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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
426
Winebrenner Capital Management
Kentucky
$339K – – –
AP
427
Atwood & Palmer
Missouri
$334K – – –
VCAM
428
Van Cleef Asset Management
Ohio
$331K – – –
MFWP
429
Mosaic Family Wealth Partners
Missouri
$330K – – –
ARC
430
Advisor Resource Council
Texas
$329K – – –
SAM
431
Secure Asset Management
Michigan
$327K +$2.55K +45 +0.8%
SAI
432
Savvy Advisors Inc
New York
$327K +$325K +5,725 New
VCA
433
Verdence Capital Advisors
Maryland
$326K +$324K +5,719 New
AFO
434
Allie Family Office
Florida
$326K – – –
PTC
435
Philadelphia Trust Company
Pennsylvania
$321K – – –
EPW
436
Endeavor Private Wealth
Kansas
$319K -$8.45K -149 -3%
PA
437
Procyon Advisors
Connecticut
$317K +$315K +5,553 New
WJS
438
William John Sempolinski
Massachusetts
$316K +$39.7K +700 +14%
MPCA
439
Madison Park Capital Advisors
Washington
$314K – – –
AGWCA
440
Annis Gardner Whiting Capital Advisors
Florida
$311K +$309K +5,450 New
OFA
441
Oak Family Advisors
Illinois
$311K +$454 +8 +0.1%
Vanguard Personalized Indexing Management
442
Vanguard Personalized Indexing Management
California
$311K -$10.5K -186 -3%
MWM
443
MBE Wealth Management
Wisconsin
$310K +$2.15K +38 +0.7%
OWA
444
Outlook Wealth Advisors
Texas
$309K +$1.7K +30 +0.6%
AAS
445
Annex Advisory Services
Wisconsin
$309K -$47.9K -845 -13%
QPWM
446
Quadrant Private Wealth Management
Pennsylvania
$308K – – –
RCM
447
Rockbridge Capital Management
Virginia
$307K – – –
BWP
448
BSW Wealth Partners
Colorado
$307K – – –
SGCA
449
Steel Grove Capital Advisors
Tennessee
$305K +$907 +16 +0.3%
ACA
450
Aptus Capital Advisors
Alabama
$305K +$5.73K +101 +2%