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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1276
Catalyst Financial Partners
Massachusetts
$138K -$37K -3,324 -23%
MHB
1277
Midwest Heritage Bank
Iowa
$138K +$234 +21 +0.2%
RCA
1278
Resonant Capital Advisors
Wisconsin
$138K +$6.21K +558 +5%
SCM
1279
Silvant Capital Management
Georgia
$138K – – –
LWM
1280
Liberty Wealth Management
California
$138K +$13.1K +1,176 +12%
FMN
1281
Financial Management Network
California
$138K -$23.5K -2,116 -15%
SCM
1282
Sage Capital Management
New Jersey
$137K +$125K +11,274 New
AO
1283
Advisor OS
Illinois
$137K +$125K +11,260 New
HC
1284
Hourglass Capital
Texas
$137K +$11.1K +1,000 +10%
BAG
1285
Bridgewealth Advisory Group
California
$137K +$125K +11,212 New
CB
1286
Cadence Bank
Mississippi
$137K +$125K +11,204 New
GL
1287
Graypoint LLC
New York
$137K -$78.5K -7,052 -39%
MCA
1288
Millennium Capital Advisors
Arkansas
$136K -$20.2K -1,812 -14%
M1FG
1289
Mach-1 Financial Group
Arkansas
$136K -$13.7K -1,235 -10%
HCM
1290
Howard Capital Management
Georgia
$136K +$124K +11,132 New
WP
1291
WMS Partners
Maryland
$136K -$37.2K -3,339 -23%
BTW
1292
Boston Trust Walden
Massachusetts
$136K – – –
CPSC
1293
Carl P. Sherr & Co
Massachusetts
$135K -$201K -18,026 -62%
TPW
1294
TL Private Wealth
Texas
$135K +$1.7K +153 +1%
TW
1295
TrinityPoint Wealth
Connecticut
$135K -$31.6K -2,838 -20%
FP
1296
Financial Perspectives
Minnesota
$134K +$78 +7 +0.1%
RFA
1297
Register Financial Advisors
Georgia
$134K +$256 +23 +0.2%
AIS
1298
AM Investment Strategies
Tennessee
$134K -$91.6K -8,232 -43%
DDPIC
1299
Deroy & Devereaux Private Investment Counsel
Michigan
$134K – – –
DTC
1300
Davidson Trust Company
Washington
$134K – – –
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