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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1276
IAG Wealth Partners
Wisconsin
$24K – – –
TCM
1277
TD Capital Management
Tennessee
$24K – – –
WBC
1278
West Branch Capital
Massachusetts
$24K – – –
FMP
1279
Financial Management Professionals
Texas
$24K +$14.6K +100 +100%
BLC
1280
Brown, Lisle/Cummings
Rhode Island
$23.8K +$29.1K +200 New
MHR
1281
Matthew Hamilton Rosenberg
$23K -$61.2K -420 -69%
CAL
1282
Capital Advisors Ltd
Ohio
$23K -$19.7K -135 -41%
EWM
1283
Edge Wealth Management
New York
$23K -$146 -1 -0.5%
TCWM
1284
Total Clarity Wealth Management
Illinois
$21K -$56.8K -390 -69%
CSWM
1285
Cassady Schiller Wealth Management
Ohio
$21K +$25.5K +175 New
UOTTAIMCU
1286
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21K +$26.2K +180 New
PCG
1287
Private Capital Group
Connecticut
$20K -$39.9K -274 -62%
OC
1288
Oakworth Capital
Alabama
$20K -$728 -5 -3%
AWM
1289
Accel Wealth Management
Iowa
$20K – – –
SIS
1290
Sound Income Strategies
Florida
$20K +$5.1K +35 +26%
ETI
1291
Enterprise Trust & Investment
California
$19K – – –
CCA
1292
Column Capital Advisors
Indiana
$18K -$29.1K -200 -57%
EI
1293
Ellevest Inc
New York
$18K -$1.17K -8 -5%
CB
1294
CNB Bank
Pennsylvania
$18K – – –
DWA
1295
Dougherty Wealth Advisers
Minnesota
$18K – – –
TC
1296
Truvestments Capital
Florida
$18K – – –
BHWM
1297
Beaird Harris Wealth Management
Texas
$18K +$22K +151 New
CT
1298
Caldwell Trust
Florida
$17.7K – – –
CFFP
1299
Center for Financial Planning
Michigan
$17K -$14.6K -100 -41%
POIA
1300
Pin Oak Investment Advisors
Texas
$16K -$10K -69 -34%
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