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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3176
49 Wealth Management
Texas
$409K -$23.6K -68 -7%
MA
3177
MKT Advisors
California
$408K -$31.9K -92 -9%
WCM
3178
Whitener Capital Management
North Carolina
$408K +$318K +917 New
WAG
3179
Wallace Advisory Group
California
$407K -$104K -300 -19%
PS
3180
Pinney & Scofield
Massachusetts
$407K +$5.2K +15 +2%
DIP
3181
Davis Investment Partners
North Carolina
$405K +$47.5K +137 +18%
BFAG
3182
Blackston Financial Advisory Group
Florida
$405K -$31.9K -92 -9%
HP
3183
HT Partners
Connecticut
$405K -$11.8K -34 -4%
FG
3184
Fairman Group
Pennsylvania
$405K – – –
TCM
3185
Tradewinds Capital Management
Washington
$405K +$14.6K +42 +5%
GP
3186
Guardian Partners
Canada
$404K -$170K -490 -36%
PIWA
3187
Prevail Innovative Wealth Advisors
Kansas
$404K +$20.8K +60 +7%
ACP
3188
Argyle Capital Partners
California
$404K +$315K +907 New
BI
3189
Ballast Inc
Kentucky
$403K – – –
WFPG
3190
Waller Financial Planning Group
Ohio
$403K +$4.16K +12 +1%
DWM
3191
Dogwood Wealth Management
Kansas
$403K -$97.5K -281 -24%
AA
3192
Alesco Advisors
New York
$402K +$314K +905 New
MWM
3193
Mattern Wealth Management
Kansas
$401K -$1.04K -3 -0.3%
SFS
3194
Symphony Financial Services
Ohio
$401K – – –
WTB
3195
Washington Trust Bank
Washington
$401K +$313K +902 New
NC
3196
North Capital
Utah
$401K -$1.04K -3 -0.3%
DWM
3197
Darwin Wealth Management
Florida
$401K +$51.7K +149 +20%
SMFG
3198
Sumitomo Mitsui Financial Group
Japan
$401K +$42.7K +123 +16%
GCIA
3199
Gabelli & Co Investment Advisers
New York
$400K – – –
TCM
3200
Towercrest Capital Management
Pennsylvania
$400K +$312K +900 New
126 127
128
129 130