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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2301
HHM Wealth Advisors
Tennessee
$406K +$49.5K +232 +13%
NB
2302
Northwest Bancshares
Pennsylvania
$405K +$10.7K +50 +3%
HIMC
2303
Heritage Investors Management Corp
Maryland
$404K -$32K -150 -7%
FWP
2304
FAS Wealth Partners
Kansas
$403K +$39.3K +184 +10%
CWA
2305
Consilio Wealth Advisors
Washington
$403K -$5.55K -26 -1%
ISWM
2306
Intesa Sanpaolo Wealth Management
$403K +$141K +661 +50%
NAMNJ
2307
NorthStar Asset Management (New Jersey)
New Jersey
$403K -$21.4K -100 -5%
MHR
2308
Matthew Hamilton Rosenberg
$402K – – –
IWP
2309
Integrity Wealth Partners
California
$402K +$422K +1,978 New
MWM
2310
Mattern Wealth Management
Kansas
$402K -$268K -1,254 -39%
TAM
2311
Townsend Asset Management
North Carolina
$401K +$86.9K +407 +26%
FOA
2312
Five Oceans Advisors
California
$400K -$2.56K -12 -0.6%
AWM
2313
Ameliora Wealth Management
Switzerland
$399K – – –
DCM
2314
Donaldson Capital Management
Indiana
$398K -$22.8K -107 -5%
MO
2315
McMillan Office
Michigan
$398K – – –
FFM
2316
Fullerton Fund Management
Singapore
$398K +$119K +556 +40%
KCM
2317
Kanawha Capital Management
Virginia
$397K -$16.4K -77 -4%
KFS
2318
Keynote Financial Services
Connecticut
$397K – – –
WIM
2319
Warwick Investment Management
Texas
$397K +$214 +1 +0.1%
OFO
2320
OneAscent Family Office
Alabama
$397K +$36.7K +172 +10%
IAS
2321
Integrity Advisory Solutions
Texas
$396K +$28.2K +132 +7%
PA
2322
PFW Advisors
Georgia
$395K -$17.3K -81 -4%
5NPW
2323
55 North Private Wealth
Florida
$395K +$40.6K +190 +11%
S
2324
Sunpointe
Missouri
$395K +$38.6K +181 +10%
GCA
2325
Gallagher Capital Advisors
Texas
$394K +$53.4K +250 +15%
91 92
93
94 95