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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2101
Regent Peak Wealth Advisors
Georgia
$658K -$54.7K -970 -8%
SIM
2102
SSI Investment Management
California
$657K -$282 -5 -0%
OWA
2103
Outlook Wealth Advisors
Texas
$657K +$156K +2,756 +32%
APG
2104
Abacus Planning Group
South Carolina
$653K -$53.8K -953 -8%
SWA
2105
SOA Wealth Advisors
New York
$651K +$14.5K +257 +2%
FFC
2106
First Financial Corp
Indiana
$650K -$21.3K -377 -3%
AWAP
2107
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$649K +$76K +1,347 +14%
BP
2108
BBR Partners
New York
$648K +$127K +2,257 +25%
SCI
2109
S&CO Inc
Massachusetts
$648K +$254K +4,500 +68%
BAM
2110
Boyar Asset Management
New York
$647K -$5.76K -102 -0.9%
SRC
2111
Shufro Rose & Co
New York
$645K -$14.2K -252 -2%
EWM
2112
EPG Wealth Management
Georgia
$643K +$81K +1,435 +15%
DJYG
2113
David J. Yvars Group
Florida
$640K -$32.2K -571 -5%
WDG
2114
Wealth Dimensions Group
Ohio
$640K +$3.1K +55 +0.5%
WA
2115
Wealth Architects
California
$639K +$3.56K +63 +0.6%
FWP
2116
Firethorn Wealth Partners
Georgia
$638K +$87.4K +1,548 +16%
RAM
2117
Roanoke Asset Management
New Jersey
$637K +$81.5K +1,445 +15%
ASBI
2118
American State Bank (Iowa)
Iowa
$636K +$14.7K +260 +2%
OPCM
2119
Osborne Partners Capital Management
California
$636K -$844K -14,962 -58%
OCM
2120
One Capital Management
California
$636K +$28.6K +506 +5%
BCA
2121
Berman Capital Advisors
Georgia
$634K -$7.79K -138 -1%
MFG
2122
Menard Financial Group
Texas
$633K +$20.5K +364 +3%
OBGC
2123
O'Brien Greene & Co
Pennsylvania
$630K – – –
SIC
2124
Shoker Investment Counsel
Ohio
$630K +$7.96K +141 +1%
RB
2125
Renasant Bank
Mississippi
$629K -$499K -8,839 -45%
83 84
85
86 87