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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1376
Physician Wealth Advisors
Utah
$350K +$61.4K +43 +39%
CFB
1377
Cullen/Frost Bankers
Texas
$350K – – –
OIS
1378
OneAscent Investment Solutions
Alabama
$350K +$220K +154 New
PFGIA
1379
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$218K +153 New
VAF
1380
Values Added Financial
District of Columbia
$348K +$218K +153 New
RA
1381
Range Advisory
Virginia
$348K -$787K -551 -78%
RA
1382
Rational Advisors
New York
$346K +$217K +152 New
BFA
1383
Beaumont Financial Advisors
Massachusetts
$341K +$214K +150 New
JIR
1384
James Investment Research
Ohio
$339K +$213K +149 New
ESB
1385
Essex Savings Bank
Connecticut
$339K +$213K +149 New
IF
1386
Intrua Financial
Texas
$337K +$211K +148 New
EWS
1387
Evergreen Wealth Solutions
Pennsylvania
$337K +$314K +220 New
FLPIM
1388
F.L. Putnam Investment Management
Massachusetts
$337K +$211K +148 New
WMA
1389
Wealth Management Associates
New Jersey
$337K +$211K +148 New
AWA
1390
AGH Wealth Advisors
Kansas
$337K +$211K +148 New
SSWM
1391
Smith Salley Wealth Management
North Carolina
$335K -$267K -187 -56%
AGC
1392
Aspen Grove Capital
Colorado
$334K +$210K +147 New
EMC
1393
Everest Management Corp
California
$334K +$210K +147 New
WCM
1394
Warburton Capital Management
Oklahoma
$334K +$210K +147 New
CWM
1395
Consultiva Wealth Management
Puerto Rico
$332K – – –
PWAM
1396
Private Wealth Asset Management
Iowa
$332K – – –
PCM
1397
Presidio Capital Management
California
$331K +$208K +146 New
GKIM
1398
GW&K Investment Management
Massachusetts
$330K +$24.3K +17 +13%
AGC
1399
August Group Capital
$330K +$207K +145 New
JAG
1400
Journey Advisory Group
Kentucky
$330K +$207K +145 New
54 55
56
57 58