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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2626
Red Door Wealth Management
Tennessee
$468K +$132K +255 +40%
UAG
2627
United Advisor Group
Ohio
$468K +$17.6K +34 +4%
FBFS
2628
First Business Financial Services
Wisconsin
$466K – – –
MWM
2629
Mosley Wealth Management
California
$466K +$36.2K +70 +9%
AWG
2630
Altus Wealth Group
Colorado
$463K +$3.11K +6 +0.7%
CLOS
2631
Compagnie Lombard Odier SCmA
Switzerland
$463K +$11.9K +23 +3%
ST
2632
Somerset Trust
Pennsylvania
$463K -$6.73K -13 -1%
LFG
2633
Lockerman Financial Group
California
$462K -$518 -1 -0.1%
HI
2634
Hudock Inc
Pennsylvania
$462K -$1.03K -2 -0.2%
FAN
2635
Financial Advisors Network
California
$459K +$451K +872 New
BBA
2636
Braun-Bostich & Associates
Pennsylvania
$459K +$2.07K +4 +0.5%
RW
2637
RVW Wealth
California
$457K -$33.6K -65 -7%
CWM
2638
Campbell Wealth Management
Virginia
$457K +$144K +279 +47%
TC
2639
Trilogy Capital
California
$457K -$13.5K -26 -3%
ACM
2640
Avalon Capital Management
California
$457K – – –
MWP
2641
Meriwether Wealth & Planning
Louisiana
$457K +$449K +867 New
MAM
2642
Milestone Asset Management
Pennsylvania
$455K +$49.2K +95 +12%
FAM
2643
Fairtree Asset Management
South Africa
$455K +$447K +864 New
WH
2644
Willner & Heller
California
$454K +$21.2K +41 +5%
AFW
2645
Avantra Family Wealth
Pennsylvania
$453K +$446K +861 New
IUHSA
2646
Itau Unibanco Holding S.A.
Brazil
$453K +$344K +664 +339%
VCM
2647
Vision Capital Management
Oregon
$452K – – –
IEFM
2648
IQ EQ Fund Management
Ireland
$452K -$27.4K -53 -6%
PWP
2649
Perfromance Wealth Partners
Illinois
$449K -$23.3K -45 -5%
FFC
2650
First Financial Corp
Indiana
$449K -$3.11K -6 -0.7%
104 105
106
107 108