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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
4201
Islay Capital Management
Texas
$657K -$11.7K -70 -2%
WAM
4202
Worth Asset Management
Texas
$656K +$309K +1,849 +103%
BHWM
4203
Beaird Harris Wealth Management
Texas
$656K -$43.9K -263 -7%
LWA
4204
Ledgewood Wealth Advisors
New Hampshire
$655K -$33.4K -200 -5%
FWM
4205
Fingerlakes Wealth Management
New York
$655K +$6.68K +40 +1%
ITB
4206
Idaho Trust Bank
Idaho
$655K +$606K +3,632 New
VAMG
4207
Voisard Asset Management Group
Michigan
$652K -$8.35K -50 -1%
KWM
4208
Kanen Wealth Management
Florida
$651K +$291K +1,744 +100%
WA
4209
Westfuller Advisors
New York
$650K +$602K +3,605 New
ACM
4210
Ategra Capital Management
Virginia
$650K – – –
FPFS
4211
First Personal Financial Services
North Carolina
$648K -$86.8K -520 -13%
SMWM
4212
Silvia McColl Wealth Management
California
$648K -$80.1K -480 -12%
TIM
4213
Tevis Investment Management
Texas
$646K -$10K -60 -2%
SWM
4214
Sugarloaf Wealth Management
Georgia
$645K +$30K +180 +5%
SMF
4215
Sterling Manor Financial
New York
$645K +$15.9K +95 +3%
FWM
4216
FMB Wealth Management
California
$644K +$17.4K +104 +3%
WCM
4217
Wealthcare Capital Management
Virginia
$644K -$37.7K -226 -6%
BWA
4218
BlueChip Wealth Advisors
Georgia
$644K -$334K -2,000 -36%
CWM
4219
CarsonAllaria Wealth Management
Illinois
$643K +$142K +850 +31%
WP
4220
Wealthspan Partners
Iowa
$643K +$17.2K +103 +3%
VA
4221
Verdad Advisers
Massachusetts
$643K +$40.6K +243 +7%
3F
4222
360 Financial
Minnesota
$642K +$9.68K +58 +2%
AWA
4223
Aquire Wealth Advisors
Utah
$639K +$1.84K +11 +0.3%
AFGAS
4224
Allegiance Financial Group Advisory Services
Virginia
$638K +$24.7K +148 +4%
MWA
4225
Muirfield Wealth Advisors
North Carolina
$637K +$25.2K +151 +4%
167 168
169
170 171