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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1176
MSA Advisors
California
$293K – – –
GSWM
1177
Golden State Wealth Management
California
$293K -$187K -4,247 -37%
PCM
1178
Park Capital Management
Wisconsin
$292K +$24.9K +567 +9%
MWM
1179
Meridian Wealth Management
Kentucky
$292K -$21.2K -483 -6%
MWM
1180
Modera Wealth Management
New Jersey
$292K -$36.8K -836 -11%
EWA
1181
Encompass Wealth Advisors
Oregon
$290K -$14.3K -325 -4%
GIA
1182
Gateway Investment Advisers
Ohio
$289K -$235K -5,352 -43%
AIM
1183
Aurora Investment Managers
Florida
$289K +$309K +7,030 New
DAS
1184
Dynamic Advisor Solutions
Arizona
$286K -$44.2K -1,004 -13%
RCG
1185
Regatta Capital Group
California
$286K -$1.06M -24,069 -78%
LS
1186
Livforsakringsbolaget Skandia
Sweden
$285K -$74.8K -1,700 -20%
MBT
1187
Montecito Bank & Trust
California
$285K – – –
FWA
1188
FSM Wealth Advisors
Ohio
$284K +$94.1K +2,139 +45%
LEA
1189
Legacy Edge Advisors
New York
$284K +$304K +6,907 New
OWCM
1190
One Wealth Capital Management
Arizona
$282K +$303K +6,879 New
SWP
1191
Sagespring Wealth Partners
Tennessee
$280K -$44.7K -1,017 -13%
TTWM
1192
TCV Trust & Wealth Management
Virginia
$280K +$4.4K +100 +1%
HCP
1193
Hexagon Capital Partners
Arkansas
$279K +$121K +2,758 +68%
MFA
1194
Mayflower Financial Advisors
Massachusetts
$278K +$56.7K +1,289 +24%
FLPIM
1195
F.L. Putnam Investment Management
Massachusetts
$277K -$59.9K -1,362 -17%
QWP
1196
Quotient Wealth Partners
Texas
$277K +$12.5K +284 +4%
HW
1197
Hancock Whitney
Mississippi
$276K -$48K -1,091 -14%
LAM
1198
L2 Asset Management
Massachusetts
$276K +$17K +387 +6%
PMG
1199
Private Management Group
California
$275K -$11.7K -267 -4%
BAWM
1200
Bennett Associates Wealth Management
Pennsylvania
$275K +$295K +6,703 New
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