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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2126
Montz Harcus Wealth Management
Louisiana
$473K +$5.43K +90 +1%
ARC
2127
Advisor Resource Council
Texas
$472K +$13.3K +220 +3%
LFG
2128
Lockerman Financial Group
California
$472K +$6.28K +104 +1%
EIG
2129
Ellenbecker Investment Group
Wisconsin
$471K +$12.3K +203 +3%
FWM
2130
FSA Wealth Management
Massachusetts
$471K +$4.77K +79 +1%
CS
2131
Capital Square
Tennessee
$470K -$10K -166 -2%
CG
2132
Clarus Group
Texas
$470K +$3.74K +62 +0.8%
EM
2133
ELCO Management
New York
$470K -$9.06K -150 -2%
CD
2134
Chapin Davis
Maryland
$469K +$445K +7,376 New
MTIC
2135
Missouri Trust & Investment Company
Missouri
$469K -$48.3K -800 -10%
CIG
2136
Cascade Investment Group
Colorado
$469K +$445K +7,368 New
SC
2137
SRB Corp
Massachusetts
$468K +$443K +7,346 New
FW
2138
FirstPurpose Wealth
Utah
$468K +$35.3K +584 +9%
SMA
2139
Sage Mountain Advisors
Georgia
$468K +$20.2K +334 +5%
KFA
2140
Kapstone Financial Advisors
Ohio
$467K +$467K +7,743 New
MGIA
2141
Matthew Goff Investment Advisor
Texas
$466K – – –
WMS
2142
Wealth Management Solutions
Pennsylvania
$466K +$6.4K +106 +1%
WA
2143
Wealth Architects
California
$466K -$30.5K -506 -6%
ACP
2144
Aviance Capital Partners
Florida
$465K +$9.42K +156 +2%
RP
2145
Riverbridge Partners
Minnesota
$465K – – –
BCB
2146
Brian C. Broderick
$463K – – –
LWM
2147
Lyell Wealth Management
California
$462K +$16.6K +275 +4%
NP
2148
Ninepoint Partners
Ontario, Canada
$462K – – –
TFA
2149
Triad Financial Advisors
North Carolina
$462K +$13.2K +218 +3%
BA
2150
Birinyi Associates
Connecticut
$461K -$130K -2,150 -23%
84 85
86
87 88