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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Eudaimonia Partners
Tennessee
$239K +$90.5K +6,650 +65%
HPC
927
HM Payson & Co
Maine
$238K +$48.3K +3,549 +27%
BFA
928
Beacon Financial Advisory
Ohio
$237K -$49.1K -3,610 -18%
TCM
929
Tufton Capital Management
Maryland
$237K – – –
SWA
930
Stratos Wealth Advisors
Ohio
$237K +$21.6K +1,587 +10%
BEAM
931
Baker Ellis Asset Management
Washington
$236K – – –
OPWM
932
Oxinas Partners Wealth Management
Indiana
$234K -$8.56K -629 -4%
MF
933
Manchester Financial
California
$233K -$2.45K -180 -1%
HC
934
Hamilton Capital
Ohio
$233K +$223K +16,422 New
HWM
935
Hohimer Wealth Management
Washington
$231K -$13K -955 -6%
FFA
936
First Foundation Advisors
California
$230K -$9.13K -671 -4%
WP
937
WealthSource Partners
California
$229K +$6.01K +442 +3%
GFPC
938
Global Financial Private Client
Florida
$228K – – –
ACM
939
Allred Capital Management
Texas
$227K – – –
ZCA
940
Zeke Capital Advisors
Pennsylvania
$227K +$218K +16,029 New
SMC
941
Smith, Moore & Co
Missouri
$226K -$10.4K -762 -5%
WSTAM
942
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
BPWM
943
Badgley Phelps Wealth Managers
Washington
$226K +$217K +15,954 New
PAS
944
Park Avenue Securities
New York
$225K +$50.7K +3,724 +31%
ARG
945
Advisory Resource Group
Oklahoma
$223K – – –
HWA
946
HHM Wealth Advisors
Tennessee
$223K – – –
TWI
947
Thomas White International
Illinois
$222K – – –
VWA
948
V Wealth Advisors
Kansas
$221K +$20.6K +1,518 +11%
KWM
949
Keebeck Wealth Management
Illinois
$219K – – –
TNA
950
True North Advisors
Texas
$218K -$585 -43 -0.3%
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38
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