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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Madison Wealth Management
Ohio
$406K – – –
AWMF
1027
Arbor Wealth Management (Florida)
Florida
$405K -$40.6K -203 -11%
VWA
1028
Visionary Wealth Advisors
Illinois
$405K -$27.8K -139 -8%
MCM
1029
MAI Capital Management
Ohio
$403K +$18.6K +93 +6%
VVP
1030
Venture Visionary Partners
Ohio
$403K +$321K +1,604 New
MWM
1031
Mission Wealth Management
California
$401K -$49K -245 -13%
QCG
1032
Quadrant Capital Group
Ohio
$401K -$6K -30 -2%
TH
1033
TCTC Holdings
Texas
$398K – – –
LA
1034
Legacy Advisors
Pennsylvania
$397K – – –
APP
1035
Avantax Planning Partners
Iowa
$396K -$39.4K -197 -11%
AWM
1036
Altavista Wealth Management
North Carolina
$396K – – –
FI
1037
FormulaFolio Investments
Michigan
$396K +$315K +1,576 New
FB
1038
Fulton Bank
Pennsylvania
$395K -$9.6K -48 -3%
CG
1039
Corundum Group
Colorado
$395K +$7.6K +38 +2%
CFG
1040
Citizens Financial Group
Rhode Island
$392K -$33.6K -168 -10%
SYBT
1041
Stock Yards Bank & Trust
Kentucky
$392K -$1.4K -7 -0.4%
HMS
1042
Hanseatic Management Services
New Mexico
$392K +$312K +1,560 New
BJL
1043
Brighton Jones LLC
Washington
$389K +$309K +1,546 New
SCM
1044
Stevens Capital Management
Pennsylvania
$388K +$308K +1,542 New
GWS
1045
Glassman Wealth Services
Virginia
$387K +$25.4K +127 +9%
FNBT
1046
FineMark National Bank & Trust
Florida
$386K +$12K +60 +4%
EWM
1047
Evercore Wealth Management
New York
$384K +$2.4K +12 +0.8%
CA
1048
Cambridge Advisors
Nebraska
$383K -$3K -15 -1%
BFA
1049
Bragg Financial Advisors
North Carolina
$381K +$8K +40 +3%
FWM
1050
Frontier Wealth Management
Missouri
$380K +$302K +1,509 New
40 41
42
43 44