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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
401
Ascent Group
Virginia
$217K +$202K +1,063 New
BRWA
402
B. Riley Wealth Advisors
Florida
$217K +$202K +1,062 New
EI
403
Ethic Inc
New York
$217K +$205K +1,079 New
AWM
404
Axxcess Wealth Management
California
$217K -$34.1K -179 -14%
GWWM
405
Great Waters Wealth Management
Minnesota
$216K +$201K +1,056 New
KWM
406
Kaydan Wealth Management
Michigan
$216K +$201K +1,055 New
MME
407
Meag Munich Ergo
Germany
$213K -$92.7K -487 -32%
T
408
TOBAM
France
$212K -$152K -798 -51%
HW
409
HORAN Wealth
Ohio
$211K +$197K +1,032 New
CAG
410
Crestwood Advisors Group
Massachusetts
$210K +$195K +1,026 New
IWA
411
Icon Wealth Advisors
Texas
$209K -$4K -21 -2%
RF
412
Rossby Financial
Florida
$209K +$8.76K +46 +5%
SWM
413
Spire Wealth Management
Virginia
$209K -$194K -1,021 -50%
FFO
414
Fiduciary Family Office
Florida
$208K +$194K +1,020 New
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
$206K +$192K +1,010 New
FPAS
416
Focus Partners Advisor Solutions
Missouri
$206K +$192K +1,009 New
PWP
417
Prasad Wealth Partners
Ohio
$204K +$190K +998 New
ONSWM
418
Old North State Wealth Management
North Carolina
$202K +$188K +989 New
IAIM
419
International Assets Investment Management
Florida
$202K +$188K +987 New
RMDI
420
R.M. Davis Inc
Maine
$201K +$188K +985 New
WSCM
421
Wellington Shields Capital Management
New York
$201K +$188K +985 New
M
422
MOTCO
Texas
$201K – – –
SC
423
Seldon Capital
California
$200K +$187K +981 New
HNB
424
Huntington National Bank
Ohio
$190K -$16.9K -89 -9%
GIA
425
GHP Investment Advisors
Colorado
$175K – – –
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