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Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
1226
Lorne Steinberg Wealth Management
Canada
$11.8M -$126K -245 -1%
FIM
1227
Fernwood Investment Management
Massachusetts
$11.8M -$260K -506 -2%
AFWM
1228
AMJ Financial Wealth Management
Virginia
$11.8M -$220K -428 -2%
SWM
1229
Sendero Wealth Management
Texas
$11.8M +$1.43M +2,777 +16%
TCA
1230
Transcend Capital Advisors
New Jersey
$11.8M -$226K -439 -2%
THCM
1231
Taylor Hoffman Capital Management
Virginia
$11.8M +$10.7M +20,721 New
GA
1232
GFS Advisors
Texas
$11.8M -$91.5M -177,844 -90%
FFA
1233
First Foundation Advisors
California
$11.7M -$846K -1,645 -7%
CF
1234
CNA Financial
Illinois
$11.7M +$2.83M +5,500 +37%
SGA
1235
Strategic Global Advisors
California
$11.7M -$96.2K -187 -0.9%
KGC
1236
Kennon-Green & Company
Ohio
$11.7M -$87.5K -170 -0.8%
IFWM
1237
Institute for Wealth Management
Colorado
$11.6M -$108K -210 -1%
JFGIW
1238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.6M +$704K +1,368 +7%
CWP
1239
CFM Wealth Partners
Texas
$11.6M +$904K +1,756 +10%
CCM
1240
Campbell Capital Management
Florida
$11.6M +$571K +1,110 +6%
USCWA
1241
U.S. Capital Wealth Advisors
Texas
$11.5M -$1.32M -2,557 -11%
CAM
1242
Covenant Asset Management
New Jersey
$11.5M -$94.7K -184 -0.9%
AIM
1243
Anchor Investment Management
South Carolina
$11.5M -$4.12K -8 -0%
FCP
1244
Fidelis Capital Partners
Florida
$11.5M +$325K +632 +3%
CWM
1245
Chemistry Wealth Management
New York
$11.5M +$23.7K +46 +0.2%
MG
1246
Marex Group
$11.5M -$31.4M -61,057 -75%
ACP
1247
Aviance Capital Partners
Florida
$11.5M -$1.57M -3,059 -13%
KFBMI
1248
Kentucky Farm Bureau Mutual Insurance
Kentucky
$11.4M – – –
BCM
1249
Bornite Capital Management
New York
$11.4M +$10.3M +20,000 New
IA
1250
IFP Advisors
Florida
$11.4M +$1.24M +2,411 +14%
48 49
50
51 52