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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2501
McDaniel Terry & Co
Texas
$712K -$40.7K -107 -6%
W
2502
Wealthquest
Ohio
$710K -$79.6K -209 -11%
FFA
2503
Fragasso Financial Advisors
Pennsylvania
$709K -$74.2K -195 -10%
WA
2504
WESPAC Advisors
California
$707K – – –
ACH
2505
ArrowMark Colorado Holdings
Colorado
$706K -$138K -363 -18%
CCM
2506
Campbell Capital Management
Florida
$706K – – –
SWM
2507
Sculati Wealth Management
Michigan
$704K -$12.2K -32 -2%
MCP
2508
Mirador Capital Partners
California
$702K -$5.71K -15 -0.9%
ICP
2509
Interchange Capital Partners
Pennsylvania
$698K -$776K -2,039 -55%
CI
2510
Chartist Inc
California
$698K +$66.6K +175 +12%
SCA
2511
Sippican Capital Advisors
Massachusetts
$697K -$1.9K -5 -0.3%
GC
2512
Garde Capital
Washington
$696K +$381 +1 +0.1%
P
2513
&Partners
Tennessee
$696K +$4.19K +11 +0.7%
RB
2514
Renasant Bank
Mississippi
$696K +$16.4K +43 +3%
SICM
2515
Sustainable Insight Capital Management
New York
$690K -$105K -276 -14%
TWP
2516
Tempus Wealth Planning
California
$690K – – –
KCFA
2517
Key Client Fiduciary Advisors
New Jersey
$689K +$632K +1,661 New
MA
2518
MONECO Advisors
Connecticut
$688K +$46.4K +122 +7%
WC
2519
Weil Company
California
$687K +$9.9K +26 +2%
SWM
2520
SFG Wealth Management
Maryland
$687K +$630K +1,655 New
SL
2521
Salomon & Ludwin
Virginia
$686K +$249K +655 +66%
AWMF
2522
Arbor Wealth Management (Florida)
Florida
$685K +$186K +488 +42%
IWA
2523
IVC Wealth Advisors
Pennsylvania
$683K -$3.43K -9 -0.5%
EA
2524
Emerald Advisers
Pennsylvania
$679K – – –
PWM
2525
PRW Wealth Management
Massachusetts
$679K – – –
99 100
101
102 103