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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1226
Alterity Financial Group
Maine
$250K +$222K +12,041 New
RW
1227
RVW Wealth
California
$249K +$220K +11,969 New
WTFG
1228
Wells Trecaso Financial Group
Ohio
$249K +$220K +11,978 New
FZCM
1229
Flynn Zito Capital Management
New York
$249K +$221K +11,983 New
MIP
1230
Marietta Investment Partners
Wisconsin
$249K +$221K +12,000 New
TSWM
1231
Tyler-Stone Wealth Management
Ohio
$248K +$220K +11,953 New
PCS
1232
Personal CFO Solutions
New Jersey
$246K +$12.5K +681 +6%
PP
1233
Prudential plc
United Kingdom
$245K -$967K -52,571 -82%
CAM
1234
Claret Asset Management
Quebec, Canada
$244K – – –
CHAM
1235
Clear Harbor Asset Management
Connecticut
$244K – – –
LFG
1236
Larson Financial Group
Missouri
$244K +$126K +6,864 +140%
WI
1237
Wintrust Investments
Illinois
$243K -$46K -2,500 -10%
CWA
1238
Canvas Wealth Advisors
Kansas
$243K +$6.53K +355 +3%
SC
1239
Schubert & Co
Texas
$243K +$215K +11,687 New
ATWA
1240
Arbor Trust Wealth Advisors
Michigan
$241K -$8.61K -468 -4%
KA
1241
Kozak & Associates
Colorado
$240K +$14.5K +786 +6%
HAS
1242
HBW Advisory Services
California
$239K -$25.1K -1,366 -11%
MSA
1243
Marino Stram & Associates
Massachusetts
$239K +$166 +9 +0.1%
EWM
1244
EPG Wealth Management
Georgia
$238K +$12.9K +699 +6%
EA
1245
Eudaimonia Advisors
Tennessee
$238K +$211K +11,440 New
EFSCE
1246
Enterprise Financial Services Corp (EFSC)
Missouri
$237K -$52.4K -2,848 -20%
GEA
1247
Glen Eagle Advisors
New Jersey
$236K -$51.9K -2,821 -20%
LIA
1248
LBMC Investment Advisors
Tennessee
$236K +$9.59K +521 +5%
T
1249
TOBAM
France
$235K -$36.6K -1,989 -15%
FPFS
1250
First Personal Financial Services
North Carolina
$235K +$258 +14 +0.1%
48 49
50
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