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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Mission Wealth Management
California
$350K +$76.4K +266 +26%
AA
1027
Alta Advisers
United Kingdom
$350K +$373K +1,300 New
PS
1028
Portfolio Strategies
New York
$349K -$9.77K -34 -3%
TTWM
1029
TCV Trust & Wealth Management
Virginia
$349K +$2.3K +8 +0.6%
AAS
1030
Ameritas Advisory Services
Nebraska
$349K +$6.03K +21 +2%
EAM
1031
Empirical Asset Management
Massachusetts
$349K +$372K +1,296 New
PCM
1032
Princeton Capital Management
New Jersey
$349K +$372K +1,296 New
PBO
1033
Peoples Bank (Ohio)
Ohio
$348K -$115K -400 -24%
IAN
1034
Integrated Advisors Network
Texas
$347K -$350K -1,217 -49%
GWSG
1035
GPS Wealth Strategies Group
Colorado
$346K -$6.61K -23 -2%
AF
1036
Alerus Financial
North Dakota
$345K -$29.6K -103 -7%
CI
1037
CX Institutional
Indiana
$345K -$20.7K -72 -5%
MG
1038
Meritage Group
California
$344K +$366K +1,276 New
EP
1039
Eudaimonia Partners
Tennessee
$339K -$433K -1,509 -55%
ACM
1040
Advisors Capital Management
New Jersey
$338K -$94.5K -329 -24%
EF
1041
Empirical Finance
Pennsylvania
$337K – – –
LI
1042
LMCG Investments
Massachusetts
$337K +$45.1K +157 +14%
THWM
1043
Taylor Hoffman Wealth Management
Virginia
$336K – – –
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$331K -$25.6K -89 -7%
IGWM
1045
ICA Group Wealth Management
Colorado
$331K +$84.4K +294 +31%
AWM
1046
Atticus Wealth Management
Florida
$330K – – –
DMBA
1047
Deseret Mutual Benefit Administrators
Utah
$329K -$90.5K -315 -20%
CF
1048
Corrigan Financial
Rhode Island
$328K +$147K +513 +73%
MG
1049
Mather Group
Illinois
$327K -$58.9K -205 -14%
VWA
1050
V Wealth Advisors
Kansas
$326K -$317K -1,104 -48%
40 41
42
43 44