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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1201
TD Capital Management
Tennessee
$71K +$81.3K +1,849 New
CA
1202
Continuum Advisory
Idaho
$69K -$13.7K -311 -0.8%
EIM
1203
Essex Investment Management
Massachusetts
$68K – – –
VWM
1204
Valley Wealth Managers
New Jersey
$68K +$53.6K +1,219 +221%
CT
1205
Clearstead Trust
Maine
$68K +$77.2K +1,756 New
LFG
1206
Larson Financial Group
Missouri
$67K -$1.76K -40 -2%
SCM
1207
Silvant Capital Management
Georgia
$67K – – –
HGERS
1208
Householder Group Estate & Retirement Specialist
Arizona
$66K +$75.7K +1,722 New
WWMSC
1209
Wagner Wealth Management (South Carolina)
South Carolina
$63K -$70.3K -1,599 -49%
ZB
1210
Zions Bancorporation
Utah
$62K +$3.47K +79 +5%
MSE
1211
MUFG Securities EMEA
United Kingdom
$62K +$3.52K +80 +5%
ADL
1212
Asset Dedication LLC
California
$62K +$74.6K +1,697 New
MCC
1213
Money Concepts Capital
Florida
$61K +$10.2K +231 +17%
GFPC
1214
Global Financial Private Client
Florida
$58.8K – – –
SWA
1215
SOA Wealth Advisors
New York
$58K – – –
JWA
1216
JFS Wealth Advisors
Pennsylvania
$58K +$21.7K +494 +49%
IFAM
1217
Institutional & Family Asset Management
Colorado
$57K – – –
OIA
1218
Optimum Investment Advisors
Illinois
$57K +$923 +21 +1%
FP
1219
Financial Perspectives
Minnesota
$56.9K -$21.1K -480 -25%
WPA
1220
West Paces Advisors
Georgia
$56.4K – – –
TFGT
1221
TS Financial Group (TSFG)
Illinois
$56K -$6.33K -144 -9%
PMFA
1222
Plante Moran Financial Advisors
Michigan
$56K +$264 +6 +0.4%
JMF
1223
Johnson Midwest Financial
Iowa
$55K – – –
MPWT
1224
MassMutual Private Wealth & Trust
Connecticut
$55K +$6.55K +149 +12%
WB
1225
West Bancorporation
Iowa
$54K +$61.7K +1,404 New
47 48
49
50 51