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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$298K -$311K -1,345 -51%
BCWM
877
Bartlett & Co Wealth Management
Ohio
$297K +$27.8K +120 +10%
TFA
878
Transamerica Financial Advisors
Florida
$297K +$37.2K +161 +14%
RWP
879
RWA Wealth Partners
Massachusetts
$296K +$4.86K +21 +2%
VCA
880
Verdence Capital Advisors
Maryland
$295K – – –
CW
881
CreativeOne Wealth
Kansas
$292K -$113K -490 -28%
SPWG
882
Syntegra Private Wealth Group
Missouri
$290K – – –
BWP
883
BSW Wealth Partners
Colorado
$288K -$5.55K -24 -2%
AMM
884
American Money Management
California
$286K +$57.4K +248 +25%
IGGA
885
Iron Gate Global Advisors
Utah
$286K +$1.39K +6 +0.5%
MWP
886
Meridian Wealth Partners
Pennsylvania
$284K -$2.77K -12 -1%
KWM
887
Kingsview Wealth Management
Oregon
$284K -$69.6K -301 -19%
FMII
888
Farmers & Merchants Investments Inc
Nebraska
$282K -$121K -524 -30%
NECFA
889
New England Capital Financial Advisors
Connecticut
$282K – – –
LCWP
890
Legacy Capital Wealth Partners
Arkansas
$281K -$77.5K -335 -21%
NP
891
NorthRock Partners
Minnesota
$281K -$310K -1,342 -52%
GSEP
892
Golden State Equity Partners
California
$281K -$45.1K -195 -14%
SFG
893
SNS Financial Group
Minnesota
$278K -$2.77K -12 -1%
WC
894
Wexford Capital
Florida
$278K -$52.5K -227 -16%
AB
895
Atlas Brown
Kentucky
$273K +$463 +2 +0.2%
OPCM
896
Osborne Partners Capital Management
California
$273K -$23.1K -100 -8%
IB
897
Intrust Bank
Kansas
$272K – – –
DJSG
898
D.J. St. Germain
Massachusetts
$272K +$30.1K +130 +12%
HI
899
Harbour Investments
Wisconsin
$271K +$11.1K +48 +4%
AA
900
Alta Advisers
United Kingdom
$270K -$69.4K -300 -20%
34 35
36
37 38