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Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
1851
Westwood Management Corporation
Illinois
$647K – – –
SDWMA
1852
Schneider Downs Wealth Management Advisors
Pennsylvania
$647K +$116K +409 +20%
PGH
1853
Partners Group Holding
Switzerland
$647K +$705K +2,485 New
VC
1854
Veery Capital
Delaware
$646K +$7.38K +26 +1%
CQS
1855
Credential Qtrade Securities
$646K +$31.2K +110 +5%
ACM
1856
Adalta Capital Management
New York
$645K -$19.9K -70 -3%
NB
1857
Northwest Bancshares
Pennsylvania
$645K – – –
FSA
1858
Fort Sheridan Advisors
Illinois
$642K +$51.1K +180 +8%
CWM
1859
Connecticut Wealth Management
Connecticut
$642K +$56.2K +198 +9%
TA
1860
Tectonic Advisors
Texas
$641K – – –
MFP
1861
Meridian Financial Partners
Virginia
$636K +$23.8K +84 +3%
PWMG
1862
Pinnacle Wealth Management Group
Michigan
$632K -$27.2K -96 -4%
BG
1863
Bahl & Gaynor
Ohio
$631K – – –
RWA
1864
Roberts Wealth Advisors
California
$630K +$687K +2,420 New
LWA
1865
Lenox Wealth Advisors
New York
$629K -$4.54K -16 -0.7%
IA
1866
IFG Advisory
Georgia
$629K +$3.12K +11 +0.5%
AF
1867
Alerus Financial
North Dakota
$628K -$567 -2 -0.1%
MIC
1868
Means Investment Company
Maine
$628K +$64.7K +228 +10%
CG
1869
CFO4Life Group
Texas
$627K +$178K +626 +35%
PP
1870
Patron Partners
Texas
$624K -$1.7K -6 -0.2%
FCA
1871
FinTrust Capital Advisors
South Carolina
$624K – – –
TF
1872
Threadgill Financial
Texas
$623K +$671K +2,366 New
PB
1873
Pinnacle Bancorp
Nebraska
$620K -$71.5K -252 -10%
OPWM
1874
Oxinas Partners Wealth Management
Indiana
$615K -$36.6K -129 -5%
FFG
1875
Ford Financial Group
California
$615K – – –
73 74
75
76 77