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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2576
Total Clarity Wealth Management
Illinois
$529K +$48.8K +236 +10%
FCA
2577
FinTrust Capital Advisors
South Carolina
$529K +$55.4K +268 +12%
WCA
2578
Westover Capital Advisors
Delaware
$528K -$48.2K -233 -8%
BW
2579
Bison Wealth
Georgia
$527K +$24.6K +119 +5%
SHWM
2580
Smith & Howard Wealth Management
Georgia
$523K -$413 -2 -0.1%
NWM
2581
NEIRG Wealth Management
Massachusetts
$522K -$19.4K -94 -3%
MIAS
2582
Mason Investment Advisory Services
Virginia
$521K -$755K -3,651 -58%
JWM
2583
Janiczek Wealth Management
Colorado
$518K -$42K -203 -8%
NWA
2584
New World Advisors
Massachusetts
$518K +$30.6K +148 +6%
MIM
2585
MTM Investment Management
South Carolina
$517K +$80.6K +390 +18%
BC
2586
Bowman & Company
Wisconsin
$516K +$34.5K +167 +7%
WFM
2587
Wolff Financial Management
Michigan
$515K – – –
BA
2588
Bridgewater Advisors
New York
$514K -$15.9K -77 -3%
AWM
2589
Act Wealth Management
Texas
$514K – – –
HTHT
2590
Hemenway Trust Hemenway Trust
New Hampshire
$514K – – –
JCM
2591
Jag Capital Management
Missouri
$513K -$467K -2,262 -46%
FAM
2592
Formidable Asset Management
Ohio
$512K +$3.51K +17 +0.7%
PFM
2593
Privium Fund Management
Netherlands
$512K +$537K +2,600 New
CWM
2594
Cahaba Wealth Management
Georgia
$509K -$78.1K -378 -13%
JDR
2595
Jay D. Rosenbaum
$509K – – –
AWM
2596
Aevitas Wealth Management
Massachusetts
$509K +$827 +4 +0.2%
TI
2597
Truepoint Inc
Ohio
$507K -$99K -479 -16%
DSN
2598
D. Scott Neal
Kentucky
$507K -$51.7K -250 -9%
DCM
2599
Dimension Capital Management
Florida
$506K -$12.2K -59 -2%
NG
2600
Northstar Group
New York
$505K – – –
102 103
104
105 106