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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aries Wealth Management
Maine
$493K – – –
TWA
902
TCI Wealth Advisors
Arizona
$489K +$47.6K +225 +8%
AWM
903
Alterna Wealth Management
Texas
$489K +$476K +2,249 New
RWA
904
River Wealth Advisors
Pennsylvania
$487K +$128K +604 +25%
CCG
905
Ceeto Capital Group
Florida
$486K – – –
FA
906
FMA Advisory
Pennsylvania
$484K -$16.7K -79 -3%
MSAM
907
Moloney Securities Asset Management
Missouri
$482K -$270K -1,275 -30%
BSW
908
Buckingham Strategic Wealth
Missouri
$482K -$147K -696 -19%
AIM
909
Advantage Investment Management
Iowa
$482K -$13.5K -64 -2%
IFWM
910
Institute for Wealth Management
Colorado
$482K +$632K +2,987 New
FHA
911
Flagship Harbor Advisors
Massachusetts
$477K +$207K +977 +49%
ALAM
912
Asahi Life Asset Management
Japan
$477K +$625K +2,955 New
TF
913
TLWM Financial
Texas
$475K +$9.94K +47 +2%
LFAS
914
Level Four Advisory Services
Texas
$471K -$85.5K -404 -12%
NBG
915
Nancy B. Gardiner
$470K – – –
PCM
916
Parsons Capital Management
Rhode Island
$468K +$80.4K +380 +15%
BAM
917
Berkshire Asset Management
Pennsylvania
$466K -$59K -279 -9%
EWM
918
Evercore Wealth Management
New York
$465K -$478K -2,262 -44%
AF
919
Advisornet Financial
Minnesota
$464K +$459K +2,169 +308%
WB
920
Webster Bank
Connecticut
$463K – – –
SAM
921
Sompo Asset Management
Japan
$461K -$514K -2,430 -46%
HFS
922
Howard Financial Services
Texas
$460K +$603K +2,853 New
SNT
923
Security National Trust
West Virginia
$459K -$31.7K -150 -5%
DA
924
Doliver Advisors
Texas
$456K +$264K +1,247 +79%
PI
925
Pettee Investors
Connecticut
$454K -$74K -350 -11%
35 36
37
38 39