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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Woodmont Investment Counsel
Tennessee
$621K -$34.4K -140 -6%
PJWM
1002
Philip James Wealth Mangement
Georgia
$621K +$583K +2,370 New
PP
1003
Patron Partners
Texas
$618K +$7.87K +32 +1%
TSWM
1004
Tyler-Stone Wealth Management
Ohio
$618K +$290K +1,179 +100%
WG
1005
Winton Group
United Kingdom
$617K +$579K +2,353 New
LWAM
1006
Legacy Wealth Asset Management
Minnesota
$614K +$3.94K +16 +0.7%
WWM
1007
Western Wealth Management
Colorado
$614K -$6.4K -26 -1%
JIC
1008
Joel Isaacson & Co
New York
$612K +$40.8K +166 +8%
BIA
1009
BHK Investment Advisors
Alabama
$611K -$3.2K -13 -0.6%
SB
1010
Strategic Blueprint
Georgia
$609K -$19.9K -81 -3%
ACM
1011
Advisors Capital Management
New Jersey
$608K +$101K +410 +21%
HFAS
1012
Hummer Financial Advisory Services
Illinois
$606K -$36.9K -150 -6%
CGL
1013
Clarius Group LLC
Washington
$605K -$14.5K -59 -2%
KWM
1014
Keebeck Wealth Management
Illinois
$604K – – –
FDS
1015
Freedom Day Solutions
Texas
$604K – – –
CC
1016
Callan Capital
California
$604K +$2.21K +9 +0.4%
ACA
1017
Anchor Capital Advisors
Massachusetts
$603K -$77.3K -314 -12%
EWS
1018
Eagle Wealth Strategies
New Jersey
$603K – – –
IPW
1019
Inlet Private Wealth
Florida
$603K – – –
ZF
1020
Zhang Financial
Michigan
$593K +$246 +1 +0%
PMSA
1021
Patrick M. Sweeney & Associates
Illinois
$593K +$8.86K +36 +2%
DCM
1022
Donaldson Capital Management
Indiana
$592K -$18.2K -74 -3%
FFO
1023
Fiduciary Family Office
Florida
$591K +$555K +2,257 New
SFG
1024
SevenBridge Financial Group
Pennsylvania
$590K – – –
HIP
1025
HUB Investment Partners
Texas
$588K +$19.4K +79 +4%
39 40
41
42 43