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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3251
Avaii Wealth Management
Wisconsin
$798K -$5.89K -61 -0.8%
SGWM
3252
Sterling Group Wealth Management
California
$797K +$9.76K +101 +1%
ACH
3253
ArrowMark Colorado Holdings
Colorado
$797K +$38.1K +394 +5%
PWM
3254
Peterson Wealth Management
Nevada
$795K +$160K +1,651 +27%
FWP
3255
Falcon Wealth Planning
California
$794K +$7.44K +77 +1%
CG
3256
Clifford Group
Massachusetts
$793K -$3.38K -35 -0.5%
SWM
3257
Shelton Wealth Management
Texas
$793K +$53.2K +551 +8%
ONST
3258
Old North State Trust
North Carolina
$791K – – –
PFC
3259
Phocas Financial Corp
California
$790K +$67.6K +700 +10%
DA
3260
Drake & Associates
Wisconsin
$789K -$34.8K -360 -5%
MF
3261
Montis Financial
Massachusetts
$788K -$536K -5,551 -42%
PK
3262
Pflug Koory
Nebraska
$787K +$17.1K +177 +2%
SWM
3263
Seed Wealth Management
Illinois
$787K – – –
HPM
3264
Hoxton Planning & Management
West Virginia
$787K -$34.3K -355 -4%
WCFA
3265
Walkner Condon Financial Advisors
Wisconsin
$785K -$157K -1,625 -18%
LFA
3266
LGT Financial Advisors
Texas
$785K -$18.1K -187 -2%
FC
3267
FCA Corp
Texas
$782K +$731K +7,570 New
MWP
3268
Meridian Wealth Partners
Pennsylvania
$781K -$4.15K -43 -0.6%
MWM
3269
Mascoma Wealth Management
New Hampshire
$780K -$61.8K -640 -8%
ICM
3270
Ionic Capital Management
New York
$778K -$236K -2,444 -24%
UCB
3271
United Community Bank
South Carolina
$777K – – –
PIC
3272
Portland Investment Counsel
Ontario, Canada
$777K -$30.9K -320 -4%
WF
3273
Wayfinding Financial
Washington
$775K +$698K +7,221 +2,561%
LW
3274
Libra Wealth
California
$775K – – –
PCM
3275
Palouse Capital Management
Washington
$773K -$152K -1,573 -17%
129 130
131
132 133