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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
826
MGO One Seven
Ohio
$216K -$3.92K -34 -2%
MAS
827
Meeder Advisory Services
Ohio
$215K -$26.6K -230 -11%
HWM
828
Hohimer Wealth Management
Washington
$215K -$12.1K -105 -5%
AFG
829
Atomi Financial Group
New York
$214K -$81.4K -705 -28%
1WM
830
1900 Wealth Management
Texas
$213K +$208K +1,802 New
SC
831
SummitTX Capital
Texas
$213K +$208K +1,801 New
AP
832
Anchyra Partners
Georgia
$212K +$207K +1,793 New
CC
833
Courier Capital
New York
$212K -$22.9K -198 -10%
WC
834
Weil Company
California
$211K – – –
EWA
835
EverSource Wealth Advisors
Alabama
$210K +$50.8K +440 +33%
CIS
836
Continental Investors Services
Washington
$210K -$16K -139 -7%
LMFP
837
Larry Mathis Financial Planning
Arizona
$209K +$204K +1,764 New
TCBWMS
838
Texas Capital Bank Wealth Management Services
Texas
$207K -$53.9K -467 -21%
CCA
839
Checchi Capital Advisers
California
$207K -$57.9K -502 -22%
NAM
840
NorthCrest Asset Manangement
Minnesota
$207K +$201K +1,742 New
PAM
841
Panagora Asset Management
Massachusetts
$206K – – –
SWA
842
Stratos Wealth Advisors
Ohio
$206K +$462 +4 +0.2%
PCIA
843
Prime Capital Investment Advisors
Kansas
$205K +$808 +7 +0.4%
EWS
844
Evergreen Wealth Solutions
Pennsylvania
$205K +$2.77K +24 +1%
SWA
845
SFMG Wealth Advisors
Texas
$203K +$198K +1,716 New
CWM
846
Chemistry Wealth Management
New York
$202K – – –
MSF
847
Mustard Seed Financial
Arkansas
$202K +$693 +6 +0.4%
WA
848
Westfuller Advisors
New York
$192K +$104K +901 +125%
WSFS
849
Wilmington Savings Fund Society
Delaware
$185K +$115 +1 +0.1%
AAG
850
Armstrong Advisory Group
Massachusetts
$174K – – –
32 33
34
35 36