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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1076
UMB Bank
Missouri
$169K -$3.99K -300 -3%
EFS
1077
Essex Financial Services
Connecticut
$169K – – –
PP
1078
PrairieView Partners
Minnesota
$169K +$1.06K +80 +0.7%
WFI
1079
West Family Investments
California
$169K +$151K +11,363 New
KCM
1080
Kennedy Capital Management
Missouri
$167K – – –
FPFS
1081
First Personal Financial Services
North Carolina
$167K +$3.32K +250 +2%
CAG
1082
Crestwood Advisors Group
Massachusetts
$167K +$8.64K +650 +6%
RWP
1083
RWA Wealth Partners
Massachusetts
$167K +$150K +11,259 New
GWM
1084
Gray Wealth Management
Maine
$166K +$148K +11,156 New
CCFM
1085
Clear Creek Financial Management
Washington
$166K +$149K +11,204 New
SRC
1086
Shufro Rose & Co
New York
$165K -$3.92K -295 -3%
LWM
1087
Lyell Wealth Management
California
$165K +$148K +11,122 New
NFG
1088
Nadler Financial Group
Illinois
$164K +$146K +11,012 New
ACP
1089
Aveo Capital Partners
Colorado
$163K – – –
AA
1090
Ancora Advisors
Ohio
$163K +$20.9K +1,573 +17%
DDPIC
1091
Deroy & Devereaux Private Investment Counsel
Michigan
$163K +$146K +10,999 New
OAJ
1092
Ogorek Anthony Joseph
New York
$162K – – –
WA
1093
Waverly Advisors
Alabama
$162K +$399 +30 +0.3%
LIA
1094
LBMC Investment Advisors
Tennessee
$161K – – –
KPW
1095
Kore Private Wealth
New York
$161K +$2.31K +174 +2%
FMP
1096
Financial Management Professionals
Texas
$161K +$14.6K +1,100 +11%
EWM
1097
EPG Wealth Management
Georgia
$161K +$144K +10,847 New
FPCG
1098
Fort Pitt Capital Group
Pennsylvania
$161K +$144K +10,865 New
LWA
1099
Lineweaver Wealth Advisors
Ohio
$160K – – –
TWM
1100
TriaGen Wealth Management
California
$159K +$151K +11,392 New
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