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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2751
PBMares Wealth Management
Virginia
$894K +$23.7K +86 +3%
IIM
2752
Intact Investment Management
Quebec, Canada
$893K -$442K -1,600 -33%
KA
2753
Kearns & Associates
California
$893K – – –
PWP
2754
Phillips Wealth Planners
Mississippi
$892K +$53.6K +194 +6%
EAM
2755
Empirical Asset Management
Massachusetts
$892K +$9.66K +35 +1%
WA
2756
Wealth Architects
California
$891K -$51.4K -186 -6%
CIAS
2757
CFS Investment Advisory Services
New Jersey
$890K +$222K +803 +34%
WFMPM
2758
Woodley Farra Manion Portfolio Management
Indiana
$888K +$168K +608 +24%
CWS
2759
Cypress Wealth Services
California
$886K +$227K +821 +35%
HCM
2760
Hutchinson Capital Management
California
$885K +$2.48K +9 +0.3%
PFG
2761
PAX Financial Group
Texas
$884K -$34.8K -126 -4%
BB
2762
Burford Brothers
Texas
$882K +$552 +2 +0.1%
SWM
2763
Shelton Wealth Management
Texas
$880K +$149K +540 +21%
WFA
2764
Wellspring Financial Advisors
Ohio
$880K +$13.8K +50 +2%
MAM
2765
McCarthy Asset Management
California
$878K -$181K -655 -17%
KCM
2766
Kanawha Capital Management
Virginia
$877K +$96.9K +351 +13%
TWM
2767
TMD Wealth Management
Arizona
$875K – – –
DWM
2768
Dogwood Wealth Management
Kansas
$874K +$83.9K +304 +11%
NWA
2769
New World Advisors
Massachusetts
$874K +$108K +390 +14%
MCM
2770
Morton Capital Management
California
$872K +$23.7K +86 +3%
DCM
2771
Dimension Capital Management
Florida
$871K -$24.8K -90 -3%
DF
2772
Dunhill Financial
United Kingdom
$869K -$33.7K -122 -4%
TPW
2773
Transatlantique Private Wealth
New York
$868K +$42.8K +155 +5%
BCG
2774
Breakwater Capital Group
New Jersey
$867K +$70.4K +255 +9%
KFA
2775
Kapstone Financial Advisors
Ohio
$867K -$24K -87 -3%
109 110
111
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