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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2551
Annandale Capital
Texas
$641K – – –
IGWM
2552
ICA Group Wealth Management
Colorado
$641K -$1.71M -8,483 -73%
TCWM
2553
Total Clarity Wealth Management
Illinois
$639K +$68.2K +338 +12%
SOW
2554
State of Wyoming
Wyoming
$639K -$266K -1,320 -30%
NSB
2555
Norway Savings Bank
Maine
$639K +$21.2K +105 +4%
FBT
2556
First Bank & Trust
South Dakota
$639K +$2.62K +13 +0.4%
CS
2557
Cannell & Spears
New York
$639K +$284K +1,408 +85%
BEW
2558
Burton Enright Welch
California
$638K -$12.1K -60 -2%
PCWA
2559
Pacific Capital Wealth Advisors
California
$637K -$293K -1,455 -32%
MIM
2560
MTM Investment Management
South Carolina
$635K +$51.4K +255 +9%
MTWM
2561
Masso Torrence Wealth Management
New Jersey
$635K -$4.84K -24 -0.8%
JWM
2562
JGP Wealth Management
Oregon
$634K -$32.3K -160 -5%
3F
2563
360 Financial
Minnesota
$634K – – –
SFWA
2564
Summit Financial Wealth Advisors
Louisiana
$633K +$105K +523 +21%
FIM
2565
Freedom Investment Management
Connecticut
$632K -$151K -747 -20%
MMHP
2566
Murphy Middleton Hinkle & Parker
Georgia
$632K – – –
BWCS
2567
Beirne Wealth Consulting Services
Connecticut
$632K +$212K +1,053 +66%
SIG
2568
Sargent Investment Group
Maryland
$630K -$151K -750 -20%
WPA
2569
West Paces Advisors
Georgia
$628K +$5.45K +27 +0.9%
MSA
2570
Marino Stram & Associates
Massachusetts
$627K +$2.22K +11 +0.4%
IIC
2571
Integrated Investment Consultants
Michigan
$627K +$114K +567 +23%
HA
2572
Hamel Associates
New Jersey
$626K -$16.1K -80 -3%
BFA
2573
BMS Financial Advisors
South Dakota
$626K -$11.7K -58 -2%
GAA
2574
Global Assets Advisory
Florida
$626K +$3.23K +16 +0.5%
C
2575
CEDRUS
Colorado
$626K +$19.8K +98 +3%
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