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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2051
SRB Corp
Massachusetts
$493K +$36K +159 +8%
CMO
2052
Covenant Multifamily Offices
Texas
$493K +$511K +2,258 New
AWM
2053
Absher Wealth Management
North Carolina
$492K +$476K +2,104 New
CWM
2054
CCG Wealth Management
California
$491K +$52.8K +233 +12%
PFGIA
2055
Patriot Financial Group Insurance Agency
Massachusetts
$491K +$56.6K +250 +13%
CC
2056
Cipher Capital
New York
$491K +$510K +2,250 New
MWM
2057
Mattern Wealth Management
Kansas
$489K +$507K +2,240 New
TVAMP
2058
Tennessee Valley Asset Management Partners
Tennessee
$488K +$453 +2 +0.1%
ATWA
2059
Arbor Trust Wealth Advisors
Michigan
$488K +$506K +2,233 New
CCM
2060
Crabel Capital Management
California
$486K -$225K -994 -31%
SDWIA
2061
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$486K +$72.5K +320 +17%
BWM
2062
Buckley Wealth Management
Nevada
$484K -$6.12K -27 -1%
CFD
2063
Creative Financial Designs
Indiana
$483K -$1.58K -7 -0.3%
AWM
2064
Altus Wealth Management
Kentucky
$483K +$501K +2,210 New
NCM
2065
Northside Capital Management
Oregon
$482K -$22.6K -100 -4%
KWM
2066
Keebeck Wealth Management
Illinois
$482K +$501K +2,211 New
OPTFSNA
2067
Old Point Trust & Financial Services N A
Virginia
$480K +$11.3K +50 +2%
CA
2068
Cornerstone Advisory
Maryland
$480K +$60.7K +268 +14%
PV
2069
Private Vista
Illinois
$479K +$7.47K +33 +2%
GAG
2070
GM Advisory Group
New York
$478K -$159K -704 -24%
AIM
2071
Artemis Investment Management
United Kingdom
$473K -$69M -304,663 -99%
EDRIA
2072
Edmonds Duncan Registered Investment Advisors
Kansas
$473K – – –
CFSG
2073
Community Financial Services Group
Vermont
$473K +$104K +461 +27%
OAM
2074
Oxford Asset Management
United Kingdom
$472K -$15.9M -70,280 -97%
PFG
2075
Piershale Financial Group
Illinois
$472K -$19.7K -87 -4%
81 82
83
84 85