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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3776
Defined Wealth Management
Oregon
$747K +$31.8K +52 +4%
ABLA
3777
Alan B. Lancz & Associates
Ohio
$746K – – –
GWP
3778
Gen-Wealth Partners
Michigan
$746K -$61.1K -100 -7%
MWAM
3779
Manhattan West Asset Management
California
$745K -$339K -555 -30%
DAC
3780
Dividend Assets Capital
South Carolina
$744K -$6.12K -10 -0.8%
CFG
3781
Carr Financial Group
Massachusetts
$744K -$80.7K -132 -9%
GCGM
3782
General Catalyst Group Management
Massachusetts
$744K +$405K +662 +101%
HKIM
3783
Hayek Kallen Investment Management
Alabama
$742K +$173K +283 +27%
WC
3784
Wexford Capital
Florida
$742K +$320K +524 +66%
CW
3785
Code Waechter
Florida
$741K +$53.8K +88 +7%
FFBTD
3786
First Financial Bank - Trust Division
Ohio
$741K +$45.9K +75 +6%
WPA
3787
West Paces Advisors
Georgia
$740K +$13.5K +22 +2%
LWM
3788
LongView Wealth Management
Georgia
$739K -$20.8K -34 -3%
PHIC
3789
Pine Haven Investment Counsel
Massachusetts
$739K – – –
VPW
3790
Variant Private Wealth
Virginia
$739K +$17.1K +28 +2%
WFA
3791
WMG Financial Advisors
Tennessee
$737K +$35.5K +58 +5%
MW
3792
Members Wealth
Pennsylvania
$736K +$5.5K +9 +0.7%
WWM
3793
Wiser Wealth Management
Georgia
$736K +$92.3K +151 +13%
CA
3794
CWC Advisors
Oregon
$735K -$34.9K -57 -4%
KFI
3795
Key Financial Inc
Pennsylvania
$734K -$56.9K -93 -7%
SL
3796
Salomon & Ludwin
Virginia
$734K -$780K -1,275 -52%
SP
3797
Successful Portfolios
Florida
$733K -$10.4K -17 -1%
MTC
3798
Matrix Trust Company
Colorado
$733K +$122K +200 +18%
AA
3799
ACT Advisors
North Carolina
$733K -$43.4K -71 -5%
E
3800
EntreWealth
Texas
$733K +$536K +876 +239%
150 151
152
153 154