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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1701
Icon Wealth Advisors
Texas
$1.1M +$1.25M +11,676 New
CFG
1702
Cooper Financial Group
California
$1.1M -$170K -1,590 -12%
FUBT
1703
First United Bank & Trust
Maryland
$1.1M -$29.1K -272 -2%
WAOTB
1704
Wealth Advisors of Tampa Bay
Florida
$1.1M -$1.29M -12,081 -51%
MPW
1705
MGO Private Wealth
California
$1.1M +$1.24M +11,633 New
BMO
1706
Beck Mack & Oliver
New York
$1.1M -$62.3K -582 -5%
MA
1707
MCF Advisors
Kentucky
$1.09M +$79.2K +740 +7%
CWA
1708
Canvas Wealth Advisors
Kansas
$1.09M +$168K +1,566 +18%
ESB
1709
Essex Savings Bank
Connecticut
$1.09M -$202K -1,883 -14%
SAF
1710
Smith Anglin Financial
Texas
$1.09M +$2.46K +23 +0.2%
LWP
1711
Lumature Wealth Partners
Georgia
$1.09M -$25.7K -240 -2%
WPW
1712
Warther Private Wealth
Ohio
$1.09M +$17.2K +161 +1%
FPAS
1713
Focus Partners Advisor Solutions
Missouri
$1.09M +$203K +1,900 +20%
FIM
1714
Freedom Investment Management
Connecticut
$1.09M +$151K +1,415 +14%
GWMI
1715
Guardian Wealth Management (Illinois)
Illinois
$1.09M +$24.6K +230 +2%
VBCG
1716
Valley Brook Capital Group
Pennsylvania
$1.08M – – –
FWM
1717
Finer Wealth Management
Massachusetts
$1.08M +$15.8K +148 +1%
ZCI
1718
Zevenbergen Capital Investments
Washington
$1.08M +$123K +1,145 +11%
OF
1719
Outfitter Financial
Maine
$1.08M – – –
SIC
1720
Samalin Investment Counsel
New York
$1.08M +$502K +4,694 +69%
PWM
1721
Palumbo Wealth Management
New York
$1.08M -$44.3K -414 -3%
GWS
1722
Glassman Wealth Services
Virginia
$1.07M -$87.1K -814 -7%
LIA
1723
LBMC Investment Advisors
Tennessee
$1.07M – – –
MW
1724
Marcum Wealth
Ohio
$1.07M +$9.2K +86 +0.8%
PCM
1725
Poehling Capital Management
Wisconsin
$1.06M +$700K +6,545 +138%
67 68
69
70 71