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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1726
Fluent Financial
Texas
$886K +$799K +2,565 New
SWM
1727
SFG Wealth Management
Maryland
$884K +$229K +735 +43%
LF
1728
LifeSteps Financial
California
$883K -$92.5K -297 -11%
DHFB
1729
Dixon Hubard Feinour & Brown
Virginia
$883K -$23.4K -75 -3%
LA
1730
Lynch & Associates
Indiana
$883K +$92.5K +297 +14%
WDG
1731
Wealth Dimensions Group
Ohio
$882K +$14.9K +48 +2%
SWM
1732
Segment Wealth Management
Texas
$880K -$73.8K -237 -9%
MCM
1733
Maryland Capital Management
Maryland
$879K +$198K +636 +35%
BFA
1734
Bragg Financial Advisors
North Carolina
$876K +$54.2K +174 +8%
WA
1735
WP Advisors
California
$875K +$15.9K +51 +2%
MCIA
1736
Mountain Capital Investment Advisors
Colorado
$875K +$254K +816 +44%
IFAM
1737
Institutional & Family Asset Management
Colorado
$874K -$71K -228 -9%
AIP
1738
Almanack Investment Partners
Pennsylvania
$874K +$17.8K +57 +2%
MIA
1739
MainStreet Investment Advisors
Illinois
$873K -$107K -342 -12%
KWMG
1740
King Wealth Management Group
Florida
$873K -$1.87K -6 -0.2%
MCM
1741
Morton Capital Management
California
$873K -$9.34K -30 -1%
OWM
1742
OneAscent Wealth Management
Alabama
$870K +$754K +2,421 New
PWSG
1743
Pacific Wealth Strategies Group
California
$867K -$313K -1,005 -29%
SFM
1744
Signet Financial Management
New Jersey
$867K +$25.2K +81 +3%
AT
1745
Arvest Trust
Oklahoma
$867K +$60.7K +195 +9%
MWP
1746
Meridian Wealth Partners
Pennsylvania
$866K +$65.4K +210 +10%
SBL
1747
Sargent Bickham Lagudis
Colorado
$865K +$10.3K +33 +1%
PC
1748
Periscope Capital
Ontario, Canada
$863K -$21.5K -69 -3%
GPCM
1749
Granite Point Capital Management
Massachusetts
$862K -$1.12M -3,600 -60%
PAM
1750
Pegasus Asset Management
New York
$862K – – –
68 69
70
71 72