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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
2226
9258 Wealth Management
Ohio
$834K -$81.4K -400 -8%
BDWCC
2227
B&D White Capital Company
Texas
$834K +$956K +4,700 New
PP
2228
PDS Planning
Ohio
$831K -$75.5K -371 -7%
FW
2229
FirstPurpose Wealth
Utah
$831K +$138K +680 +17%
PFA
2230
Professional Financial Advisors
Nebraska
$830K +$14.9K +73 +2%
FPA
2231
First Pacific Advisors
California
$824K – – –
CA
2232
Centerpoint Advisors
Massachusetts
$822K – – –
GWS
2233
Glassman Wealth Services
Virginia
$817K -$38.1K -187 -4%
LOAMU
2234
Lombard Odier Asset Management (USA)
New York
$817K – – –
SAM
2235
Satovsky Asset Management
New York
$817K +$1.83K +9 +0.2%
NCG
2236
Newport Capital Group
New Jersey
$814K +$433K +2,127 +96%
WMP
2237
Wealth Management Partners
Arizona
$813K – – –
BWP
2238
BSW Wealth Partners
Colorado
$812K +$28.1K +138 +3%
AWM
2239
Atticus Wealth Management
Florida
$811K – – –
SGCA
2240
Steel Grove Capital Advisors
Tennessee
$807K +$53.9K +265 +6%
TPWM
2241
Twelve Points Wealth Management
Massachusetts
$804K – – –
PCWA
2242
Pacific Capital Wealth Advisors
California
$803K +$157K +772 +21%
AWA
2243
AmeriServ Wealth Advisors
Pennsylvania
$802K -$203 -1 -0%
HIC
2244
Hartline Investment Corp
Illinois
$801K -$6.33M -31,111 -87%
SLT
2245
St Louis Trust
Missouri
$801K – – –
LA
2246
Latitude Advisors
Florida
$801K +$1.83K +9 +0.2%
HBW
2247
Hazlett, Burt & Watson
West Virginia
$801K +$10.6K +52 +1%
EWM
2248
EPG Wealth Management
Georgia
$801K +$43.8K +215 +5%
FNBOH
2249
First National Bank of Hutchinson
Kansas
$800K +$4.88K +24 +0.5%
VT
2250
Vise Technologies
New York
$800K +$25.4K +125 +3%
88 89
90
91 92