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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1751
Perigon Wealth Management
California
$747K +$169K +507 +32%
EP
1752
Eudaimonia Partners
Tennessee
$746K +$37.6K +113 +6%
DJYG
1753
David J. Yvars Group
Florida
$745K +$695K +2,090 New
CB
1754
Cadence Bank
Mississippi
$744K +$3.99K +12 +0.6%
GSWM
1755
Golden State Wealth Management
California
$744K +$283K +851 +69%
WW
1756
Waterfront Wealth
Kansas
$744K +$693K +2,083 New
PWM
1757
PRW Wealth Management
Massachusetts
$739K -$42.2K -127 -6%
I
1758
INVST
Indiana
$734K -$2K -6 -0.3%
BWP
1759
BSW Wealth Partners
Colorado
$734K +$126K +378 +23%
BAM
1760
Barrett Asset Management
New York
$729K -$2.66K -8 -0.4%
CIC
1761
Crawford Investment Counsel
Georgia
$727K -$12K -36 -2%
PCMC
1762
Private Capital Management (Colorado)
Colorado
$725K +$20K +60 +3%
EF
1763
Empowered Funds
Pennsylvania
$723K +$674K +2,025 New
CSWG
1764
Cardinal Strategic Wealth Guidance
Kentucky
$719K -$3.33K -10 -0.5%
CFA
1765
Carroll Financial Associates
North Carolina
$719K +$44.9K +135 +7%
DA
1766
Detalus Advisors
Missouri
$716K +$13.6K +41 +2%
TA
1767
Trivest Advisors
Hong Kong
$714K +$665K +2,000 New
VST
1768
Van Strum & Towne
California
$714K +$665K +2,000 New
FC
1769
Financial Consulate
Maryland
$712K +$66.5K +200 +11%
SCM
1770
Seascape Capital Management
New Hampshire
$711K +$377K +1,132 +132%
SIM
1771
Sadoff Investment Management
Wisconsin
$709K – – –
HWM
1772
Howard Wealth Management
Connecticut
$708K +$3.99K +12 +0.6%
WP
1773
WealthShield Partners
North Carolina
$708K +$42.9K +129 +7%
ACM
1774
Arthedge Capital Management
New York
$707K +$4.02M +12,080 New
WMA
1775
Wealth Management Associates
New Jersey
$706K – – –
69 70
71
72 73