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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1801
HCR Wealth Advisors
California
$755K +$204K +3,591 +39%
TSW
1802
Thompson Siegel & Walmsley
Virginia
$755K -$51.1K -900 -7%
S
1803
SimplyRich
California
$754K -$30.7K -541 -4%
LIM
1804
Letson Investment Management
Georgia
$754K +$727K +12,793 New
FPWM
1805
FSB Premier Wealth Management
Iowa
$753K +$24K +423 +3%
CRC
1806
Curi RMB Capital
Illinois
$752K -$189K -3,328 -21%
AWAG
1807
ARS Wealth Advisors Group
Florida
$752K +$183K +3,226 +34%
SC
1808
Searle & Co
Connecticut
$749K +$213K +3,742 +42%
AFP
1809
Ausdal Financial Partners
Iowa
$749K -$14.9K -262 -2%
BFA
1810
Buttonwood Financial Advisors
Maryland
$748K +$625 +11 +0.1%
DFA
1811
Delta Financial Advisors
Louisiana
$746K -$104K -1,839 -13%
FAM
1812
Formidable Asset Management
Ohio
$744K -$14.9K -262 -2%
HCP
1813
Hexagon Capital Partners
Arkansas
$744K +$84.9K +1,495 +13%
EB
1814
Eastern Bank
Massachusetts
$743K +$13K +229 +2%
CFS
1815
Commonwealth Financial Services
West Virginia
$743K -$25.8K -455 -3%
SCM
1816
Spreng Capital Management
Ohio
$742K -$74K -1,303 -9%
MA
1817
MBA Advisors
Pennsylvania
$738K +$9.03K +159 +1%
MFF
1818
Mango Five Family
Nevada
$738K +$711K +12,523 New
RFA
1819
Register Financial Advisors
Georgia
$736K -$30K -528 -4%
WFM
1820
Wolff Financial Management
Michigan
$736K -$7.5K -132 -1%
MG
1821
Marex Group
$736K +$709K +12,488 New
SFG
1822
SevenBridge Financial Group
Pennsylvania
$736K – – –
MIP
1823
Marietta Investment Partners
Wisconsin
$736K -$22.7K -400 -3%
MFG
1824
Mainsail Financial Group
Washington
$736K +$85.1K +1,499 +14%
CCWM
1825
Correct Capital Wealth Management
Missouri
$735K +$708K +12,472 New
71 72
73
74 75