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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2601
BAM Wealth Management
Colorado
$279K +$4.7K +22 +2%
MG
2602
McHugh Group
Ohio
$279K +$4.06K +19 +1%
NWA
2603
New World Advisors
Massachusetts
$278K +$31.4K +147 +12%
SWM
2604
Sandro Wealth Management
New Jersey
$277K -$17.3K -81 -6%
WAM
2605
Walker Asset Management
Missouri
$277K – – –
JRSI
2606
Jeter Robert S II
$276K +$130K +607 New
MAG
2607
Mayfair Advisory Group
Alabama
$276K +$28K +131 +11%
HCM
2608
Howland Capital Management
Massachusetts
$274K – – –
VAMG
2609
Voisard Asset Management Group
Michigan
$274K +$28K +131 +11%
WA
2610
WealthTrust Axiom
Pennsylvania
$274K -$843K -3,950 -75%
TSW
2611
Three Seasons Wealth
Utah
$274K -$2.4M -11,235 -89%
SAM
2612
Stembrook Asset Management
New Jersey
$273K – – –
CFG
2613
Carter Financial Group
Illinois
$273K -$17.1K -80 -6%
APW
2614
Aurora Private Wealth
New Jersey
$272K -$72.2K -338 -21%
KSWWM
2615
Keyes Stange & Wooten Wealth Management
Florida
$272K +$22.6K +106 +9%
ACM
2616
Appalachian Capital Management
Ohio
$272K – – –
EPW
2617
Endeavor Private Wealth
Kansas
$271K +$7.69K +36 +3%
WCG
2618
Weaver Consulting Group
California
$271K +$39.1K +183 +16%
CSA
2619
Cottage Street Advisors
Massachusetts
$271K -$1.07K -5 -0.4%
AGC
2620
August Group Capital
$271K – – –
FTC
2621
Farmers Trust Company
Ohio
$270K -$641 -3 -0.2%
CG
2622
Cynosure Group
Utah
$270K +$284K +1,329 New
SEP
2623
Southland Equity Partners
Missouri
$270K -$3.42K -16 -1%
CW
2624
Curio Wealth
Maryland
$269K -$2.13K -10 -0.7%
VC
2625
Vestor Capital
Illinois
$269K -$38.4M -179,656 -99%
103 104
105
106 107