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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Manske Wealth Management
Texas
$200K – – –
SWM
1802
SHP Wealth Management
Massachusetts
$200K +$202K +471 New
TFA
1803
Transamerica Financial Advisors
Florida
$200K +$80.5K +188 +67%
BGAI
1804
Bruce G. Allen Investments
Colorado
$196K -$22.3K -52 -10%
GWS
1805
Greykasell Wealth Strategies
California
$193K -$24.4K -57 -11%
UFF
1806
USA Financial Formulas
Michigan
$189K -$211K -493 -53%
GBT
1807
Grove Bank & Trust
Florida
$188K +$3K +7 +2%
DMBA
1808
Deseret Mutual Benefit Administrators
Utah
$187K -$8.57K -20 -4%
TFM
1809
TFC Financial Management
Massachusetts
$186K +$77.1K +180 +70%
RFP
1810
Root Financial Partners
California
$186K -$33.8K -79 -15%
CAL
1811
Capital Advisors Ltd
Ohio
$185K +$4.28K +10 +2%
SWA
1812
SOA Wealth Advisors
New York
$183K -$18K -42 -9%
CTC
1813
Cetera Trust Company
Minnesota
$182K – – –
MA
1814
Montag & Associates
Georgia
$181K +$117K +272 +179%
GWM
1815
Geneos Wealth Management
Colorado
$177K -$3.85K -9 -2%
MB
1816
MidFirst Bank
Oklahoma
$174K +$184K +430 New
MWA
1817
Medallion Wealth Advisors
Connecticut
$173K – – –
SL
1818
Salomon & Ludwin
Virginia
$171K -$12.9K -30 -7%
BC
1819
Broadwater Capital
Massachusetts
$171K – – –
BSB
1820
Bangor Savings Bank
Maine
$164K – – –
WA
1821
Westfuller Advisors
New York
$163K – – –
MA
1822
MCF Advisors
Kentucky
$161K +$99.8K +233 +162%
CB
1823
CNB Bank
Pennsylvania
$160K -$39.4K -92 -20%
PB
1824
Prosperity Bancshares
Texas
$158K +$159K +371 New
CTA
1825
Colonial Trust Advisors
South Carolina
$155K +$60K +140 +63%
71 72
73
74 75