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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$244K +$7.29K +57 +3%
SAM
877
SignalPoint Asset Management
Missouri
$242K – – –
ACM
878
Alta Capital Management
Utah
$242K +$639 +5 +0.3%
PRS
879
Pinkerton Retirement Specialists
Idaho
$241K – – –
FAIM
880
Financial Advocates Investment Management
Washington
$241K +$128 +1 +0.1%
LWANC
881
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K – – –
SCM
882
Schnieders Capital Management
California
$240K +$221K +1,731 New
RFA
883
Reilly Financial Advisors
California
$239K +$3.2K +25 +1%
AIA
884
Armor Investment Advisors
North Carolina
$237K – – –
MSR
885
Main Street Research
Connecticut
$236K – – –
MC
886
Machina Capital
France
$236K +$217K +1,700 New
GIA
887
Gateway Investment Advisers
Ohio
$235K -$27.5K -215 -11%
VCA
888
Verdence Capital Advisors
Maryland
$234K +$128 +1 +0.1%
RWA
889
Ropes Wealth Advisors
Massachusetts
$234K +$215K +1,684 New
MFS
890
McNamara Financial Services
Massachusetts
$233K +$767 +6 +0.4%
SIA
891
Schechter Investment Advisors
Michigan
$231K +$212K +1,659 New
FFMBT
892
First Farmers & Merchants Bank Trust
Tennessee
$230K +$212K +1,655 New
PP
893
Patten & Patten
Tennessee
$229K -$6.39K -50 -3%
CSIC
894
Clifford Swan Investment Counsel
California
$229K – – –
6M
895
6 Meridian
Kansas
$229K +$211K +1,652 New
AP
896
Americana Partners
Texas
$228K – – –
AIM
897
Anchor Investment Management
South Carolina
$227K -$53.6K -419 -20%
WP
898
WealthPLAN Partners
Nebraska
$226K -$15.3K -120 -6%
PWLP
899
Prio Wealth Limited Partnership
Massachusetts
$226K +$208K +1,626 New
FFG
900
Frisch Financial Group
New York
$226K +$208K +1,627 New
34 35
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37 38