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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
2826
Mosaic Family Wealth
Missouri
$535K -$70.7K -213 -12%
MIM
2827
Miller Investment Management
Pennsylvania
$534K +$527K +1,587 New
CC
2828
Courier Capital
New York
$533K -$92.3K -278 -15%
TCOT
2829
Trust Company of Toledo
Ohio
$533K – – –
BWM
2830
BlackDiamond Wealth Management
New York
$532K +$526K +1,583 New
WIM
2831
Westside Investment Management
California
$532K +$364K +1,097 +10%
GD
2832
Grandfield & Dodd
New York
$530K -$18.3K -55 -3%
TWP
2833
Tempus Wealth Planning
California
$527K +$51.5K +155 +11%
TWM
2834
Titus Wealth Management
California
$525K -$11.6K -35 -2%
DSCM
2835
Del-Sette Capital Management
New York
$523K +$516K +1,554 New
LHWM
2836
Lake Hills Wealth Management
Texas
$522K +$515K +1,552 New
OPOWM
2837
One Plus One Wealth Management
Florida
$520K -$46.1K -139 -8%
WCA
2838
Westover Capital Advisors
Delaware
$520K -$21.6K -65 -4%
RCM
2839
Requisite Capital Management
Texas
$519K -$124K -375 -20%
WA
2840
WealthTrust Axiom
Pennsylvania
$519K -$49.8K -150 -9%
WJA
2841
Willis Johnson & Associates
Texas
$519K +$44.8K +135 +10%
RRA
2842
Round Rock Advisors
Connecticut
$519K +$513K +1,544 New
LB
2843
Legacy Bridge
Iowa
$516K – – –
SFG
2844
StrategIQ Financial Group
Indiana
$516K +$63.1K +190 +14%
PWC
2845
PYA Waltman Capital
Tennessee
$515K – – –
KA
2846
Kozak & Associates
Colorado
$514K +$176K +529 +25%
MCWA
2847
Meadow Creek Wealth Advisors
Georgia
$513K +$507K +1,526 New
WOSD
2848
WFA of San Diego
California
$512K -$13.3K -40 -3%
PGH
2849
Partners Group Holding
Switzerland
$512K – – –
AO
2850
Advisor OS
Illinois
$512K +$81.3K +245 +19%
112 113
114
115 116