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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1626
Massachusetts Wealth Management
Massachusetts
$768K -$106K -2,993 -13%
WAM
1627
WFA Asset Management
Wisconsin
$768K +$84.1K +2,377 +13%
RS
1628
Rakuten Securities
Japan
$768K +$721K +20,364 New
LF
1629
LifePlan Financial
Minnesota
$767K +$720K +20,356 New
KIA
1630
Kraematon Investment Advisors
Massachusetts
$765K -$26.7K -754 -4%
HCM
1631
Howland Capital Management
Massachusetts
$762K -$53.1K -1,500 -7%
PIA
1632
Perennial Investment Advisors
California
$762K +$97.2K +2,748 +16%
MG
1633
Mather Group
Illinois
$760K +$180K +5,082 +34%
LAM
1634
Lewis Asset Management
California
$760K +$713K +20,148 New
ECM
1635
Evergreen Capital Management
Washington
$758K -$741K -20,950 -51%
EHWM
1636
Eads & Heald Wealth Management
Georgia
$757K -$372K -10,519 -34%
MVA
1637
Mount Vernon Associates
Maryland
$756K – – –
SSWM
1638
Strait & Sound Wealth Management
California
$756K -$22.1K -624 -3%
OA
1639
Operose Advisors
Wisconsin
$754K +$469K +13,255 +196%
NIM
1640
Needham Investment Management
New York
$754K – – –
SFA
1641
Souders Financial Advisors
Ohio
$752K -$84.6K -2,391 -11%
PIMG
1642
Patriot Investment Management Group
Tennessee
$751K -$52.5K -1,485 -7%
CPSAC
1643
Chas P. Smith & Associates (CPS)
Florida
$749K -$213K -6,031 -23%
GCIM
1644
Gunn & Company Investment Management
Florida
$749K +$703K +19,858 New
OWP
1645
Obermeyer Wealth Partners
Colorado
$748K -$15K -423 -2%
IPW
1646
Inlet Private Wealth
Florida
$746K -$501K -14,149 -42%
FHB
1647
First Hawaiian Bank
Hawaii
$746K -$85.8K -2,426 -11%
LA
1648
Legacy Advisors
Pennsylvania
$742K -$112K -3,177 -14%
IAMOG
1649
Investors Asset Management of Georgia
Georgia
$741K +$28.6K +807 +4%
ALAM
1650
Asahi Life Asset Management
Japan
$739K -$935K -26,439 -57%
64 65
66
67 68