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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
976
First Affirmative Financial Network
Colorado
$716K +$749K +2,751 New
THCM
977
Taylor Hoffman Capital Management
Virginia
$714K -$41.1K -151 -5%
DWM
978
Destination Wealth Management
California
$714K +$747K +2,744 New
NI
979
Natural Investments
California
$714K -$13.6K -50 -2%
LC
980
LCNB Corp
Ohio
$714K – – –
EPW
981
Evolve Private Wealth
California
$710K +$17.4K +64 +2%
KFS
982
Kurt F. Somerville
$708K – – –
TAFW
983
Tred Avon Family Wealth
Maryland
$707K -$122K -450 -14%
KWA
984
Kingswood Wealth Advisors
California
$707K +$12.5K +46 +2%
MWA
985
Midland Wealth Advisors
Illinois
$705K -$94.1K -346 -11%
TAM
986
Todd Asset Management
Kentucky
$703K -$232K -852 -24%
HIC
987
Holderness Investments Company
North Carolina
$703K -$5.44K -20 -0.7%
JSW
988
Journey Strategic Wealth
New Jersey
$699K +$305K +1,122 +72%
LFG
989
Larson Financial Group
Missouri
$698K +$75.1K +276 +11%
CI
990
Cigna Investments
Connecticut
$697K +$4.63K +17 +0.6%
PP
991
PDS Planning
Ohio
$697K -$8.98K -33 -1%
BW
992
BXM Wealth
Colorado
$693K -$5.21M -19,133 -88%
FMWA
993
Forvis Mazars Wealth Advisors
Missouri
$693K -$14.4K -53 -2%
LF
994
LifeSteps Financial
California
$692K +$544 +2 +0.1%
MCM
995
Manchester Capital Management
Vermont
$688K -$15.5K -57 -2%
PF
996
Phoenix Financial
Israel
$688K +$147K +540 +26%
RCAG
997
Rehmann Capital Advisory Group
Michigan
$682K -$194K -712 -21%
NCM
998
Northside Capital Management
Oregon
$678K – – –
WIC
999
Wilkins Investment Counsel
Massachusetts
$677K – – –
TCWA
1000
Turtle Creek Wealth Advisors
Texas
$676K +$88.4K +325 +14%
38 39
40
41 42