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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2551
Heirloom Wealth Management
Colorado
$12.7M +$129K +479 +1%
MSFP
2552
Mark Sheptoff Financial Planning
Connecticut
$12.7M +$268 +1 +0%
CCIA
2553
Cherry Creek Investment Advisors
Colorado
$12.7M -$117K -435 -0.9%
WW
2554
Waterfront Wealth
Kansas
$12.7M -$130K -485 -1%
KBFS
2555
Kohmann Bosshard Financial Services
Ohio
$12.7M -$181K -673 -1%
CIP
2556
Capital Insight Partners
Arizona
$12.6M -$3.01M -11,225 -19%
WDC
2557
Woodward Diversified Capital
California
$12.6M -$950K -3,539 -7%
ACM
2558
Aquatic Capital Management
Illinois
$12.6M +$12.5M +46,412 New
SWIM
2559
Smallwood Wealth Investment Management
New Jersey
$12.6M -$158K -587 -1%
UBG
2560
United Bank (Georgia)
Georgia
$12.6M -$223K -831 -2%
WAAG
2561
Wealth Alliance Advisory Group
Kansas
$12.6M -$584K -2,176 -4%
EFSCE
2562
Enterprise Financial Services Corp (EFSC)
Missouri
$12.6M +$169K +629 +1%
AEPWM
2563
Atlantic Edge Private Wealth Management
Florida
$12.6M -$126K -468 -1%
FPCP
2564
Fort Point Capital Partners
California
$12.6M -$37.3K -139 -0.3%
DI
2565
DAGCO Inc
Ohio
$12.6M -$272K -1,015 -2%
AFG
2566
ABLE Financial Group
Arizona
$12.5M +$122K +456 +1%
TFM
2567
TFC Financial Management
Massachusetts
$12.5M -$1.5M -5,606 -11%
KF
2568
KKM Financial
Illinois
$12.5M +$52.9K +197 +0.4%
OPTFSNA
2569
Old Point Trust & Financial Services N A
Virginia
$12.5M -$134K -501 -1%
SIA
2570
SGL Investment Advisors
Montana
$12.5M +$231K +860 +2%
SCA
2571
Stokes Capital Advisors
South Carolina
$12.5M +$299K +1,115 +2%
CWM
2572
Chesapeake Wealth Management
Virginia
$12.5M -$263K -979 -2%
PAM
2573
Peninsula Asset Management
Florida
$12.5M -$372K -1,385 -3%
FCT
2574
First Community Trust
Iowa
$12.5M -$2.92M -10,891 -19%
TC
2575
Truvestments Capital
Florida
$12.5M +$438K +1,633 +4%
101 102
103
104 105