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Name Holding Trade Value Shares
Change 		Change in
Stake
ACMH
901
Andar Capital Management (HK)
Hong Kong
$4.7M -$566K -30,000 -9%
NFSG
902
Newbridge Financial Services Group
Florida
$4.7M +$945K +50,070 +19%
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$4.69M +$503K +26,650 +9%
LCM
904
Logan Capital Management
Pennsylvania
$4.69M -$313K -16,560 -5%
CMI
905
Clare Market Investments
Texas
$4.68M +$69.5K +3,680 +1%
FFA
906
Founders Financial Alliance
North Carolina
$4.65M +$2.66M +140,690 +85%
MWM
907
Mission Wealth Management
California
$4.64M -$2.14M -113,230 -27%
KFS
908
Kurt F. Somerville
$4.62M +$1.79M +94,610 +45%
WB
909
WesBanco Bank
West Virginia
$4.6M +$3.19M +169,250 +126%
SWA
910
SOA Wealth Advisors
New York
$4.6M +$294K +15,600 +5%
PIA
911
Perennial Investment Advisors
California
$4.59M -$465K -24,660 -8%
JAMH
912
Junson Asset Management (HK)
Hong Kong
$4.59M -$1.25M -66,000 -18%
LFAS
913
Level Four Advisory Services
Texas
$4.59M +$3.07M +162,880 +116%
NCM
914
Neumann Capital Management
California
$4.59M – – –
ACM
915
AlphaStar Capital Management
North Carolina
$4.58M -$765K -40,550 -12%
MWM
916
Minot Wealth Management
Massachusetts
$4.57M -$711K -37,690 -11%
B
917
Bensler
Washington
$4.55M +$290K +15,390 +5%
CWM
918
Concentrum Wealth Management
California
$4.55M +$2.64M +139,900 +87%
AMCA
919
Arthur M. Cohen & Associates
Illinois
$4.54M -$434K -23,000 -7%
BTWM
920
Baker Tilly Wealth Management
Wisconsin
$4.54M +$219K +11,620 +4%
SIG
921
Sky Investment Group
Connecticut
$4.54M +$152K +8,050 +3%
1WA
922
180 Wealth Advisors
Washington
$4.53M -$89.7K -4,750 -1%
LWM
923
Laidlaw Wealth Management
New York
$4.53M +$57.4K +3,040 +1%
IAIM
924
International Assets Investment Management
Florida
$4.51M +$183K +9,680 +3%
FA
925
Fagan Associates
New York
$4.5M -$402K -21,290 -7%
35 36
37
38 39