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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
951
Partners Wealth Management
California
$212K – – –
LAM
952
Lewis Asset Management
California
$212K +$219K +3,725 New
DWM
953
Drive Wealth Management
Utah
$211K +$219K +3,712 New
DT
954
Diversified Trust
Tennessee
$211K +$218K +3,709 New
DWT
955
Dorsey & Whitney Trust
South Dakota
$211K +$218K +3,704 New
BA
956
Bristlecone Advisors
Washington
$210K +$218K +3,700 New
RWP
957
Revolve Wealth Partners
New Jersey
$210K +$217K +3,691 New
IPWA
958
International Private Wealth Advisors
California
$210K -$55.7K -946 -20%
RWB
959
RMR Wealth Builders
New Jersey
$209K +$217K +3,677 New
EWM
960
EPG Wealth Management
Georgia
$209K +$216K +3,670 New
TC
961
TownSquare Capital
Utah
$207K -$215K -3,649 -50%
PFG
962
Putney Financial Group
California
$202K -$26.5K -450 -11%
GFP
963
Gryphon Financial Partners
Ohio
$201K +$209K +3,542 New
CA
964
Crumly & Associates
Illinois
$201K +$208K +3,527 New
LWM
965
Laidlaw Wealth Management
New York
$200K +$208K +3,523 New
PK
966
Pflug Koory
Nebraska
$199K – – –
KSB
967
Kennebec Savings Bank
Maine
$193K – – –
SWM
968
Spire Wealth Management
Virginia
$192K +$648 +11 +0.3%
HIMS
969
Hager Investment Management Services
New Hampshire
$191K +$1.77K +30 +0.9%
CT
970
Colonial Trust
South Carolina
$183K – – –
BTI
971
Blue Trust Inc
Georgia
$183K +$26.4K +449 +16%
CAM
972
Costello Asset Management
Pennsylvania
$183K -$8.42K -143 -4%
TFGT
973
TS Financial Group (TSFG)
Illinois
$182K +$58.9K +1,000 +45%
CAM
974
Creekmur Asset Management
Illinois
$179K -$117K -1,990 -39%
TSMHT
975
Thurston Springer Miller Herd & Titak
Indiana
$177K -$1.94M -32,972 -91%
37 38
39
40 41