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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3426
CCG Wealth Management
California
$218K +$220K +2,812 New
SCM
3427
Sunbeam Capital Management
Georgia
$218K +$220K +2,810 New
SAMT
3428
Select Asset Management & Trust
Pennsylvania
$218K +$1.49K +19 +0.7%
SIA
3429
Sage Investment Advisers
New York
$218K +$548 +7 +0.3%
AM
3430
Atwater Malick
Pennsylvania
$218K -$8.14K -104 -4%
SCG
3431
Sonata Capital Group
Washington
$217K – – –
CFG
3432
Carter Financial Group
Illinois
$217K -$52.1K -665 -19%
MWA
3433
Mills Wealth Advisors
Texas
$217K +$3.6K +46 +2%
AA
3434
Alesco Advisors
New York
$216K -$10.1K -129 -4%
PCA
3435
Purkiss Capital Advisors
Connecticut
$215K +$470 +6 +0.2%
LFG
3436
Lazard Frères Gestion
France
$215K – – –
EL
3437
Essex LLC
Illinois
$215K -$939 -12 -0.4%
PFA
3438
Pathway Financial Advisors
Vermont
$214K – – –
MSG
3439
Main Street Group
Virginia
$214K -$16.5K -211 -7%
MFC
3440
Morris Financial Concepts
South Carolina
$214K +$216K +2,755 New
GAA
3441
Guardian Asset Advisors
Pennsylvania
$214K -$3.6K -46 -2%
PA
3442
ProCore Advisors
California
$214K -$11.7K -150 -5%
SA
3443
SAM Advisors
California
$213K +$235 +3 +0.1%
RP
3444
Rowlandmiller & Partners
Georgia
$213K -$19.6K -250 -8%
WF
3445
Warner Financial
Maryland
$213K – – –
CI
3446
Ceera Investments
Texas
$212K +$214K +2,737 New
SFG
3447
Seamount Financial Group
Colorado
$212K +$214K +2,737 New
SWM
3448
SilverOak Wealth Management
Minnesota
$212K -$626 -8 -0.3%
OPWM
3449
Oxinas Partners Wealth Management
Indiana
$212K +$3.91K +50 +2%
BWM
3450
Bluebird Wealth Management
Massachusetts
$212K +$214K +2,728 New
136 137
138
139 140