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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Carson Advisory
Georgia
$285K – – –
APG
827
Abacus Planning Group
South Carolina
$284K +$136 +1 +0%
MCM
828
Monument Capital Management
Virginia
$284K +$24.3K +179 +10%
PAMG
829
Patton Albertson Miller Group
Tennessee
$282K -$24.4K -180 -8%
CI
830
CX Institutional
Indiana
$282K -$10.3K -76 -4%
AWA
831
Arete Wealth Advisors
Illinois
$281K +$6.78K +50 +3%
WTB
832
Washington Trust Bank
Washington
$281K +$27.1K +200 +11%
GAG
833
GM Advisory Group
New York
$281K +$1.36K +10 +0.5%
CWG
834
Cornerstone Wealth Group
North Carolina
$280K – – –
FPCP
835
Fort Point Capital Partners
California
$278K +$5.56K +41 +2%
GA
836
Geller Advisors
New York
$277K +$271K +2,002 New
MIM
837
Marco Investment Management
Georgia
$277K – – –
CPC
838
Consolidated Planning Corp
Georgia
$276K -$40.7K -300 -13%
CFAM
839
Coury Firm Asset Management
Pennsylvania
$275K +$1.22K +9 +0.5%
AWAG
840
ARS Wealth Advisors Group
Florida
$274K – – –
SIS
841
Sound Income Strategies
Florida
$274K -$27.1K -200 -9%
VCA
842
Verdence Capital Advisors
Maryland
$274K -$813 -6 -0.3%
HCM
843
Hutchinson Capital Management
California
$272K +$271 +2 +0.1%
BZWA
844
Blue Zone Wealth Advisors
California
$271K – – –
MIS
845
Morningstar Investment Services
Illinois
$271K +$39.3K +290 +17%
PP
846
PDS Planning
Ohio
$269K +$264K +1,944 New
EIA
847
Edgemoor Investment Advisors
Maryland
$269K – – –
WP
848
WMS Partners
Maryland
$268K -$271 -2 -0.1%
OCBCO
849
Oversea-Chinese Banking Corp (OCBC)
Singapore
$267K -$268K -1,979 -51%
HL
850
HeadInvest LLC
Maine
$266K -$813 -6 -0.3%
32 33
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35 36