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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
AllSquare Wealth Management
New York
$463K – – –
IWM
1027
IHT Wealth Management
Illinois
$461K +$14.4K +46 +3%
SC
1028
Stephens Consulting
Michigan
$461K -$9.09K -29 -2%
GWM
1029
GDS Wealth Management
Texas
$460K – – –
SSW
1030
Smith Shellnut Wilson
Mississippi
$459K -$2.19K -7 -0.5%
FHA
1031
First Horizon Advisors
Tennessee
$459K +$30.1K +96 +7%
AL
1032
Aspiriant LLC
California
$455K +$89.6K +286 +26%
SOW
1033
State of Wyoming
Wyoming
$453K +$401K +1,280 +1,185%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$452K +$434K +1,386 New
V
1035
VeraBank
Texas
$450K +$2.82K +9 +0.7%
MFA
1036
Mayflower Financial Advisors
Massachusetts
$449K +$24.8K +79 +6%
CG
1037
Caprock Group
Idaho
$444K -$13.2K -42 -3%
EF
1038
Empirical Finance
Pennsylvania
$444K +$34.5K +110 +9%
MPCG
1039
Matrix Private Capital Group
New York
$444K -$3.45K -11 -0.8%
SAM
1040
Sabadell Asset Management
Spain
$443K -$1.43M -4,578 -77%
MWM
1041
Mission Wealth Management
California
$440K +$16.3K +52 +4%
TIA
1042
Tiemann Investment Advisors
California
$437K -$12.5K -40 -3%
FNFDCM
1043
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$434K – – –
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$434K +$31.7K +101 +8%
SEC
1045
Seven Eight Capital
New York
$434K +$417K +1,330 New
AWM
1046
Avior Wealth Management
Nebraska
$434K – – –
SPC
1047
Sigma Planning Corp
Michigan
$427K -$27.9K -89 -6%
PB
1048
Pinnacle Bancorp
Nebraska
$426K – – –
MC
1049
Moors & Cabot
Massachusetts
$425K -$25.4K -81 -6%
SOAMC
1050
Spirit of America Management Corp
New York
$424K -$31.3K -100 -7%
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