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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
AlphaCore Capital
California
$254K +$220K +2,200 New
SI
1202
Stonekeep Investments
New Mexico
$253K +$6.8K +68 +3%
AWM
1203
Abound Wealth Management
Tennessee
$253K +$17K +170 +8%
GM
1204
GeoWealth Management
Illinois
$251K +$48K +480 +28%
SSWM
1205
Smith Salley Wealth Management
North Carolina
$251K +$218K +2,176 New
MCM
1206
M1 Capital Management
Michigan
$249K +$216K +2,160 New
VWM
1207
Valley Wealth Managers
New Jersey
$248K – – –
KFGK
1208
Keystone Financial Group (Kentucky)
Kentucky
$248K +$176K +1,758 New
FAM
1209
Flaharty Asset Management
Florida
$247K – – –
MAWA
1210
Moss Adams Wealth Advisors
Washington
$247K – – –
UF
1211
Univest Financial
Pennsylvania
$246K – – –
BWA
1212
Blodgett Wealth Advisors
California
$245K -$20K -200 -9%
JFGIW
1213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$245K -$42.6K -426 -17%
SIC
1214
SFE Investment Counsel
California
$245K -$3K -30 -1%
WWM
1215
Western Wealth Management
Colorado
$244K -$8K -80 -4%
HBS
1216
Howard Bailey Securities
Indiana
$244K -$28.6K -286 -12%
AT
1217
Arlington Trust
Alabama
$242K -$4.1K -41 -2%
DKCM
1218
Davidson Kahn Capital Management
California
$242K – – –
AIM
1219
Advyzon Investment Management
Illinois
$242K +$15.9K +159 +8%
FCH
1220
Freestone Capital Holdings
Washington
$241K -$15.9K -159 -7%
WPC
1221
Wedmont Private Capital
Pennsylvania
$240K -$67.7K -677 -24%
WC
1222
Wynn Capital
Georgia
$239K +$208K +2,075 New
CC
1223
Chicago Capital
Illinois
$239K +$208K +2,075 New
VBA
1224
von Borstel & Associates
Oregon
$239K +$18K +180 +10%
CP
1225
Canopy Partners
Ohio
$239K +$207K +2,069 New
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