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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1101
9258 Wealth Management
Ohio
$477K +$2.85K +25 +0.6%
NP
1102
Nilsine Partners
Colorado
$476K +$570 +5 +0.1%
PWM
1103
Prosperity Wealth Management
California
$476K +$189K +1,660 +64%
SF
1104
Symphony Financial
Texas
$472K +$57.6K +505 +13%
ZIG
1105
Zullo Investment Group
Pennsylvania
$468K +$14.3K +125 +3%
CS
1106
Comerica Securities
Michigan
$467K -$70.2K -615 -13%
TPA
1107
Trivium Point Advisory
Connecticut
$467K +$17.1K +150 +4%
CTC
1108
Central Trust Company
Missouri
$464K – – –
SFS
1109
Stiles Financial Services
Minnesota
$464K -$85.6K -750 -15%
KCM
1110
KRS Capital Management
Michigan
$461K – – –
ONB
1111
Old National Bancorp
Indiana
$460K -$358K -3,140 -43%
CIA
1112
Capital Investment Advisors
Georgia
$459K +$469K +4,110 New
CI
1113
Conning Inc
Connecticut
$456K -$6.28K -55 -1%
RIM
1114
Redwood Investment Management
Arizona
$454K +$464K +4,065 New
CL
1115
Choreo LLC
Illinois
$453K -$2.28K -20 -0.5%
AP
1116
AtonRa Partners
Switzerland
$453K -$107K -940 -19%
KMWM
1117
Keudell/Morrison Wealth Management
Oregon
$453K -$1.71K -15 -0.4%
CCFP
1118
Charles Carroll Financial Partners
Massachusetts
$453K +$5.7K +50 +1%
EFG
1119
Everhart Financial Group
Ohio
$451K +$17.1K +150 +4%
GGS
1120
Galvin Gaustad & Stein
Arizona
$447K +$114K +1,000 +33%
EPA
1121
Element Pointe Advisors
Florida
$447K +$27.9K +245 +7%
CWM
1122
Circle Wealth Management
New Jersey
$444K +$453K +3,975 New
WG
1123
Winton Group
United Kingdom
$442K -$3.83M -33,590 -89%
FAFN
1124
First Affirmative Financial Network
Colorado
$441K +$74.7K +655 +20%
LSA
1125
Lion Street Advisors
Texas
$440K +$182K +1,595 +68%
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