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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1176
Tompkins Financial
New York
$328K -$10.2K -50 -3%
MWM
1177
Meridian Wealth Management
Kentucky
$328K +$292K +1,437 New
MIM
1178
MTM Investment Management
South Carolina
$328K – – –
EFS
1179
Essex Financial Services
Connecticut
$327K -$8.93K -44 -3%
1WA
1180
180 Wealth Advisors
Washington
$327K -$5.28K -26 -2%
CW
1181
CIC Wealth
Maryland
$327K – – –
YIA
1182
YHB Investment Advisors
Connecticut
$327K -$16.2K -80 -5%
OWP
1183
Obermeyer Wealth Partners
Colorado
$326K +$10.4K +51 +4%
MG
1184
Mather Group
Illinois
$326K +$289K +1,425 New
CCG
1185
Cypress Capital Group
Florida
$326K +$5.08K +25 +2%
VCA
1186
Verdence Capital Advisors
Maryland
$324K +$16.2K +80 +6%
CAG
1187
Csenge Advisory Group
Florida
$324K -$155K -762 -35%
NL
1188
NWAM LLC
Washington
$324K -$96.2K -474 -25%
MWM
1189
Madison Wealth Management
Ohio
$324K -$18.3K -90 -6%
ISWM
1190
Independent Solutions Wealth Management
New York
$323K – – –
IWA
1191
Intercontinental Wealth Advisors
Texas
$321K -$156K -767 -35%
PP
1192
Pacifica Partners
Canada
$321K – – –
HCP
1193
Hexagon Capital Partners
Arkansas
$320K -$16.4K -81 -5%
RCG
1194
Regatta Capital Group
California
$320K – – –
CIC
1195
Crawford Investment Counsel
Georgia
$320K -$12.6K -62 -4%
FLI
1196
Family Legacy Inc
South Carolina
$319K – – –
OLVIG
1197
Oliver Lagore Vanvalin Investment Group
Michigan
$318K -$26.6K -131 -9%
SIA
1198
SkyView Investment Advisors
New Jersey
$318K +$37.6K +185 +15%
PK
1199
Pflug Koory
Nebraska
$315K – – –
CAL
1200
Capital Advisors Ltd
Ohio
$315K +$101K +499 +57%
46 47
48
49 50