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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1076
Catalyst Financial Partners
Massachusetts
$448K +$34K +334 +7%
CWA
1077
Consilium Wealth Advisory
Texas
$448K -$1.32K -13 -0.2%
KCM
1078
KRS Capital Management
Michigan
$448K +$98K +963 +22%
MWM
1079
Mission Wealth Management
California
$446K -$70K -688 -11%
MGWM
1080
Marks Group Wealth Management
Minnesota
$441K – – –
MCP
1081
Mirador Capital Partners
California
$439K +$57.9K +569 +12%
GAMC
1082
Garner Asset Management Corp
Texas
$436K +$54.9K +540 +12%
AWM
1083
Avaii Wealth Management
Wisconsin
$436K +$221K +2,176 +73%
MOS
1084
MGO One Seven
Ohio
$434K -$514K -5,049 -49%
BONH
1085
Bank of New Hampshire
New Hampshire
$432K -$23K -226 -4%
TCM
1086
Tradewinds Capital Management
Washington
$430K +$49.3K +485 +10%
FAM
1087
Formidable Asset Management
Ohio
$430K +$33.1K +325 +7%
EWM
1088
Empirical Wealth Management
Washington
$427K +$81.6K +802 +19%
IFWM
1089
Institute for Wealth Management
Colorado
$425K -$4.58K -45 -0.9%
1WA
1090
180 Wealth Advisors
Washington
$423K -$5.8K -57 -1%
IAN
1091
Integrated Advisors Network
Texas
$415K -$1.81M -17,798 -78%
MW
1092
Marcum Wealth
Ohio
$414K +$4.37K +43 +0.9%
SW
1093
SteelPeak Wealth
California
$413K -$983K -9,665 -66%
FMLI
1094
Fukoku Mutual Life Insurance
Japan
$411K -$215K -2,114 -30%
AC
1095
ASB Consultores
Florida
$411K – – –
KWM
1096
Kingsview Wealth Management
Oregon
$410K +$33.6K +330 +7%
CAM
1097
CenterStar Asset Management
Illinois
$408K +$493K +4,849 New
DT
1098
Diversified Trust
Tennessee
$407K -$1.77M -17,365 -78%
WG
1099
Welch Group
Alabama
$406K +$30.5K +300 +7%
SG
1100
Straightline Group
Michigan
$406K +$491K +4,828 New
42 43
44
45 46