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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1651
Madison Wealth Partners
Wisconsin
$996K – – –
MHWM
1652
Montz Harcus Wealth Management
Louisiana
$995K – – –
WAM
1653
WealthTrust Asset Management
Florida
$995K +$9.34K +30 +1%
MF
1654
Montis Financial
Massachusetts
$994K – – –
BCM
1655
Barden Capital Management
Texas
$992K +$14.9K +48 +2%
SSWM
1656
Smith Salley Wealth Management
North Carolina
$992K +$677K +2,175 +370%
BA
1657
Bellwether Advisors
Nebraska
$990K +$57K +183 +7%
SFA
1658
Souders Financial Advisors
Ohio
$989K +$34.6K +111 +4%
VWM
1659
Venturi Wealth Management
Texas
$988K +$349K +1,119 +69%
CFMC
1660
Curbstone Financial Management Corp
New Hampshire
$987K -$24.3K -78 -3%
ERIM
1661
Eagle Ridge Investment Management
Connecticut
$985K -$4.67K -15 -0.5%
PWMG
1662
Prestige Wealth Management Group
New Jersey
$985K +$233K +747 +37%
UCMOK
1663
United Capital Management of KS
Kansas
$984K +$167K +537 +24%
FMTC
1664
Farmers & Merchants Trust Company
California
$983K -$67.3K -216 -7%
CWM
1665
CCG Wealth Management
California
$981K -$981K -3,150 -54%
CAM
1666
Carret Asset Management
New York
$981K -$182K -585 -18%
JAWM
1667
J. Arnold Wealth Management
Ohio
$981K – – –
IAG
1668
Investment Advisory Group
Massachusetts
$981K +$28K +90 +3%
FWM
1669
Foresight Wealth Management
Utah
$980K +$62.6K +201 +8%
MCM
1670
MV Capital Management
Maryland
$978K +$29.9K +96 +4%
IDBONY
1671
Israel Discount Bank of New York
New York
$975K -$4.67K -15 -0.5%
FCFC
1672
First Commonwealth Financial Corp
Pennsylvania
$975K +$846K +2,715 New
NWMG
1673
National Wealth Management Group
Ohio
$973K +$5.61K +18 +0.7%
RW
1674
Rede Wealth
Virginia
$973K -$37.4K -120 -4%
MCWS
1675
McKinley Carter Wealth Services
West Virginia
$973K +$121K +390 +17%
65 66
67
68 69