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Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
626
Metis Global Partners
California
$344K +$6.3K +106 +2%
MWM
627
Mission Wealth Management
California
$344K +$16.6K +279 +4%
IFAM
628
Institutional & Family Asset Management
Colorado
$343K -$238K -3,998 -37%
HWM
629
HB Wealth Management
Georgia
$339K +$19.6K +329 +5%
NWM
630
NEIRG Wealth Management
Massachusetts
$337K – – –
MW
631
Marcum Wealth
Ohio
$337K +$392K +6,585 New
AT
632
Arvest Trust
Oklahoma
$331K -$238 -4 -0.1%
RI
633
Rinkey Investments
California
$331K – – –
CT
634
Clearstead Trust
Maine
$331K +$73K +1,227 +23%
FZCM
635
Flynn Zito Capital Management
New York
$331K +$385K +6,468 New
MPPW
636
Mitchell & Pahl Private Wealth
Oklahoma
$328K – – –
BTIM
637
BancFirst Trust & Investment Management
Oklahoma
$328K +$376K +6,317 New
GG
638
Gofen & Glossberg
Illinois
$325K +$19.5K +328 +5%
IGWM
639
ICA Group Wealth Management
Colorado
$324K +$1.73K +29 +0.5%
IA
640
Inspire Advisors
Idaho
$324K +$376K +6,328 New
S
641
SignatureFD
Georgia
$322K +$47.3K +795 +14%
WWM
642
Western Wealth Management
Colorado
$319K -$4.28K -72 -1%
CBT
643
CoreFirst Bank & Trust
Kansas
$319K – – –
CBB
644
Citizens Business Bank
California
$314K -$1.49M -25,000 -80%
ICG
645
InterOcean Capital Group
Tennessee
$310K – – –
CFGS
646
Concourse Financial Group Securities
Alabama
$310K +$115K +1,930 +47%
NC
647
NinePointTwo Capital
California
$310K +$360K +6,054 New
WI
648
Wintrust Investments
Illinois
$307K -$1.78K -30 -0.5%
BFM
649
Boothbay Fund Management
New York
$307K +$16.8K +282 +5%
SB
650
Strategic Blueprint
Georgia
$307K +$88.2K +1,483 +33%
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