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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1701
Biltmore Family Office
North Carolina
$239K +$268K +6,330 New
MWM
1702
Merriman Wealth Management
Washington
$238K -$848 -20 -0.3%
KWA
1703
KCS Wealth Advisory
California
$238K -$99.6K -2,350 -27%
MF
1704
Magnetar Financial
Illinois
$238K +$267K +6,300 New
FAFN
1705
First Affirmative Financial Network
Colorado
$237K +$52.1K +1,230 +24%
FAG
1706
Fortitude Advisory Group
Washington
$237K +$19.1K +450 +8%
RBCM
1707
Raub Brock Capital Management
California
$236K – – –
ACP
1708
Aveo Capital Partners
Colorado
$236K -$5.51K -130 -2%
AFPL
1709
Advus Financial Partners, LLC
Florida
$234K -$19.9K -470 -7%
ICM
1710
IMS Capital Management
Oregon
$234K – – –
CCM
1711
Chilton Capital Management
Texas
$233K – – –
IWS
1712
Insight Wealth Strategies
California
$233K – – –
BA
1713
Ballast Advisors
Minnesota
$233K +$5.93K +140 +2%
SFPG
1714
Stonebridge Financial Planning Group
Florida
$232K – – –
EFSCE
1715
Enterprise Financial Services Corp (EFSC)
Missouri
$231K -$20.3K -480 -7%
WF
1716
Wayfinding Financial
Washington
$231K +$9.75K +230 +4%
MTCM
1717
Mint Tower Capital Management
Netherlands
$231K +$259K +6,120 New
MFG
1718
MidWestOne Financial Group
Iowa
$231K -$282K -6,660 -52%
ST
1719
Smithfield Trust
Pennsylvania
$230K +$60.2K +1,420 +30%
6F
1720
626 Financial
Michigan
$230K – – –
SFA
1721
Source Financial Advisors
New York
$229K -$12.7K -300 -5%
SAMT
1722
Select Asset Management & Trust
Pennsylvania
$229K -$2.97K -70 -1%
CCFM
1723
Clear Creek Financial Management
Washington
$229K +$8.9K +210 +4%
TA
1724
TruWealth Advisors
Louisiana
$228K -$8.05K -190 -3%
RWA
1725
Redhawk Wealth Advisors
Minnesota
$228K +$256K +6,040 New
67 68
69
70 71