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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
901
First Bankers Trust
Kentucky
$680K -$162K -1,969 -21%
MWM
902
Mission Wealth Management
California
$680K -$90.7K -1,101 -13%
HAG
903
HighPoint Advisor Group
Illinois
$679K -$1.69M -20,537 -73%
AWM
904
Aviso Wealth Management
Washington
$676K -$6.59K -80 -1%
NG
905
Norden Group
Utah
$674K +$4.36K +53 +0.7%
PFA
906
Pure Financial Advisors
California
$670K +$49.3K +599 +9%
KMWM
907
Keudell/Morrison Wealth Management
Oregon
$668K -$322K -3,913 -35%
WI
908
Wedgewood Investors
Pennsylvania
$664K -$49.4K -600 -8%
SWP
909
Sagespring Wealth Partners
Tennessee
$660K +$58.2K +707 +11%
SMWM
910
Silvia McColl Wealth Management
California
$659K – – –
GSB
911
Greenfield Savings Bank
Massachusetts
$651K +$2.06K +25 +0.3%
MWC
912
MBM Wealth Consultants
Missouri
$650K +$33.3K +404 +6%
JRPIM
913
Journey Retirement Planning & Investment Management
Idaho
$647K -$1.85M -22,427 -76%
PA
914
Parallel Advisors
California
$646K +$53.5K +650 +10%
WA
915
WESPAC Advisors
California
$635K +$3.46K +42 +0.6%
TCIIS
916
TIAA-CREF Individual & Institutional Services
New York
$634K +$578K +7,017 New
HCM
917
Hutner Capital Management
Vermont
$629K – – –
HI
918
Harbour Investments
Wisconsin
$624K +$375K +4,552 +193%
GGA
919
Granite Group Advisors
Connecticut
$620K -$33.2K -403 -6%
ACA
920
Aptus Capital Advisors
Alabama
$615K +$58.8K +714 +12%
WMA
921
Wealth Management Associates
New Jersey
$614K +$10.3K +125 +2%
WP
922
Wealthspan Partners
Iowa
$614K +$2.14K +26 +0.4%
HWA
923
HHM Wealth Advisors
Tennessee
$612K -$19.3K -234 -3%
MT
924
Midwest Trust
Kansas
$609K +$21.2K +257 +4%
CCM
925
CFO Capital Management
Connecticut
$608K +$121K +1,475 +28%
35 36
37
38 39