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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2326
Code Waechter
Florida
$754K +$762K +5,119 New
YCG
2327
Yeomans Consulting Group
Georgia
$754K -$3.13K -21 -0.4%
SWM
2328
Scissortail Wealth Management
Oklahoma
$748K -$897K -6,024 -100%
EWM
2329
Edge Wealth Management
New York
$747K -$10.4K -70 -1%
CF
2330
Copperwynd Financial
Arizona
$747K -$5.21K -35 -0.7%
CFA
2331
CWS Financial Advisors
Michigan
$747K +$118K +790 +18%
AA
2332
Addison Advisors
Vermont
$742K +$3.87K +26 +0.5%
FTIS
2333
First Trust Investment Solutions
Florida
$741K -$2.84M -19,108 -79%
WBWA
2334
William B. Walkup & Associates
South Carolina
$740K -$30.8K -207 -4%
AAI
2335
American Assets Inc
California
$736K – – –
OIM
2336
Opus Investment Management
Massachusetts
$736K – – –
IG
2337
ING Group
Netherlands
$732K +$740K +4,972 New
MWM
2338
Moulton Wealth Management
Washington
$730K – – –
MFWP
2339
Mosaic Family Wealth Partners
Missouri
$730K -$13.8K -93 -2%
SWIM
2340
Smallwood Wealth Investment Management
New Jersey
$729K -$1.94K -13 -0.3%
LIA
2341
Lynx Investment Advisory
District of Columbia
$728K +$56.7K +381 +8%
ZIG
2342
Zullo Investment Group
Pennsylvania
$723K +$19.5K +131 +3%
AP
2343
Atwood & Palmer
Missouri
$722K – – –
BA
2344
Ballew Advisors
Mississippi
$722K +$27.2K +183 +4%
DFCM
2345
Dark Forest Capital Management
Puerto Rico
$720K +$728K +4,892 New
GAM
2346
Gemmer Asset Management
California
$720K +$76.2K +512 +12%
CBT
2347
Central Bank & Trust
Kentucky
$718K -$1.64K -11 -0.2%
MWM
2348
Merriman Wealth Management
Washington
$718K +$32.7K +220 +5%
HCM
2349
Hutner Capital Management
Vermont
$716K -$1.94K -13 -0.3%
SIA
2350
SeaBridge Investment Advisors
New Jersey
$715K -$9.82K -66 -1%
92 93
94
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