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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
PBMares Wealth Management
Virginia
$369K +$117 +1 +0%
KW
1777
KWB Wealth
California
$367K +$390K +3,330 New
JFA
1778
JNBA Financial Advisors
Minnesota
$365K – – –
WWM
1779
Wolff Wiese Magana
California
$364K -$1.33M -11,401 -78%
HCA
1780
Harbour Capital Advisors
Virginia
$361K – – –
MPCG
1781
Matrix Private Capital Group
New York
$361K +$6.79K +58 +2%
VC
1782
Veracity Capital
Georgia
$359K -$102K -874 -21%
LA
1783
LexAurum Advisors
Kansas
$359K -$18.6K -159 -5%
WC
1784
Woodstock Corp
Massachusetts
$358K – – –
NCM
1785
Northwest Capital Management
Oregon
$358K +$36.5K +312 +11%
CCM
1786
CAAS Capital Management
New York
$358K +$379K +3,241 New
BG
1787
Bellevue Group
Switzerland
$357K – – –
WB
1788
Webster Bank
Connecticut
$357K +$23.2K +198 +7%
CSPIA
1789
Cary Street Partners Investment Advisory
Virginia
$357K +$29.3K +250 +8%
SWP
1790
Strategic Wealth Partners
Ohio
$357K +$157K +1,340 +71%
SIM
1791
Studio Investment Management
Illinois
$356K +$377K +3,224 New
SEP
1792
Southland Equity Partners
Missouri
$356K +$12.8K +109 +3%
SSW
1793
Smith Shellnut Wilson
Mississippi
$355K – – –
RWI
1794
Red Wave Investments
Pennsylvania
$355K +$1.76K +15 +0.5%
BCM
1795
Boltwood Capital Management
California
$354K -$39.2K -335 -9%
THWM
1796
Taylor Hoffman Wealth Management
Virginia
$354K -$36.3K -310 -9%
BCM
1797
Buckhead Capital Management
Georgia
$354K -$20.5K -175 -5%
TWM
1798
Tolleson Wealth Management
Texas
$353K -$41.6K -355 -10%
BS
1799
Bessemer Securities
New York
$353K – – –
SAF
1800
Smith Anglin Financial
Texas
$352K -$2.81K -24 -0.7%
70 71
72
73 74