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Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1476
Hazlett, Burt & Watson
West Virginia
$750K -$2.25K -23 -0.3%
MMPW
1477
Mitchell McLeod Pugh & Williams
Alabama
$747K -$21K -215 -3%
IGWM
1478
ICA Group Wealth Management
Colorado
$747K +$16.2K +166 +2%
APC
1479
Aspire Private Capital
North Carolina
$745K -$9.08K -93 -1%
BCA
1480
Bay Colony Advisors
Massachusetts
$743K -$804K -8,239 -51%
EL
1481
EMFO LLC
Florida
$742K -$48.8K -500 -6%
CC
1482
Corsicana & Co
Texas
$741K -$49.4K -506 -6%
PL
1483
Polianta Ltd
Jersey
$741K +$781K +8,000 New
ASBI
1484
American State Bank (Iowa)
Iowa
$736K +$8.1K +83 +1%
BOPW
1485
Brandywine Oak Private Wealth
Pennsylvania
$734K -$6.54K -67 -0.8%
SAM
1486
Strategy Asset Managers
California
$731K -$7.32K -75 -0.9%
BA
1487
Ballast Advisors
Minnesota
$730K -$2.05K -21 -0.3%
GPWA
1488
Great Point Wealth Advisors
Massachusetts
$730K – – –
MFC
1489
Mechanics Financial Corp
Ohio
$725K +$230K +2,360 +43%
ACA
1490
Atlas Capital Advisors
Wyoming
$724K -$579K -5,935 -43%
PP
1491
Paloma Partners
Connecticut
$723K -$271K -2,773 -26%
CC
1492
Cypress Capital
Tennessee
$720K -$781 -8 -0.1%
TP
1493
Tranquility Partners
Tennessee
$720K +$41K +420 +6%
GAG
1494
GM Advisory Group
New York
$719K -$35.1K -360 -4%
LSA
1495
Lion Street Advisors
Texas
$714K -$10.2K -105 -1%
TCWM
1496
Total Clarity Wealth Management
Illinois
$714K +$129K +1,317 +21%
BHA
1497
Beech Hill Advisors
New York
$711K -$161K -1,650 -18%
RWB
1498
RMR Wealth Builders
New Jersey
$710K +$748K +7,666 New
TCB
1499
Texas Capital Bancshares
Texas
$709K – – –
SCM
1500
Stevens Capital Management
Pennsylvania
$707K -$2.79M -28,556 -79%
58 59
60
61 62