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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
1851
Mosaic Family Wealth Partners
Missouri
$845K – – –
WKWM
1852
Walter & Keenan Wealth Management
Indiana
$842K +$2.41K +6 +0.3%
DCM
1853
DGS Capital Management
New Jersey
$842K +$71K +177 +9%
FOA
1854
Five Oceans Advisors
California
$841K +$4.01K +10 +0.5%
DEM
1855
Disciplined Equity Management
Florida
$839K – – –
WA
1856
WESPAC Advisors
California
$836K +$361K +900 +74%
BAMG
1857
Brand Asset Management Group
Missouri
$835K -$77.5K -193 -8%
CF
1858
Cantor Fitzgerald
New York
$834K -$874K -2,178 -51%
AB
1859
Atlas Brown
Kentucky
$834K – – –
LJAC
1860
L.J. Altfest & Co
New York
$834K +$4.42K +11 +0.5%
SMA
1861
Seven Mile Advisory
New Jersey
$834K +$63K +157 +8%
GWA
1862
GGM Wealth Advisors
Maryland
$831K – – –
PL
1863
Plancorp LLC
Missouri
$829K +$238K +594 +40%
SIA
1864
Strategic Investment Advisors
Michigan
$827K +$65.4K +163 +8%
OFS
1865
OneAscent Financial Services
Alabama
$824K +$88.7K +221 +12%
CCM
1866
Canal Capital Management
Virginia
$824K -$29.7K -74 -3%
FFWA
1867
FRG Family Wealth Advisors
Washington
$823K +$30.9K +77 +4%
LT
1868
Legacy Trust
Michigan
$816K -$1.2K -3 -0.1%
CWM
1869
Cahill Wealth Management
Michigan
$816K – – –
MPPW
1870
Mitchell & Pahl Private Wealth
Oklahoma
$814K -$20.1K -50 -2%
WMA
1871
Wealth Management Associates
New Jersey
$814K +$401 +1 +0%
AFT
1872
Alpha Family Trust
California
$812K – – –
SWM
1873
Scissortail Wealth Management
Oklahoma
$809K +$845K +2,104 New
SRC
1874
Shufro Rose & Co
New York
$809K -$2.81K -7 -0.3%
TSWM
1875
Tyler-Stone Wealth Management
Ohio
$808K +$48.6K +121 +6%
73 74
75
76 77