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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$415K +$18.3K +210 +5%
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$414K -$13.5K -155 -3%
CCB
1003
Country Club Bank
Missouri
$414K +$120K +1,375 +41%
CRC
1004
Curi RMB Capital
Illinois
$413K +$161K +1,845 +71%
9WM
1005
9258 Wealth Management
Ohio
$410K -$1.31K -15 -0.3%
VWA
1006
V Wealth Advisors
Kansas
$409K -$3.05K -35 -0.8%
BWM
1007
Baron Wealth Management
Michigan
$408K – – –
WAM
1008
Weiss Asset Management
Massachusetts
$404K -$178K -2,045 -32%
KCM
1009
KRS Capital Management
Michigan
$404K – – –
DF
1010
Donoghue Forlines
Massachusetts
$402K -$46.2K -530 -11%
SWM
1011
Salvus Wealth Management
New Jersey
$401K +$52.3K +600 +16%
ANBT
1012
American National Bank & Trust
Texas
$401K +$27.9K +320 +8%
WA
1013
WBH Advisory
Maryland
$401K +$375K +4,310 New
SC
1014
Savant Capital
Illinois
$400K +$79.3K +910 +27%
CFP
1015
Catalyst Financial Partners
Massachusetts
$399K +$6.1K +70 +2%
NP
1016
Nilsine Partners
Colorado
$395K +$370K +4,245 New
FCP
1017
Fidelis Capital Partners
Florida
$394K +$395K +4,530 New
TPA
1018
Trivium Point Advisory
Connecticut
$389K -$1.31K -15 -0.4%
TCM
1019
TD Capital Management
Tennessee
$389K +$365K +4,190 New
ZIG
1020
Zullo Investment Group
Pennsylvania
$389K +$24.4K +280 +7%
SFG
1021
Synergy Financial Group
California
$386K – – –
CAMG
1022
CWA Asset Management Group
Florida
$383K +$359K +4,125 New
SA
1023
Syntax Advisors
New York
$381K -$22.2K -255 -6%
VCG
1024
Vantage Consulting Group
Virginia
$381K -$22.2K -255 -6%
KMWM
1025
Keudell/Morrison Wealth Management
Oregon
$380K +$38.8K +445 +12%
39 40
41
42 43