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Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1076
MassMutual Private Wealth & Trust
Connecticut
$161K +$10.4K +40 +7%
CFO
1077
CVA Family Office
Colorado
$161K +$97.3K +375 +188%
JWM
1078
Janiczek Wealth Management
Colorado
$153K +$41.3K +159 +41%
VRM
1079
Vectors Research Management
New York
$151K -$6.75K -26 -5%
CWC
1080
Carolinas Wealth Consulting
North Carolina
$146K +$16.6K +64 +14%
WP
1081
WealthShield Partners
North Carolina
$144K -$83K -320 -38%
RAM
1082
Riggs Asset Management
Pennsylvania
$140K – – –
GCM
1083
Gables Capital Management
Florida
$137K – – –
IBOK
1084
Independence Bank of Kentucky
Kentucky
$134K -$4.41K -17 -3%
LAM
1085
Lountzis Asset Management
Pennsylvania
$133K – – –
PCFFS
1086
Pacific Center for Financial Services
California
$133K – – –
SWA
1087
SOA Wealth Advisors
New York
$133K – – –
SWG
1088
Summit Wealth Group
Vermont
$131K +$122K +469 New
HWMA
1089
Heritage Wealth Management (Arizona)
Arizona
$127K +$117K +452 New
SFO
1090
Standard Family Office
South Dakota
$125K -$24.9K -96 -18%
HFA
1091
Hoover Financial Advisors
Pennsylvania
$122K +$2.08K +8 +2%
EFSCE
1092
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$5.45K +21 +5%
LC
1093
Lindbrook Capital
California
$119K +$41K +158 +59%
CFA
1094
Carroll Financial Associates
North Carolina
$115K -$11.9K -46 -10%
PCH
1095
PGIM Custom Harvest
New Jersey
$114K – – –
FMP
1096
Financial Management Professionals
Texas
$106K +$30.9K +119 +46%
AIM
1097
Anchor Investment Management
South Carolina
$105K – – –
GAM
1098
Grandview Asset Management
Pennsylvania
$105K +$97.5K +376 New
PCG
1099
Private Capital Group
Connecticut
$104K -$268K -1,034 -74%
WWM
1100
Wolff Wiese Magana
California
$103K -$7.78K -30 -8%
42 43
44
45 46