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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2201
Accurate Wealth Management
Florida
$937K +$916K +4,006 New
WCM
2202
WealthBridge Capital Management
Ohio
$934K +$1.14K +5 +0.1%
AP
2203
Arlington Partners
Alabama
$933K -$9.37K -41 -1%
LWA
2204
Lenox Wealth Advisors
New York
$932K +$12.3K +54 +1%
HWM
2205
Howard Wealth Management
Connecticut
$931K -$57.2K -250 -6%
WW
2206
Waterfront Wealth
Kansas
$929K -$3.89K -17 -0.4%
QPWM
2207
Quadrant Private Wealth Management
Pennsylvania
$929K +$85.5K +374 +10%
IIM
2208
Ironwood Investment Management
Massachusetts
$927K +$30.6K +134 +3%
GSEP
2209
Golden State Equity Partners
California
$923K +$356K +1,556 +65%
WFMPM
2210
Woodley Farra Manion Portfolio Management
Indiana
$921K +$7.77K +34 +0.9%
9WM
2211
9258 Wealth Management
Ohio
$920K -$13.3K -58 -1%
EWM
2212
Elmwood Wealth Management
California
$920K – – –
VC
2213
Veracity Capital
Georgia
$918K -$12.3K -54 -1%
BMC
2214
Beaton Management Company
Massachusetts
$918K – – –
HL
2215
HeadInvest LLC
Maine
$917K +$17.1K +75 +2%
SF
2216
Symphony Financial
Texas
$916K -$1.58M -6,907 -64%
IIA
2217
IPG Investment Advisors
California
$916K +$10.3K +45 +1%
HCP
2218
Holt Capital Partners
Texas
$915K -$4.57K -20 -0.5%
T
2219
TRUADVICE
Florida
$915K +$388K +1,699 +87%
TC
2220
Trust Company
Kansas
$914K -$92.1K -403 -9%
CAS
2221
Cascadia Advisory Services
Oregon
$909K -$21.9K -96 -2%
ATC
2222
Adirondack Trust Company
New York
$909K +$4.34K +19 +0.5%
BO
2223
BRR OpCo
Ohio
$908K -$20.3K -89 -2%
CBN
2224
Cadence Bank NA
Texas
$908K – – –
I
2225
INVST
Indiana
$905K -$45.7K -200 -5%
87 88
89
90 91