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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1351
MBM Wealth Consultants
Missouri
$484K +$509K +2,565 New
WCM
1352
Weld Capital Management
New York
$484K +$510K +2,567 New
KPW
1353
Kore Private Wealth
New York
$482K +$508K +2,556 New
HPWM
1354
Highland Private Wealth Management
Washington
$481K +$32.4K +163 +7%
CIA
1355
Capital Investment Advisors
Georgia
$480K +$31K +156 +7%
PMFA
1356
Plante Moran Financial Advisors
Michigan
$479K -$31.2K -157 -6%
IIA
1357
IPG Investment Advisors
California
$477K +$155K +783 +45%
SLF
1358
Sun Life Financial
Ontario, Canada
$475K +$2.98K +15 +0.6%
1WA
1359
180 Wealth Advisors
Washington
$473K – – –
GW
1360
GW & Wade
Massachusetts
$471K +$139K +701 +39%
MFBTD
1361
MB Financial Bank - Trust Department
Illinois
$470K -$144K -723 -22%
APP
1362
Avantax Planning Partners
Iowa
$468K +$48.1K +242 +11%
FWM
1363
Foresight Wealth Management
Utah
$468K +$493K +2,483 New
GRP
1364
Global Retirement Partners
California
$467K -$43.3K -218 -8%
QI
1365
Qtron Investments
Massachusetts
$467K +$491K +2,474 New
LSA
1366
L & S Advisors
California
$467K +$492K +2,476 New
SCA
1367
Stonebridge Capital Advisors
Minnesota
$464K +$3.18K +16 +0.7%
FBC
1368
Fairfield, Bush & Co
Connecticut
$463K +$159K +800 +48%
MWM
1369
Mission Wealth Management
California
$462K +$10.1K +51 +2%
BIA
1370
Bigelow Investment Advisors
Maine
$458K – – –
HFM
1371
Hartford Financial Management
Connecticut
$455K -$67.3K -339 -12%
FPCG
1372
Fort Pitt Capital Group
Pennsylvania
$455K +$81K +408 +20%
MCWS
1373
McKinley Carter Wealth Services
West Virginia
$454K -$89.2K -449 -16%
FFWA
1374
FRG Family Wealth Advisors
Washington
$450K -$28.8K -145 -6%
BB
1375
Bell Bank
North Dakota
$449K +$27.6K +139 +6%
53 54
55
56 57