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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2301
One Wealth Advisors
California
$749K – – –
HFAS
2302
Hummer Financial Advisory Services
Illinois
$749K -$9.65K -130 -1%
PSP
2303
Principal Street Partners
Tennessee
$748K -$6.31K -85 -0.9%
IF
2304
Integrity Financial
Wyoming
$747K -$76.9K -1,036 -10%
PWM
2305
Partnership Wealth Management
Maryland
$747K – – –
VC
2306
Veracity Capital
Georgia
$747K -$4.97K -67 -0.7%
MPWS
2307
McCarter Private Wealth Services
Massachusetts
$747K +$163K +2,197 +29%
CCFM
2308
Clear Creek Financial Management
Washington
$746K -$49.3K -665 -6%
MSR
2309
Main Street Research
Connecticut
$746K -$58.5K -788 -8%
RWI
2310
Red Wave Investments
Pennsylvania
$743K +$371 +5 +0.1%
NFC
2311
Northstar Financial Companies
Pennsylvania
$743K – – –
PWMA
2312
Pension & Wealth Management Advisors
Massachusetts
$743K +$526K +7,087 +278%
FWTB
2313
First Western Trust Bank
Colorado
$742K +$266K +3,585 +59%
TCOO
2314
Trust Company of Oklahoma
Oklahoma
$742K +$22.3K +301 +3%
WCG
2315
Weaver Consulting Group
California
$738K -$26.9K -363 -4%
AIS
2316
American Investment Services
Massachusetts
$737K -$37.8K -509 -5%
ICA
2317
Infrastructure Capital Advisors
New York
$736K -$270K -3,638 -27%
SPW
2318
Signet Private Wealth
Illinois
$736K +$709K +9,552 New
MWM
2319
Mindset Wealth Management
Indiana
$732K -$119K -1,599 -14%
FMTC
2320
Farmers & Merchants Trust Company
California
$732K -$40.9K -551 -5%
BFG
2321
Bouchey Financial Group
New York
$731K +$19.9K +268 +3%
KFS
2322
Keynote Financial Services
Connecticut
$730K +$2.75K +37 +0.4%
FS
2323
Financial Symmetry
North Carolina
$729K -$120K -1,611 -15%
BFWM
2324
Bright Futures Wealth Management
New York
$726K -$6.38K -86 -0.9%
LPAM
2325
Lodestar Private Asset Management
California
$725K -$39.8K -537 -5%
91 92
93
94 95