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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1501
Institute for Wealth Management
Colorado
$785K +$119K +3,531 +17%
TW
1502
TrinityPoint Wealth
Connecticut
$782K -$142K -4,210 -15%
HNWAG
1503
High Net Worth Advisory Group
Florida
$781K -$14.4K -427 -2%
PVM
1504
Palogic Value Management
Texas
$781K – – –
SEP
1505
Southland Equity Partners
Missouri
$781K +$204K +6,038 +33%
DCM
1506
Donaldson Capital Management
Indiana
$780K +$47.2K +1,396 +6%
WFM
1507
Wolff Financial Management
Michigan
$777K +$304 +9 +0%
CWP
1508
Concord Wealth Partners
Virginia
$777K -$162K -4,805 -17%
EFSCE
1509
Enterprise Financial Services Corp (EFSC)
Missouri
$776K -$43.4K -1,285 -5%
LBC
1510
Lowe Brockenbrough & Co
Virginia
$775K +$5.07K +150 +0.6%
RWA
1511
Ropes Wealth Advisors
Massachusetts
$771K -$4.8K -142 -0.6%
NIM
1512
Northeast Investment Management
Massachusetts
$770K -$206K -6,104 -20%
CCWM
1513
Cassaday & Co Wealth Management
Virginia
$769K +$11.2K +332 +1%
GC
1514
Gilbert & Cook
Iowa
$766K +$79.8K +2,361 +11%
LCM
1515
Liberty Capital Management
Michigan
$766K -$338K -9,999 -30%
CASB
1516
Cape Ann Savings Bank
Massachusetts
$764K -$44.1K -1,306 -5%
SAM
1517
Sawgrass Asset Management
Florida
$762K -$28.4K -840 -3%
MCP
1518
Mirador Capital Partners
California
$761K -$1.85M -54,637 -70%
AWA
1519
Aaron Wealth Advisors
Illinois
$761K -$19.3K -571 -2%
V
1520
ViaWealth
Kansas
$761K +$3.51K +104 +0.4%
ICG
1521
InterOcean Capital Group
Tennessee
$760K +$263K +7,788 +50%
HFRG
1522
Houlihan Financial Resource Group
Virginia
$759K -$27.4M -811,067 -97%
JE
1523
JMAC Enterprises
Pennsylvania
$759K -$2.33K -69 -0.3%
BWP
1524
Balboa Wealth Partners
Arizona
$758K -$78.8K -2,332 -9%
EA
1525
Emerald Advisors
Washington
$758K +$170K +5,024 +27%
59 60
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62 63