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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
2351
Mosaic Family Wealth
Missouri
$659K -$178 -1 -0%
1WM
2352
1900 Wealth Management
Texas
$659K – – –
BC
2353
Burleson & Co
California
$659K – – –
WCM
2354
WealthBridge Capital Management
Ohio
$659K +$8.73K +49 +1%
WA
2355
Winfield Associates
Ohio
$659K +$17.8K +100 +3%
BWM
2356
BT Wealth Management
Georgia
$659K +$356K +2,000 +106%
TIM
2357
Thornburg Investment Management
New Mexico
$658K -$69.4M -389,444 -99%
SWMP
2358
Signature Wealth Management Partners
New Jersey
$658K -$49K -275 -7%
PAM
2359
Palisade Asset Management
Minnesota
$658K – – –
CI
2360
Cordant Inc
Oregon
$657K +$713 +4 +0.1%
GC
2361
Garde Capital
Washington
$655K +$223K +1,251 +48%
DPI
2362
Diversified Portfolios Inc
Michigan
$654K -$194K -1,089 -22%
BWM
2363
BCS Wealth Management
Tennessee
$652K -$15.9K -89 -2%
HWA
2364
HHM Wealth Advisors
Tennessee
$652K +$3.74K +21 +0.5%
GWM
2365
Greenwich Wealth Management
Connecticut
$651K +$246K +1,382 +56%
MSFP
2366
Mark Sheptoff Financial Planning
Connecticut
$649K -$44.6K -250 -6%
PHAM
2367
Palisades Hudson Asset Management
Florida
$649K – – –
WMA
2368
Wealth Management Associates
New Jersey
$647K -$2.67K -15 -0.4%
OWA
2369
Outlook Wealth Advisors
Texas
$647K +$406K +2,275 +147%
BFS
2370
Bickling Financial Services
Massachusetts
$643K -$45.5K -255 -6%
CCWA
2371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$643K – – –
KLI
2372
Kelman-Lazarov Inc
Tennessee
$643K – – –
PIM
2373
Profit Investment Management
Maryland
$643K – – –
MCM
2374
McRae Capital Management
New Jersey
$642K -$35.6K -200 -5%
CWA
2375
Canvas Wealth Advisors
Kansas
$640K +$3.21K +18 +0.5%
93 94
95
96 97