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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
776
National Wealth Management Group
Ohio
$362K +$342K +4,950 New
FCG
777
Fielder Capital Group
Tennessee
$359K – – –
GFP
778
Gryphon Financial Partners
Ohio
$358K +$111K +1,604 +49%
RWP
779
RWA Wealth Partners
Massachusetts
$357K +$83K +1,201 +33%
FMII
780
Farmers & Merchants Investments Inc
Nebraska
$355K – – –
SWM
781
Silverlake Wealth Management
Vermont
$354K +$899 +13 +0.3%
DWM
782
Drive Wealth Management
Utah
$354K -$19.7K -285 -6%
LPT
783
Legacy Private Trust
Wisconsin
$352K – – –
MCCA
784
Mill Creek Capital Advisors
Pennsylvania
$351K -$20.4K -295 -6%
HFAS
785
Hummer Financial Advisory Services
Illinois
$350K – – –
LRIA
786
Leonard Rickey Investment Advisors
Washington
$349K +$14.5K +210 +5%
TIA
787
Traphagen Investment Advisors
New Jersey
$348K +$3.52K +51 +1%
ST
788
Sabal Trust
Florida
$348K -$4.63K -67 -1%
SMA
789
Sage Mountain Advisors
Georgia
$347K +$35.1K +508 +12%
KOCAA
790
Knights of Columbus Asset Advisors
Connecticut
$347K +$7.6K +110 +2%
PTP
791
Platform Technology Partners
New York
$345K -$34.1K -494 -9%
CGL
792
Clarius Group LLC
Washington
$343K -$90.1K -1,303 -22%
SC
793
Sepio Capital
Utah
$341K +$71.3K +1,031 +28%
GWM
794
Graybill Wealth Management
Illinois
$341K – – –
FC
795
Fulcrum Capital
Washington
$339K – – –
AWA
796
Arete Wealth Advisors
Illinois
$338K -$122K -1,768 -28%
NWAG
797
Net Worth Advisory Group
Utah
$337K +$319K +4,611 New
RCA
798
Resonant Capital Advisors
Wisconsin
$337K +$318K +4,607 New
WPC
799
Wedmont Private Capital
Pennsylvania
$336K +$74.5K +1,078 +29%
CT
800
Caldwell Trust
Florida
$335K -$72.2K -1,045 -19%
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