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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1926
Cerity Partners OCIO
New York
$238K +$223K +878 New
DAM
1927
Diamant Asset Management
Connecticut
$236K +$221K +870 New
IIA
1928
ICW Investment Advisors
Arizona
$236K +$221K +870 New
WIA
1929
World Investment Advisors
California
$235K +$3.81K +15 +2%
OWA
1930
Outlook Wealth Advisors
Texas
$234K -$26.9K -106 -11%
FWM
1931
Focused Wealth Management
New York
$233K +$15.5K +61 +8%
TSW
1932
Thompson Siegel & Walmsley
Virginia
$233K +$132K +520 +154%
CPC
1933
Cookson Peirce & Co
Pennsylvania
$233K +$218K +858 New
PAG
1934
Private Advisory Group
Washington
$233K +$218K +859 New
AWM
1935
Accurate Wealth Management
Florida
$231K +$212K +833 New
FNBOO
1936
First National Bank of Omaha
Nebraska
$231K +$217K +853 New
WG
1937
Welch Group
Alabama
$230K +$215K +848 New
CWC
1938
Carolinas Wealth Consulting
North Carolina
$229K +$53.8K +212 +33%
AOWM
1939
Alpha Omega Wealth Management
Virginia
$229K +$215K +845 New
KA
1940
Kozak & Associates
Colorado
$228K +$189K +746 New
IAP
1941
Indie Asset Partners
Indiana
$227K – – –
UCMOK
1942
United Capital Management of KS
Kansas
$226K -$254 -1 -0.1%
FA
1943
Fermata Advisors
California
$226K +$212K +835 New
QC
1944
QCM Cayman
Texas
$226K +$212K +835 New
KFP
1945
KB Financial Partners
New Jersey
$225K +$109K +431 +108%
TWP
1946
Tower Wealth Partners
Pennsylvania
$224K -$152K -597 -42%
MAM
1947
McLean Asset Management
Virginia
$224K +$193K +759 New
HWA
1948
HHM Wealth Advisors
Tennessee
$223K -$2.29K -9 -1%
DMBA
1949
Deseret Mutual Benefit Administrators
Utah
$223K – – –
FA
1950
FMA Advisory
Pennsylvania
$222K +$208K +819 New
76 77
78
79 80