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Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
2376
Smith, Moore & Co
Missouri
$692K -$1.8K -23 -0.3%
BWP
2377
BSW Wealth Partners
Colorado
$690K -$313 -4 -0%
BWM
2378
Bernicke Wealth Management
Wisconsin
$689K +$2.74K +35 +0.4%
GPWM
2379
Grant Private Wealth Management
California
$689K +$66K +843 +10%
SWP
2380
Summit Wealth Partners
Florida
$688K +$695K +8,873 New
SWM
2381
Silverlake Wealth Management
Vermont
$688K +$705 +9 +0.1%
VCM
2382
Virtue Capital Management
Tennessee
$688K +$88K +1,124 +14%
CA
2383
Cornerstone Advisory
Maryland
$687K +$34.5K +441 +5%
AFM
2384
Armstrong Fleming & Moore
District of Columbia
$686K -$19.3K -246 -3%
SDAM
2385
Shulman DeMeo Asset Management
New York
$686K -$17.1K -219 -2%
TP
2386
Thayer Partners
Pennsylvania
$686K +$16.7K +213 +2%
BH
2387
Burk Holdings
Oklahoma
$685K +$23.5K +300 +4%
RPWA
2388
Regent Peak Wealth Advisors
Georgia
$685K +$20.6K +263 +3%
LOIP
2389
Live Oak Investment Partners
Texas
$684K -$570K -7,284 -45%
AWA
2390
Acorn Wealth Advisors
Michigan
$684K +$24.1K +308 +4%
CG
2391
Clifford Group
Massachusetts
$684K +$45.2K +577 +7%
UWS
2392
Unique Wealth Strategies
Illinois
$683K -$31.9K -408 -4%
RFS
2393
RM Financial Services
Maine
$681K -$5.17K -66 -0.7%
PB
2394
Prosperity Bancshares
Texas
$680K +$99.7K +1,273 +17%
RWI
2395
Red Wave Investments
Pennsylvania
$680K -$69.4K -887 -9%
SGCA
2396
Steel Grove Capital Advisors
Tennessee
$679K -$1.78M -22,682 -72%
BBI
2397
Baxter Bros Inc
Connecticut
$679K – – –
RFP
2398
Root Financial Partners
California
$678K +$88.8K +1,134 +15%
MHC
2399
May Hill Capital
Massachusetts
$678K +$51.8K +662 +8%
PPC
2400
Park Place Capital
Alabama
$678K +$136K +1,737 +25%
94 95
96
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