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Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
3026
Comprehensive Financial Consultants Institutional
Indiana
$4.72M +$180K +982 +4%
WW
3027
Westshore Wealth
California
$4.71M -$369K -2,014 -7%
CWM
3028
Collaborative Wealth Management
Florida
$4.7M -$65.7K -358 -1%
CWM
3029
Cahaba Wealth Management
Georgia
$4.7M -$55.2K -301 -1%
MS
3030
Marshall & Sullivan
Washington
$4.7M -$37.2K -203 -0.7%
MWM
3031
Moran Wealth Management
Florida
$4.7M -$12.6M -68,899 -72%
BC
3032
Barrett & Company
Rhode Island
$4.69M +$79.6K +434 +2%
AAM
3033
Austin Asset Management
Texas
$4.68M +$14.3K +78 +0.3%
FP
3034
Factorial Partners
New York
$4.68M – – –
CCM
3035
Connective Capital Management
California
$4.68M – – –
TBNY
3036
Trustco Bank (New York)
New York
$4.68M -$24K -131 -0.5%
WMG
3037
WESCAP Management Group
California
$4.68M – – –
HH
3038
HWG Holdings
Texas
$4.66M -$3.91M -21,302 -44%
BCFS
3039
Butensky & Cohen Financial Security
Florida
$4.66M +$116K +633 +2%
AWM
3040
Arista Wealth Management
Nevada
$4.65M +$120K +654 +2%
CS
3041
Crescent Sterling
Louisiana
$4.64M -$535K -2,920 -10%
DI
3042
DDFG Inc
California
$4.63M -$35.8K -195 -0.7%
MPW
3043
MGO Private Wealth
California
$4.63M -$5.5K -30 -0.1%
SPWM
3044
Schrum Private Wealth Management
Florida
$4.6M -$36.9K -201 -0.7%
WI
3045
WrapManager Inc
California
$4.6M +$128K +699 +3%
GPA
3046
Guerra Pan Advisors
New Jersey
$4.6M -$52.3K -285 -1%
RCIM
3047
Red Cedar Investment Management
Michigan
$4.6M +$50.2K +274 +1%
MSCM
3048
McElhenny Sheffield Capital Management
Texas
$4.6M +$160K +875 +3%
KPWG
3049
KFA Private Wealth Group
Virginia
$4.59M -$22K -120 -0.4%
FWS
3050
FinDec Wealth Services
California
$4.59M +$3.48K +19 +0.1%
120 121
122
123 124