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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Cornerstone Wealth Management
Missouri
$215K +$213K +4,671 New
KWM
1127
Kolinsky Wealth Management
New Jersey
$214K +$213K +4,654 New
VT
1128
Vise Technologies
New York
$213K -$13.6K -298 -6%
MWA
1129
MFA Wealth Advisors
Pennsylvania
$211K -$52.5K -1,150 -20%
MIS
1130
Morningstar Investment Services
Illinois
$211K +$209K +4,571 New
ESCM
1131
Echo Street Capital Management
New York
$210K +$209K +4,577 New
VCP
1132
Verus Capital Partners
Arizona
$209K +$207K +4,535 New
PP
1133
PDS Planning
Ohio
$208K +$207K +4,532 New
DWM
1134
Drive Wealth Management
Utah
$208K +$207K +4,528 New
PMG
1135
ProVise Management Group
Florida
$207K +$206K +4,505 New
CCM
1136
Chilton Capital Management
Texas
$207K – – –
WP
1137
Westmount Partners
California
$206K +$204K +4,473 New
LWA
1138
Lineweaver Wealth Advisors
Ohio
$205K +$204K +4,468 New
WI
1139
Wintrust Investments
Illinois
$205K -$16.6K -363 -8%
HAS
1140
HBW Advisory Services
California
$205K +$203K +4,450 New
GT
1141
Greenleaf Trust
Michigan
$204K -$14.3K -314 -7%
FFA
1142
Farther Finance Advisors
California
$203K +$18.7K +410 +10%
MA
1143
MONECO Advisors
Connecticut
$203K +$202K +4,418 New
RVPG
1144
Relative Value Partners Group
$203K +$202K +4,418 New
MA
1145
MJP Associates
Connecticut
$203K +$202K +4,411 New
MCA
1146
Millennium Capital Advisors
Arkansas
$202K +$201K +4,395 New
MA
1147
Montag & Associates
Georgia
$193K +$9.27K +203 +5%
EMFAT
1148
Emerald Mutual Fund Advisers Trust
Pennsylvania
$188K +$32.8K +717 +21%
NCM
1149
Northwest Capital Management
Oregon
$185K – – –
AFG
1150
Albion Financial Group
Utah
$179K +$16.2K +355 +10%
44 45
46
47 48