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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Strategic Wealth Advisors
Arizona
$1K – – –
MFP
602
Meramec Financial Planners
Missouri
$968 – – –
KG
603
Kilter Group
New York
$931 -$323 -31 -25%
HWP
604
Highline Wealth Partners
California
$921 – – –
FNWA
605
Financial Network Wealth Advisors
Utah
$801 +$832 +80 New
MCM
606
Manchester Capital Management
Vermont
$791 – – –
ECA
607
Elevated Capital Advisors
Utah
$781 – – –
KFA
608
Kelleher Financial Advisors
New York
$741 – – –
PMFA
609
Plante Moran Financial Advisors
Michigan
$731 – – –
CB
610
Centennial Bank
Arkansas
$711 – – –
WA
611
WPG Advisers
Maryland
$701 – – –
FUBT
612
First United Bank & Trust
Maryland
$701 +$728 +70 New
NWS
613
Nvest Wealth Strategies
Ohio
$601 – – –
HWA
614
HHM Wealth Advisors
Tennessee
$591 – – –
ACA
615
American Capital Advisory
Idaho
$561 – – –
PAI
616
Pittenger & Anderson Inc
Nebraska
$529 – – –
PMIM
617
Prudent Man Investment Management
Colorado
$506 – – –
HI
618
Hoey Investments
Pennsylvania
$461 – – –
HIW
619
Holos Integrated Wealth
Pennsylvania
$395 – – –
RJA
620
Ross\Johnson & Associates
Minnesota
$300 – – –
ACM
621
Anfield Capital Management
California
$200 – – –
TCM
622
Triumph Capital Management
Colorado
$180 +$187 +18 New
PIS
623
POM Investment Strategies
North Carolina
$100 -$52 -5 -33%
B
624
Bayban
Minnesota
$80 – – –
DWM
625
Darwin Wealth Management
Florida
$58 +$52 +5 New