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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1201
Keudell/Morrison Wealth Management
Oregon
$171K -$5.22K -387 -3%
4WM
1202
44 Wealth Management
Oregon
$171K +$1.47K +109 +0.9%
CFS
1203
Commonwealth Financial Services
West Virginia
$171K -$29.8K -2,206 -15%
MA
1204
MJP Associates
Connecticut
$171K +$11.8K +877 +8%
MPWT
1205
MassMutual Private Wealth & Trust
Connecticut
$171K -$49.3K -3,657 -23%
DCM
1206
Donaldson Capital Management
Indiana
$171K +$166K +12,268 New
NFC
1207
Northstar Financial Companies
Pennsylvania
$170K +$742 +55 +0.5%
WA
1208
Win Advisors
Florida
$170K +$165K +12,252 New
CCA
1209
Carrera Capital Advisors
Michigan
$170K -$1.09K -81 -0.7%
DIG
1210
Daniel Investment Group
Michigan
$170K +$165K +12,217 New
SIAG
1211
Safeguard Investment Advisory Group
California
$170K -$5.07K -376 -3%
SP
1212
Stablepoint Partners
Massachusetts
$169K -$9.38K -695 -5%
SWP
1213
Semus Wealth Partners
Florida
$168K +$14.5K +1,075 +10%
NSG
1214
Nalls Sherbakoff Group
Tennessee
$168K -$29K -2,149 -15%
ACM
1215
Alpha Capital Management
Texas
$168K +$1.35K +100 +0.8%
DA
1216
Detalus Advisors
Missouri
$168K – – –
TMWM
1217
Taylor & Morgan Wealth Management
Michigan
$168K +$163K +12,057 New
SCM
1218
Shelton Capital Management
Colorado
$167K – – –
SFWA
1219
Summit Financial Wealth Advisors
Louisiana
$167K +$3.68K +273 +2%
LIA
1220
LBMC Investment Advisors
Tennessee
$166K +$594 +44 +0.4%
SMC
1221
Smith, Moore & Co
Missouri
$166K +$27.1K +2,012 +20%
FFP
1222
FourThought Financial Partners
Florida
$166K +$1.13K +84 +0.7%
KCP
1223
Kera Capital Partners
California
$166K +$6.41K +475 +4%
LP
1224
LMR Partners
United Kingdom
$166K -$1.49M -110,574 -90%
CAM
1225
Columbia Asset Management
Michigan
$166K – – –
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