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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1401
Mayflower Financial Advisors
Massachusetts
$266K -$11K -43 -4%
PAG
1402
Paladin Advisory Group
Iowa
$266K -$7.2K -28 -3%
FMLI
1403
Fukoku Mutual Life Insurance
Japan
$265K +$274K +1,067 New
FFG
1404
Fiduciary Financial Group
California
$264K -$60.6K -236 -17%
PF
1405
Phoenix Financial
Israel
$263K +$53.2K +207 +24%
IFWM
1406
Institute for Wealth Management
Colorado
$263K – – –
JFL
1407
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K – – –
AWM
1408
Affinity Wealth Management
Delaware
$262K +$9.76K +38 +4%
PCA
1409
Prosperity Capital Advisors
Ohio
$259K -$7.71K -30 -3%
FCH
1410
Freestone Capital Holdings
Washington
$259K +$22.1K +86 +9%
AA
1411
Advisory Alpha
Michigan
$259K +$268K +1,043 New
BP
1412
Broadleaf Partners
Ohio
$259K -$11K -43 -4%
OPTFSNA
1413
Old Point Trust & Financial Services N A
Virginia
$258K – – –
VWA
1414
Visionary Wealth Advisors
Illinois
$258K -$7.45K -29 -3%
W
1415
Wealthquest
Ohio
$257K +$2.83K +11 +1%
TI
1416
Truepoint Inc
Ohio
$257K -$9.51K -37 -3%
FPW
1417
Flywheel Private Wealth
California
$257K – – –
GJWM
1418
Gilliland Jeter Wealth Management
Arkansas
$256K +$771 +3 +0.3%
BFG
1419
Berger Financial Group
Minnesota
$256K -$257 -1 -0.1%
AF
1420
Advisornet Financial
Minnesota
$255K -$12.6K -49 -5%
FH
1421
FWG Holdings
Florida
$255K – – –
CC
1422
Courier Capital
New York
$254K – – –
TCA
1423
Transcend Capital Advisors
New Jersey
$254K +$33.9K +132 +15%
QPW
1424
Quantum Private Wealth
Florida
$253K – – –
BWM
1425
Baron Wealth Management
Michigan
$252K +$26.7K +104 +11%
55 56
57
58 59