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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
3101
Mosaic Family Wealth Partners
Missouri
$3.5M -$19.1K -75 -0.6%
SWMG
3102
Signature Wealth Management Group
Georgia
$3.49M -$647K -2,535 -17%
CWM
3103
Compass Wealth Management
Connecticut
$3.49M +$132K +518 +4%
AWMT
3104
AAFMAA Wealth Management & Trust
North Carolina
$3.48M +$26.8K +105 +0.9%
WWM
3105
Windsor Wealth Management
Indiana
$3.48M +$38.5K +151 +1%
KA
3106
KLCM Advisors
Wisconsin
$3.47M +$345K +1,353 +13%
FSCM
3107
Front Street Capital Management
Montana
$3.47M -$62.5K -245 -2%
KCM
3108
KLK Capital Management
California
$3.47M +$29.8K +117 +1%
FDDB
3109
Fidelity D&D Bancorp
Pennsylvania
$3.47M +$2.1M +8,249 New
IAM
3110
Ion Asset Management
Israel
$3.46M +$3.06M +12,000 New
AWG
3111
Altus Wealth Group
Colorado
$3.46M -$232K -908 -7%
GEM
3112
Global Endowment Management
North Carolina
$3.45M -$615K -2,412 -17%
AFPL
3113
Advus Financial Partners, LLC
Florida
$3.45M +$72.4K +284 +2%
SIG
3114
Spinnaker Investment Group
California
$3.45M +$77.8K +305 +3%
MSCM
3115
McElhenny Sheffield Capital Management
Texas
$3.44M -$652K -2,556 -18%
SAF
3116
Smith Anglin Financial
Texas
$3.44M +$629K +2,467 +26%
MCM
3117
Mendel Capital Management
Arkansas
$3.44M +$17.1K +67 +0.6%
MIM
3118
Miller Investment Management
Pennsylvania
$3.43M -$203K -794 -6%
FTWA
3119
Fifth Third Wealth Advisors
Ohio
$3.43M +$3.03M +11,892 New
HTI
3120
Hikari Tsushin Inc
Japan
$3.43M – – –
WDL
3121
Well Done LLC
Michigan
$3.42M +$26.3K +103 +0.9%
GWM
3122
Gitterman Wealth Management
New Jersey
$3.41M – – –
AFS
3123
Access Financial Services
Minnesota
$3.41M -$110K -430 -4%
DW
3124
Domani Wealth
Pennsylvania
$3.41M -$2.04K -8 -0.1%
FSA
3125
Financial Sense Advisors
California
$3.41M -$140K -547 -4%
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