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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
2326
Carlton Hofferkamp & Jenks Wealth Management
Texas
$667K – – –
PCWA
2327
Pacific Capital Wealth Advisors
California
$666K -$48.4K -230 -7%
MCA
2328
Magnolia Capital Advisors
Mississippi
$666K +$662K +3,145 New
AIM
2329
Axiom Investment Management
New York
$665K -$996K -4,731 -60%
FPWM
2330
FSB Premier Wealth Management
Iowa
$665K +$92.4K +439 +16%
NC
2331
NinePointTwo Capital
California
$658K +$53.7K +255 +9%
SAM
2332
Stewart Asset Management
New York
$656K +$123K +585 +23%
IGGA
2333
Iron Gate Global Advisors
Utah
$655K -$5.33M -25,338 -89%
BFWA
2334
Benchmark Financial Wealth Advisors
Florida
$653K -$122K -579 -16%
PCM
2335
Pointe Capital Management
Michigan
$651K +$5.26K +25 +0.8%
MMHP
2336
Murphy Middleton Hinkle & Parker
Georgia
$651K +$5.47K +26 +0.9%
SIA
2337
Strategic Investment Advisors
Michigan
$651K +$66.5K +316 +11%
CWM
2338
Cedar Wealth Management
California
$650K – – –
RWI
2339
Red Wave Investments
Pennsylvania
$650K +$18.9K +90 +3%
DJYG
2340
David J. Yvars Group
Florida
$649K – – –
EFSCE
2341
Enterprise Financial Services Corp (EFSC)
Missouri
$648K +$10.3K +49 +2%
PC
2342
Provenire Capital
Minnesota
$647K -$1.28M -6,080 -67%
FFWM
2343
Future Financial Wealth Management
Ohio
$644K +$19.2K +91 +3%
PC
2344
Permit Capital
Pennsylvania
$642K – – –
FNBOH
2345
First National Bank of Hutchinson
Kansas
$641K -$108K -515 -15%
KW
2346
KWB Wealth
California
$641K +$68.2K +324 +12%
GIP
2347
Greatmark Investment Partners
Georgia
$640K -$15.4K -73 -2%
RW
2348
REDW Wealth
New Mexico
$640K – – –
MFG
2349
Monumental Financial Group
Maryland
$640K +$636K +3,023 New
PA
2350
Probity Advisors
Texas
$639K +$635K +3,016 New
92 93
94
95 96