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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
3226
Pasadena Private Wealth
California
$302K -$33.2K -1,000 -12%
AGP
3227
Autumn Glory Partners
Texas
$300K +$236K +7,100 New
SHWM
3228
Smith & Howard Wealth Management
Georgia
$300K +$236K +7,100 New
MWP
3229
Madison Wealth Partners
Wisconsin
$298K +$234K +7,040 New
CGFA
3230
Colton Groome Financial Advisors
North Carolina
$298K -$495K -14,920 -68%
SIAM
3231
Sterling Investment Advisors (Missouri)
Missouri
$297K -$64.4K -1,940 -22%
DA
3232
Detalus Advisors
Missouri
$297K -$116K -3,500 -33%
IRC
3233
Investors Research Corp
Georgia
$297K -$87.3K -2,630 -27%
SWA
3234
Sax Wealth Advisors
New Jersey
$297K +$233K +7,010 New
HFW
3235
Horizon Family Wealth
Illinois
$296K +$232K +7,000 New
MTIC
3236
Missouri Trust & Investment Company
Missouri
$296K -$34.9K -1,050 -13%
NWA
3237
New World Advisors
Massachusetts
$296K -$76K -2,290 -25%
LFS
3238
Lutz Financial Services
Nebraska
$296K +$232K +6,990 New
QWM
3239
QP Wealth Management
New Jersey
$293K +$230K +6,930 New
GCA
3240
Genesee Capital Advisors
New York
$293K -$24.6K -740 -10%
JHP
3241
James Hambro & Partners
United Kingdom
$293K -$10.3K -310 -4%
P
3242
&Partners
Tennessee
$292K +$229K +6,900 New
PSC
3243
Portman Square Capital
United Kingdom
$292K +$229K +6,900 New
MPPW
3244
Mitchell & Pahl Private Wealth
Oklahoma
$291K -$88K -2,650 -28%
FAT
3245
First American Trust
California
$291K +$228K +6,880 New
CWM
3246
Chemistry Wealth Management
New York
$290K +$228K +6,860 New
MCM
3247
Mainstay Capital Management
Michigan
$290K +$228K +6,860 New
RWM
3248
Refined Wealth Management
Utah
$290K +$228K +6,860 New
WMS
3249
Wealth Management Solutions
Pennsylvania
$290K -$99.3K -2,990 -30%
SDAM
3250
Shulman DeMeo Asset Management
New York
$290K +$227K +6,850 New
128 129
130
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