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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1201
Apollon Financial
South Carolina
$858K +$99.5K +437 +11%
PIA
1202
Perennial Investment Advisors
California
$856K +$4.55K +20 +0.5%
AWM
1203
Aprio Wealth Management
Georgia
$856K +$187K +822 +24%
WFS
1204
Widmann Financial Services
Maryland
$853K – – –
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$851K -$16.6K -73 -2%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$850K -$18.2K -80 -2%
TWA
1207
Tandem Wealth Advisors
Arizona
$847K +$455K +1,998 +88%
BBA
1208
BLB&B Advisors
Pennsylvania
$846K -$58.1K -255 -6%
PAM
1209
Panagora Asset Management
Massachusetts
$842K – – –
OFG
1210
OmniStar Financial Group
North Carolina
$842K +$963K +4,229 New
GPWM
1211
Grant Private Wealth Management
California
$842K -$72.2K -317 -7%
SSWM
1212
Strait & Sound Wealth Management
California
$841K +$70.8K +311 +8%
MAWA
1213
Moss Adams Wealth Advisors
Washington
$841K +$12.1K +53 +1%
BIM
1214
Baldwin Investment Management
Pennsylvania
$840K +$449K +1,973 +88%
TAM
1215
Tocqueville Asset Management
New York
$838K +$112K +491 +13%
SWA
1216
SFMG Wealth Advisors
Texas
$837K +$112K +493 +13%
WAG
1217
Winthrop Advisory Group
Massachusetts
$836K +$46.5K +204 +5%
KIA
1218
Kraematon Investment Advisors
Massachusetts
$835K +$22.8K +100 +2%
AGWCA
1219
Annis Gardner Whiting Capital Advisors
Florida
$832K +$21.6K +95 +2%
IIC
1220
Integrated Investment Consultants
Michigan
$829K +$4.55K +20 +0.5%
CAC
1221
Certified Advisory Corp
Florida
$829K +$1.14K +5 +0.1%
TVAMP
1222
Tennessee Valley Asset Management Partners
Tennessee
$828K +$283K +1,242 +43%
BWAM
1223
Boyd Watterson Asset Management
Ohio
$826K – – –
WWA
1224
Wisconsin Wealth Advisors
Wisconsin
$826K +$9.56K +42 +1%
CHJWM
1225
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$19.1K -84 -2%
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