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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K -$30.3K -200 -7%
SWM
1377
Segment Wealth Management
Texas
$388K +$6.82K +45 +2%
SWA
1378
Stratos Wealth Advisors
Ohio
$387K -$148K -980 -28%
FFM
1379
Forum Financial Management
Illinois
$387K – – –
CIA
1380
Cladis Investment Advisory
Montana
$385K – – –
PPP
1381
Private Portfolio Partners
New Jersey
$383K -$3.79K -25 -1%
SWMP
1382
Signature Wealth Management Partners
New Jersey
$381K – – –
AF
1383
Ally Financial
Michigan
$381K +$379K +2,500 New
CCM
1384
CAAS Capital Management
New York
$381K +$379K +2,500 New
BTW
1385
Boston Trust Walden
Massachusetts
$380K – – –
CD
1386
Chapin Davis
Maryland
$380K +$377K +2,490 New
OWM
1387
Opes Wealth Management
California
$378K +$2.27K +15 +0.6%
RCM
1388
Raleigh Capital Management
North Carolina
$375K +$105K +690 +39%
PCP
1389
Proficio Capital Partners
Massachusetts
$372K +$758 +5 +0.2%
MTC
1390
McDaniel Terry & Co
Texas
$372K +$30.3K +200 +9%
SP
1391
Stonebrook Private
Michigan
$371K +$5.3K +35 +1%
VWM
1392
Valley Wealth Managers
New Jersey
$370K +$367K +2,425 New
FIM
1393
FWL Investment Management
Texas
$367K +$64.4K +425 +21%
FP
1394
Financial Perspectives
Minnesota
$364K -$758 -5 -0.2%
FCA
1395
FLC Capital Advisors
California
$363K – – –
SOS
1396
Silver Oak Securities
Tennessee
$360K -$530K -3,495 -60%
BFIM
1397
Beese Fulmer Investment Management
Ohio
$359K +$28.8K +190 +9%
FTIS
1398
First Trust Investment Solutions
Florida
$357K +$87.9K +580 +33%
SICM
1399
Sustainable Insight Capital Management
New York
$355K +$75.8K +500 +27%
OBWG
1400
Onyx Bridge Wealth Group
New York
$355K -$42.4K -280 -10%
54 55
56
57 58