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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1451
Cerro Pacific Wealth Advisors
California
$320K – – –
MSAM
1452
Moloney Securities Asset Management
Missouri
$320K – – –
SLWA
1453
San Luis Wealth Advisors
California
$319K +$313K +3,069 New
SRA
1454
Secured Retirement Advisors
Minnesota
$319K +$5.81K +57 +2%
SEP
1455
Southland Equity Partners
Missouri
$318K +$43K +422 +16%
MPM
1456
MBB Public Markets
Illinois
$318K -$5.44M -53,354 -95%
LOPW
1457
Live Oak Private Wealth
North Carolina
$317K +$6.73K +66 +2%
TIM
1458
Thompson Investment Management
Wisconsin
$316K – – –
UCB
1459
United Community Bank
South Carolina
$316K – – –
AWM
1460
Aprio Wealth Management
Georgia
$315K +$49K +481 +19%
CVA
1461
Central Valley Advisors
California
$314K -$408 -4 -0.1%
BMC
1462
Beaton Management Company
Massachusetts
$313K +$4.08K +40 +1%
CFP
1463
Catalyst Financial Partners
Massachusetts
$313K +$15.5K +152 +5%
GKWIM
1464
Gerber Kawasaki Wealth & Investment Management
California
$313K +$1.32K +13 +0.4%
MCM
1465
Manchester Capital Management
Vermont
$313K -$713 -7 -0.2%
HI
1466
Human Investing
Oregon
$312K -$48.5K -476 -14%
MPW
1467
Monterey Private Wealth
California
$312K +$1.43K +14 +0.5%
HWM
1468
HighMark Wealth Management
Minnesota
$311K – – –
SCA
1469
Stonebridge Capital Advisors
Minnesota
$311K – – –
LCM
1470
LVM Capital Management
Michigan
$311K – – –
IIC
1471
Integrated Investment Consultants
Michigan
$311K +$1.09M +10,676 +369%
SFI
1472
SPC Financial Inc
Maryland
$310K +$66.2K +650 +28%
PFGIA
1473
Patriot Financial Group Insurance Agency
Massachusetts
$310K +$1.94K +19 +0.6%
LIM
1474
Loudon Investment Management
New Hampshire
$310K – – –
ECM
1475
Evergreen Capital Management
Washington
$310K -$51.8K -508 -15%
57 58
59
60 61