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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1476
Ritholtz Wealth Management
New York
$221K -$162K -2,778 -44%
AIM
1477
Avity Investment Management
Connecticut
$220K +$204K +3,501 New
WCM
1478
WealthBridge Capital Management
Ohio
$220K -$7.35K -126 -3%
BW
1479
Bison Wealth
Georgia
$220K -$47.2K -809 -19%
MW
1480
Maia Wealth
Colorado
$219K -$463K -7,932 -67%
CCFM
1481
Clear Creek Financial Management
Washington
$219K -$13.9K -239 -6%
MWC
1482
MBM Wealth Consultants
Missouri
$218K +$202K +3,469 New
MG
1483
Mather Group
Illinois
$218K -$474K -8,121 -70%
SEP
1484
Southland Equity Partners
Missouri
$218K +$202K +3,462 New
PAG
1485
Powers Advisory Group
Illinois
$217K -$46.1K -790 -19%
DSC
1486
Duncker Streett & Co
Missouri
$216K -$277K -4,756 -58%
HCA
1487
Heck Capital Advisors
Wisconsin
$214K -$5.25K -90 -3%
GIA
1488
Guyasuta Investment Advisors
Pennsylvania
$214K +$30K +515 +18%
HS
1489
Horan Securities
United States
$214K +$199K +3,405 New
AA
1490
Alta Advisers
United Kingdom
$214K – – –
DWM
1491
Defined Wealth Management
Oregon
$213K -$2.86K -49 -1%
BTWM
1492
Brass Tax Wealth Management
Ohio
$213K +$198K +3,386 New
BFO
1493
Biltmore Family Office
North Carolina
$212K +$197K +3,378 New
FAFN
1494
First Affirmative Financial Network
Colorado
$212K +$197K +3,374 New
OFG
1495
Oxford Financial Group
Indiana
$212K -$12.2K -209 -6%
PB
1496
Pinnacle Bancorp
Nebraska
$212K -$2.04K -35 -1%
WAG
1497
Winthrop Advisory Group
Massachusetts
$212K +$196K +3,366 New
VCM
1498
Virtue Capital Management
Tennessee
$212K -$129K -2,218 -40%
PP
1499
Patron Partners
Texas
$212K +$196K +3,364 New
WP
1500
Westmount Partners
California
$211K -$19.4K -332 -9%
58 59
60
61 62