMares Wealth Management
Virginia
$778K +$48.7K +963 +7%
BTI
1947
Blue Trust Inc
Georgia
$778K +$773K +15,286 New
WAL
1948
W Advisors LLC
Tennessee
$777K +$4.05K +80 +0.5%
CBFP
1949
Cedar Brook Financial Partners
Ohio
$776K -$17K -336 -2%
CL
1950
COWA LLC
Oklahoma
$776K +$34.2K +676 +5%
76 77
78
79 80