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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Salvus Wealth Management
New Jersey
$673K -$101K -883 -13%
SC
927
Sapient Capital
Indiana
$669K +$60.7K +532 +10%
VCM
928
Vines Capital Management
Louisiana
$663K -$191K -1,670 -22%
WP
929
Westmount Partners
California
$663K +$57.7K +506 +10%
HC
930
Henshaw Capital
Massachusetts
$662K – – –
CNWM
931
Clay Northam Wealth Management
California
$662K -$43.9K -385 -6%
SHFP
932
Second Half Financial Partners
Florida
$658K +$657K +5,761 New
MWM
933
MOR Wealth Management
Pennsylvania
$654K – – –
EFS
934
Essex Financial Services
Connecticut
$648K +$648K +5,676 New
NP
935
NorthRock Partners
Minnesota
$648K +$12.8K +112 +2%
AC
936
AlphaCore Capital
California
$645K -$127K -1,114 -16%
IHL
937
Investment House LLC
California
$644K – – –
OS
938
Objectivity Squared
South Carolina
$642K +$81.3K +712 +14%
FT
939
Fiduciary Trust
Massachusetts
$635K -$73.3K -642 -10%
NWMG
940
National Wealth Management Group
Ohio
$634K +$414K +3,631 +189%
DWT
941
Dorsey & Whitney Trust
South Dakota
$630K -$8.56K -75 -1%
BCG
942
Breakwater Capital Group
New Jersey
$629K -$17.5K -153 -3%
JIC
943
Johnson Investment Counsel
Ohio
$628K +$12.1K +106 +2%
CC
944
Clearwave Capital
California
$622K +$165K +1,450 +36%
JWM
945
JGP Wealth Management
Oregon
$619K -$44.2K -387 -7%
EWS
946
Evergreen Wealth Solutions
Pennsylvania
$619K +$42.2K +370 +10%
SA
947
Sovran Advisors
California
$618K +$10.8K +95 +2%
HCM
948
Howland Capital Management
Massachusetts
$617K -$3.65K -32 -0.6%
LA
949
LexAurum Advisors
Kansas
$615K -$11K -96 -2%
ACIM
950
Azimuth Capital Investment Management
Michigan
$615K +$112K +980 +22%
36 37
38
39 40