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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2101
Univest Financial
Pennsylvania
$374K – – –
EWM
2102
Evermay Wealth Management
Virginia
$373K +$8.2K +84 +2%
SAF
2103
Smith Anglin Financial
Texas
$373K +$36.6K +375 +12%
MPW
2104
MA Private Wealth
California
$372K +$347K +3,553 New
APC
2105
Aspire Private Capital
North Carolina
$371K -$271K -2,777 -44%
ACA
2106
Affinity Capital Advisors
California
$371K -$20.8K -213 -6%
MA
2107
MONECO Advisors
Connecticut
$371K +$23K +236 +7%
CF
2108
Clarity Financial
Texas
$370K -$6.45M -66,075 -95%
FC
2109
FCA Corp
Texas
$370K – – –
RBFC
2110
Roman Butler Fullerton & Co
Missouri
$370K +$9.18K +94 +3%
WCA
2111
Westover Capital Advisors
Delaware
$369K -$12.7K -130 -4%
AIM
2112
Arcadia Investment Management
Michigan
$369K +$141K +1,443 +69%
SHWM
2113
Silicon Hills Wealth Management
Texas
$366K -$7.81K -80 -2%
FIB
2114
First Interstate Bancsystem
Montana
$364K +$339K +3,470 New
CFG
2115
Compton Financial Group
Maryland
$363K -$20.4K -209 -6%
YWP
2116
YorkBridge Wealth Partners
New York
$363K +$34.2K +350 +11%
AI
2117
AXS Investments
New York
$362K +$337K +3,454 New
WMG
2118
WESCAP Management Group
California
$361K +$71.3K +730 +27%
IA
2119
Insight Advisors
Pennsylvania
$361K +$341K +3,496 New
DLCIG
2120
D.L. Carlson Investment Group
New Hampshire
$360K -$5.37K -55 -2%
SG
2121
Stonnington Group
California
$360K +$328K +3,357 New
BEI
2122
Benjamin Edwards Inc
Missouri
$358K -$306K -3,133 -48%
EWM
2123
Elmwood Wealth Management
California
$356K +$332K +3,395 New
FNC
2124
First National Corp
Massachusetts
$355K – – –
EFM
2125
E Fund Management
China
$355K +$331K +3,386 New
83 84
85
86 87