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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3051
Orgel Wealth Management
Wisconsin
$915K -$115K -698 -11%
NEPPG
3052
New England Professional Planning Group
Rhode Island
$915K +$54.6K +332 +7%
CA
3053
Continuum Advisory
Idaho
$915K +$97.8K +595 +11%
TWM
3054
Tolleson Wealth Management
Texas
$914K -$81.1K -493 -8%
TCB
3055
Texas Capital Bancshares
Texas
$914K – – –
VCP
3056
Vista Capital Partners
Oregon
$911K -$35.7K -217 -4%
WB
3057
West Bancorporation
Iowa
$907K -$27.6K -168 -3%
XWM
3058
Xcel Wealth Management
Florida
$904K +$430K +2,614 +84%
CFW
3059
CA Family Wealth
California
$903K -$680K -4,137 -42%
WAM
3060
Weiss Asset Management
Massachusetts
$902K +$678K +4,122 +258%
AAP
3061
Arax Advisory Partners
Colorado
$900K +$187K +1,136 +25%
SIGI
3062
Susquehanna International Group (Ireland)
Ireland
$898K +$937K +5,697 New
KAM
3063
Karani Asset Management
New York
$896K +$111K +672 +13%
PCWA
3064
Pacific Capital Wealth Advisors
California
$884K -$20.4K -124 -2%
3C
3065
361 Capital
Colorado
$883K -$158K -958 -15%
WIC
3066
Wilkins Investment Counsel
Massachusetts
$882K -$24.7K -150 -3%
PWM
3067
PRW Wealth Management
Massachusetts
$882K +$919K +5,590 New
SA
3068
Silversage Advisors
California
$881K -$107K -649 -10%
TFCP
3069
Twin Focus Capital Partners
Massachusetts
$879K -$629K -3,827 -41%
AA
3070
AlphaMark Advisors
Kentucky
$879K +$138K +837 +18%
CWM
3071
Centric Wealth Management
Illinois
$877K +$1.07M +6,514 New
OFG
3072
OmniStar Financial Group
North Carolina
$872K -$222K -1,347 -20%
DCM
3073
Davis Capital Management
Florida
$872K +$909K +5,530 New
KPWG
3074
KFA Private Wealth Group
Virginia
$869K +$45.7K +278 +5%
HFA
3075
Hoover Financial Advisors
Pennsylvania
$869K +$80.4K +489 +10%
121 122
123
124 125