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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1826
Massachusetts Wealth Management
Massachusetts
$1.92M -$16.3K -50 -0.9%
PWM
1827
Pines Wealth Management
North Carolina
$1.91M +$135K +414 +8%
ACMA
1828
Arbor Capital Management (Alaska)
Alaska
$1.91M -$222K -683 -11%
KWM
1829
Keebeck Wealth Management
Illinois
$1.91M +$215K +662 +14%
TWP
1830
Triad Wealth Partners
Kansas
$1.9M +$496K +1,524 +37%
AIM
1831
Athena Investment Management
California
$1.9M -$193K -594 -10%
LOPW
1832
Live Oak Private Wealth
North Carolina
$1.9M -$39.7K -122 -2%
AFC
1833
AFT Forsyth & Company
Florida
$1.9M -$184K -565 -10%
CWMP
1834
Clarion Wealth Managment Partners
Virginia
$1.9M +$3.58K +11 +0.2%
DG
1835
Dala Group
Illinois
$1.89M -$117K -360 -6%
EA
1836
Emerald Advisors
Washington
$1.89M +$112K +344 +7%
UB
1837
Umpqua Bank
Oregon
$1.88M -$211K -648 -11%
HAS
1838
HBW Advisory Services
California
$1.88M +$129K +398 +8%
VP
1839
Verum Partners
North Carolina
$1.88M +$424K +1,302 +32%
PA
1840
Prairie Advisory
Kansas
$1.88M +$1.73M +5,332 New
YP
1841
YANKCOM Partnership
South Dakota
$1.88M +$77.4K +238 +5%
AWM
1842
Atticus Wealth Management
Florida
$1.88M -$52.7K -162 -3%
AAG
1843
Asset Advisory Group
New Jersey
$1.88M -$23.4K -72 -1%
FMTC
1844
Farmers & Merchants Trust Company
California
$1.87M -$7.48K -23 -0.4%
SWP
1845
Summit Wealth Partners
Florida
$1.87M -$86.9K -267 -5%
SDAM
1846
Shulman DeMeo Asset Management
New York
$1.87M -$20.8K -64 -1%
IWA
1847
Invera Wealth Advisors
Oregon
$1.86M +$294K +904 +21%
RSA
1848
River Street Advisors
Illinois
$1.86M +$87.2K +268 +5%
TAM
1849
Todd Asset Management
Kentucky
$1.86M – – –
CGF
1850
Constant Guidance Financial
Massachusetts
$1.86M +$293K +900 +21%
72 73
74
75 76