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Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
2226
Horizon Family Wealth
Illinois
$699K -$34.8K -440 -5%
SWK
2227
Stephen W. Kidder
$699K – – –
FFA
2228
Florida Financial Advisors
Florida
$699K -$79.8K -1,011 -11%
PB
2229
Prosperity Bancshares
Texas
$698K +$202K +2,561 +43%
CP
2230
Castleview Partners
Texas
$695K +$133K +1,678 +24%
SA
2231
SRH Advisors
Kansas
$694K +$68.6K +868 +11%
MIP
2232
Marietta Investment Partners
Wisconsin
$693K – – –
3F
2233
360 Financial
Minnesota
$693K +$3.16K +40 +0.5%
HCWM
2234
Hidden Cove Wealth Management
Washington
$693K +$53.9K +683 +9%
CIA
2235
Cladis Investment Advisory
Montana
$692K +$79 +1 +0%
EC
2236
EntryPoint Capital
New York
$692K -$813K -10,289 -55%
GLLW
2237
Graves Light Lenhart Wealth
Virginia
$691K +$31.6K +400 +5%
WMWM
2238
Wilkins Miller Wealth Management
Alabama
$691K +$1.19K +15 +0.2%
MHC
2239
May Hill Capital
Massachusetts
$690K +$66.3K +839 +11%
BWM
2240
BlackDiamond Wealth Management
New York
$690K +$17K +215 +3%
AIA
2241
AssuredPartners Investment Advisors
Florida
$689K +$55.5K +703 +9%
AFM
2242
Armstrong Fleming & Moore
District of Columbia
$688K – – –
DT
2243
DV Trading
Illinois
$688K +$400K +5,060 +149%
CNB
2244
Camden National Bank
Maine
$687K +$22.4K +284 +3%
RFA
2245
Rollins Financial Advisors
New York
$687K -$395K -4,997 -37%
1WA
2246
180 Wealth Advisors
Washington
$687K +$19.8K +251 +3%
TFO
2247
Tarbox Family Office
California
$686K – – –
YIM
2248
Yoffe Investment Management
Pennsylvania
$685K – – –
NA
2249
Navellier & Associates
Nevada
$684K -$239K -3,025 -26%
W
2250
Wealthquest
Ohio
$681K +$62K +785 +10%
88 89
90
91 92