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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1101
44 Wealth Management
Oregon
$211K +$213K +731 New
FWM
1102
Fairhaven Wealth Management
Illinois
$210K – – –
HCM
1103
HMS Capital Management
Tennessee
$209K +$211K +722 New
EWA
1104
EP Wealth Advisors
California
$208K +$209K +718 New
APP
1105
Avantax Planning Partners
Iowa
$207K +$209K +716 New
CMO
1106
Covenant Multifamily Offices
Texas
$205K +$207K +709 New
MGIA
1107
Moneta Group Investment Advisors
Missouri
$204K +$206K +706 New
WPW
1108
Waldron Private Wealth
Pennsylvania
$203K -$16K -55 -7%
SCM
1109
Schnieders Capital Management
California
$203K +$205K +703 New
CF
1110
Corrigan Financial
Rhode Island
$203K +$205K +702 New
IF
1111
Ironwood Financial
Arizona
$202K – – –
FIM
1112
Fernwood Investment Management
Massachusetts
$202K +$204K +700 New
FAB
1113
First American Bank
Illinois
$202K +$204K +700 New
AFM
1114
Andesa Financial Management
Pennsylvania
$201K +$202K +693 New
GSEP
1115
Golden State Equity Partners
California
$200K +$202K +692 New
HHGA
1116
Halbert Hargrove Global Advisors
California
$200K +$202K +693 New
EAM
1117
Eukles Asset Management
Ohio
$198K +$200K +685 New
MCA
1118
Mercer Capital Advisers
New Jersey
$193K -$25.9K -89 -12%
PK
1119
Pflug Koory
Nebraska
$186K – – –
MPWT
1120
MassMutual Private Wealth & Trust
Connecticut
$182K +$15.7K +54 +9%
AF
1121
Allworth Financial
California
$178K +$1.46K +5 +0.8%
CWC
1122
Carolinas Wealth Consulting
North Carolina
$175K +$24.2K +83 +16%
ACA
1123
Atlas Capital Advisors
Wyoming
$173K +$5.25K +18 +3%
JWM
1124
Janiczek Wealth Management
Colorado
$169K +$11.7K +40 +7%
FWM
1125
FFT Wealth Management
Pennsylvania
$164K +$165K +566 New
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