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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
2076
Iowa State Bank
Iowa
$368K – – –
LWMM
2077
Legacy Wealth Management (Mississippi)
Mississippi
$368K – – –
WDL
2078
Well Done LLC
Michigan
$366K -$4.08K -84 -1%
CCA
2079
Cobblestone Capital Advisors
New York
$365K -$168K -3,450 -31%
ACM
2080
AUA Capital Management
Pennsylvania
$365K – – –
HGWM
2081
Harvest Group Wealth Management
Massachusetts
$362K -$1.02K -21 -0.3%
IF
2082
Ironwood Financial
Arizona
$362K +$311K +6,396 +558%
FPCP
2083
Fort Point Capital Partners
California
$360K – – –
MWM
2084
MinichMacGregor Wealth Management
New York
$359K +$79.4K +1,635 +28%
ACM
2085
Ativo Capital Management
Illinois
$359K +$363K +7,470 New
SW
2086
StrongBox Wealth
Missouri
$358K -$43.7K -900 -11%
PS
2087
Planned Solutions
California
$356K – – –
MAM
2088
McLean Asset Management
Virginia
$355K +$359K +7,392 New
FCMC
2089
Founders Capital Management (Connecticut)
Connecticut
$354K – – –
CG
2090
Corundum Group
Colorado
$354K +$52.2K +1,074 +17%
ARG
2091
Advisory Resource Group
Oklahoma
$353K -$14.9K -306 -4%
BMWM
2092
Brown Miller Wealth Management
Virginia
$353K +$357K +7,347 New
UTC
2093
Unified Trust Company
Kentucky
$352K -$29.1K -600 -8%
VFP
2094
Verus Financial Partners
Virginia
$351K -$825K -16,980 -70%
MA
2095
MCF Advisors
Kentucky
$351K -$61.2K -1,260 -15%
ESBC
2096
E.S. Barr & Co
Kentucky
$351K – – –
BCM
2097
Bienville Capital Management
New York
$349K – – –
WAM
2098
Wolverine Asset Management
Illinois
$349K +$113K +2,322 +47%
SDWMA
2099
Schneider Downs Wealth Management Advisors
Pennsylvania
$348K -$113K -2,328 -24%
CM
2100
Columbus Macro
Pennsylvania
$347K -$50.6K -1,041 -13%
82 83
84
85 86