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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
976
Forvis Mazars Wealth Advisors
Missouri
$737K +$16.6K +64 +2%
IPW
977
Impact Partnership Wealth
Georgia
$736K +$706K +2,721 New
KFS
978
Kurt F. Somerville
$736K – – –
TAFW
979
Tred Avon Family Wealth
Maryland
$735K +$259 +1 +0%
OIA
980
OneDigital Investment Advisors
Kansas
$731K -$142K -546 -17%
TAM
981
Todd Asset Management
Kentucky
$730K – – –
CHAM
982
Clear Harbor Asset Management
Connecticut
$728K -$55.5K -214 -7%
MWA
983
Midland Wealth Advisors
Illinois
$725K -$6.49K -25 -0.9%
PTC
984
Private Trust Company
Ohio
$723K -$39.7K -153 -5%
KA
985
Kovack Advisors
Florida
$723K +$30.6K +118 +5%
MCM
986
Manchester Capital Management
Vermont
$722K +$6.75K +26 +1%
GCP
987
GSA Capital Partners
United Kingdom
$722K -$662K -2,553 -49%
LF
988
LifeSteps Financial
California
$720K +$519 +2 +0.1%
CI
989
Cigna Investments
Connecticut
$719K -$6.23K -24 -0.9%
KWA
990
Kingswood Wealth Advisors
California
$716K -$17.9K -69 -3%
SBFM
991
S-Bank Fund Management
Finland
$714K +$685K +2,641 New
NCM
992
Northside Capital Management
Oregon
$705K – – –
WIC
993
Wilkins Investment Counsel
Massachusetts
$704K – – –
BMWS
994
Brady Martz Wealth Solutions
North Dakota
$703K +$1.82K +7 +0.3%
AWA
995
ARQ Wealth Advisors
Arizona
$701K – – –
N
996
Numerai
California
$699K +$671K +2,586 New
LI
997
LMCG Investments
Massachusetts
$699K – – –
SFP
998
Shepherd Financial Partners
Massachusetts
$698K +$10.1K +39 +2%
BRM
999
Boston Research & Management
Massachusetts
$698K – – –
CFM
1000
Compass Financial Management
Florida
$697K +$668K +2,574 New
38 39
40
41 42