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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1601
Meadow Creek Wealth Advisors
Georgia
$367K -$1.02K -12 -0.3%
BDF
1602
Balasa Dinverno & Foltz
$367K +$35.4K +417 +11%
BEI
1603
Benjamin Edwards Inc
Missouri
$366K +$8.58K +101 +2%
SWM
1604
Silverlake Wealth Management
Vermont
$365K -$2.89K -34 -0.8%
WFI
1605
West Family Investments
California
$364K +$8.58K +101 +2%
HWM
1606
Hohimer Wealth Management
Washington
$363K – – –
SFG
1607
SNS Financial Group
Minnesota
$363K +$2.04K +24 +0.6%
CWS
1608
Cypress Wealth Services
California
$362K +$6.8K +80 +2%
CPWA
1609
Cerro Pacific Wealth Advisors
California
$361K +$17.2K +202 +5%
SF
1610
Symphony Financial
Texas
$361K +$61.5K +724 +21%
C
1611
CEDRUS
Colorado
$360K +$5.95K +70 +2%
ST
1612
Somerset Trust
Pennsylvania
$359K +$5.18K +61 +1%
CFO
1613
CVA Family Office
Colorado
$358K +$2.12K +25 +0.6%
EFG
1614
Everhart Financial Group
Ohio
$358K +$76.3K +898 +27%
TWA
1615
TCI Wealth Advisors
Arizona
$357K -$16.8K -198 -4%
RWI
1616
Red Wave Investments
Pennsylvania
$356K -$1.7K -20 -0.5%
GWM
1617
Gitterman Wealth Management
New Jersey
$355K -$56.2K -661 -13%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$355K -$34K -400 -9%
FBB
1619
Fulton Breakefield Broenniman
Maryland
$355K -$8.41K -99 -2%
IPAM
1620
ICICI Prudential Asset Management
India
$355K +$67.3K +792 +23%
WSCM
1621
Wellington Shields Capital Management
New York
$352K +$34.1K +401 +11%
PSF
1622
Pacific Sun Financial
California
$351K +$1.61K +19 +0.5%
GC
1623
Gratus Capital
Georgia
$350K -$21.5K -253 -6%
DI
1624
Diligent Investors
California
$350K -$4.59K -54 -1%
PIM
1625
Profit Investment Management
Maryland
$350K – – –
63 64
65
66 67