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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1001
Talon Private Wealth
Florida
$701K +$805K +13,280 New
TAM
1002
Trust Asset Management
Texas
$701K – – –
DWM
1003
Diversify Wealth Management
Utah
$701K +$957K +15,787 New
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$697K -$597K -9,852 -38%
MCA
1005
MSH Capital Advisors
Arizona
$695K -$40.8K -673 -5%
CFG
1006
Capital Financial Group
Colorado
$695K -$16.6K -273 -2%
CNC
1007
Canandaigua National Corp
New York
$689K +$791K +13,049 New
SCA
1008
St. Clair Advisors
Ohio
$689K – – –
HIC
1009
Holderness Investments Company
North Carolina
$689K -$16.7K -275 -2%
TAM
1010
Titleist Asset Management
Texas
$688K -$19K -314 -2%
EHWM
1011
Eads & Heald Wealth Management
Georgia
$680K -$84.8K -1,398 -10%
AWM
1012
Angeles Wealth Management
California
$679K -$31.3K -516 -4%
HIC
1013
Hamrick Investment Counsel
Washington
$678K +$183K +3,011 +31%
APIM
1014
Agate Pass Investment Management
Washington
$677K -$47.2K -778 -6%
WIC
1015
Woodmont Investment Counsel
Tennessee
$677K -$72.8K -1,200 -9%
CC
1016
Corsicana & Co
Texas
$676K +$17K +280 +3%
SB
1017
Strategic Blueprint
Georgia
$676K -$78K -1,286 -9%
IAIM
1018
International Assets Investment Management
Florida
$675K +$271K +4,462 +42%
DWP
1019
Daymark Wealth Partners
Ohio
$674K +$152K +2,510 +24%
CA
1020
Claro Advisors
Massachusetts
$671K +$381K +6,288 +98%
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$671K -$37.6K -620 -5%
CF
1022
Carlson Financial
Oregon
$667K -$16.8K -277 -2%
TA
1023
TCM Advisors
West Virginia
$666K – – –
LWAM
1024
Legacy Wealth Asset Management
Minnesota
$665K +$139K +2,300 +22%
CWD
1025
Clarity Wealth Development
Oregon
$664K – – –
39 40
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