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Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1526
Brown Miller Wealth Management
Virginia
$280K +$7.43K +140 +3%
FMWA
1527
Forvis Mazars Wealth Advisors
Missouri
$278K -$726K -13,690 -72%
SFI
1528
SPC Financial Inc
Maryland
$278K -$34.5K -650 -11%
AFG
1529
Alterity Financial Group
Maine
$278K +$393K +7,410 New
PA
1530
PSI Advisors
Florida
$277K +$13.3K +250 +5%
3F
1531
360 Financial
Minnesota
$276K – – –
MPW
1532
MA Private Wealth
California
$276K +$16.4K +310 +6%
GWS
1533
Glassman Wealth Services
Virginia
$274K -$146K -2,750 -34%
FCB
1534
First Command Bank
Texas
$274K – – –
FCFS
1535
First Command Financial Services
Texas
$274K – – –
AFM
1536
Abbot Financial Management
Massachusetts
$274K +$20.7K +390 +8%
MIH
1537
Meitav Investment House
Israel
$273K +$280K +5,280 New
TWM
1538
Titus Wealth Management
California
$272K -$58.3K -1,100 -17%
FLPIM
1539
F.L. Putnam Investment Management
Massachusetts
$271K – – –
AWM
1540
Aries Wealth Management
Maine
$270K – – –
IC
1541
Inverness Counsel
New York
$269K -$76.9K -1,450 -22%
HA
1542
HC Advisors
Georgia
$269K – – –
GA
1543
Geller Advisors
New York
$269K +$15.4K +290 +6%
IGGA
1544
Iron Gate Global Advisors
Utah
$268K +$530 +10 +0.2%
KM
1545
Kalos Management
Georgia
$267K +$10.1K +190 +4%
SWA
1546
Stratos Wealth Advisors
Ohio
$267K +$18.6K +350 +7%
SF
1547
Symphony Financial
Texas
$265K +$258K +4,860 New
EWM
1548
Elite Wealth Management
Washington
$264K – – –
LB
1549
Leo Brokerage
Texas
$263K -$24.4K -460 -8%
CAM
1550
Concorde Asset Management
Michigan
$263K +$267K +5,030 New
60 61
62
63 64