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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2651
Financial Insights
Washington
$340K +$35K +524 +12%
HPM
2652
Hoxton Planning & Management
West Virginia
$339K -$17.2K -258 -5%
PWM
2653
Palumbo Wealth Management
New York
$337K +$45.5K +682 +17%
EWS
2654
Eagle Wealth Strategies
New Jersey
$337K -$668 -10 -0.2%
TWM
2655
Tanager Wealth Management
United Kingdom
$337K +$23.6K +354 +8%
PCTC
2656
Perkins Coie Trust Company
Washington
$337K – – –
WAM
2657
Wallington Asset Management
Indiana
$336K – – –
VFG
2658
Victory Financial Group
Texas
$336K +$313K +4,687 New
WS
2659
Wela Strategies
Georgia
$336K – – –
CCM
2660
Chiron Capital Management
Florida
$335K -$20K -300 -6%
MPM
2661
MBB Public Markets
Illinois
$335K +$313K +4,680 New
AWM
2662
Avaii Wealth Management
Wisconsin
$335K -$3.61K -54 -1%
HWA
2663
HMV Wealth Advisors
Louisiana
$335K – – –
AWC
2664
Adamsbrown Wealth Consultants
Kansas
$334K -$21.6K -323 -6%
AAM
2665
Augustine Asset Management
Florida
$334K -$935 -14 -0.3%
DCM
2666
DGS Capital Management
New Jersey
$334K +$2.67K +40 +0.9%
VAG
2667
VisionPoint Advisory Group
Texas
$333K +$206K +3,090 +197%
AFG
2668
Albion Financial Group
Utah
$333K -$14.9K -223 -5%
CTB
2669
Country Trust Bank
Illinois
$333K -$11.7K -175 -4%
AI
2670
AXS Investments
New York
$332K -$52.1K -780 -14%
BA
2671
Baugh & Associates
Georgia
$331K +$6.68K +100 +2%
FFA
2672
Fi3 Financial Advisors
Indiana
$331K +$42.2K +632 +16%
MQWP
2673
Morey & Quinn Wealth Partners
Nebraska
$330K +$34.7K +520 +13%
HRC
2674
Hoertkorn Richard Charles
$330K – – –
BWFA
2675
Baltimore-Washington Financial Advisors
Maryland
$329K +$15.2K +228 +5%
105 106
107
108 109