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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$353K +$38.4K +715 +12%
IPWA
802
International Private Wealth Advisors
California
$353K +$29.6K +550 +9%
FCBT
803
First Citizens Bank & Trust
North Carolina
$352K +$5.38K +100 +2%
SWA
804
Stratos Wealth Advisors
Ohio
$352K +$82.8K +1,540 +31%
HFP
805
Holistic Financial Partners
Indiana
$350K -$4.57K -85 -1%
VFA
806
Valeo Financial Advisors
Indiana
$345K +$8.33K +155 +2%
TAM
807
Trust Asset Management
Texas
$344K – – –
WE
808
Wealth Effects
Massachusetts
$342K – – –
MHR
809
Matthew Hamilton Rosenberg
$339K – – –
SWM
810
Spire Wealth Management
Virginia
$335K -$302K -5,620 -48%
ECG
811
Edge Capital Group
Georgia
$333K – – –
PMSA
812
Patrick M. Sweeney & Associates
Illinois
$331K +$44.1K +820 +15%
NWM
813
Napa Wealth Management
California
$331K +$1.34K +25 +0.4%
KAM
814
KEB Asset Management
Illinois
$330K -$7.79K -145 -2%
MFG
815
Midwest Financial Group
Kansas
$327K – – –
SDWIA
816
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325K +$1.34K +25 +0.4%
BTWM
817
Brass Tax Wealth Management
Ohio
$324K – – –
CPSC
818
Carl P. Sherr & Co
Massachusetts
$324K – – –
BFS
819
Bard Financial Services
Connecticut
$321K – – –
WAM
820
Wakefield Asset Management
Colorado
$319K +$318K +5,910 New
NB
821
NBT Bank
New York
$315K -$134K -2,500 -30%
EAM
822
Empirical Asset Management
Massachusetts
$314K +$43.5K +810 +16%
CIC
823
Crawford Investment Counsel
Georgia
$310K – – –
I
824
InceptionR
California
$308K +$307K +5,705 New
CI
825
Cigna Investments
Connecticut
$308K -$4.57K -85 -1%
31 32
33
34 35