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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
901
Mirabella Financial Services
United Kingdom
$334K +$341K +2,151 New
WH
902
Willner & Heller
California
$334K +$1.58K +10 +0.5%
NWM
903
Northcape Wealth Management
New York
$333K – – –
UAML
904
US Asset Management LLC
Pennsylvania
$333K +$633 +4 +0.2%
GM
905
GeoWealth Management
Illinois
$333K +$20.1K +127 +6%
FFA
906
First Foundation Advisors
California
$332K -$7.76K -49 -2%
ACM
907
Alta Capital Management
Utah
$332K +$1.58K +10 +0.5%
RPGK
908
Retirement Planning Group (Kansas)
Kansas
$330K -$10.3K -65 -3%
WCM
909
WealthBridge Capital Management
Ohio
$329K – – –
CWM
910
Cornerstone Wealth Management
Missouri
$329K -$6.65K -42 -2%
BMC
911
Benin Management Corp
Connecticut
$329K – – –
LBC
912
Lowe Brockenbrough & Co
Virginia
$326K -$6.02K -38 -2%
GWP
913
Gateway Wealth Partners
Wisconsin
$324K +$330K +2,084 New
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$330K +2,082 New
WA
915
Waddell & Associates
Tennessee
$323K -$18.1K -114 -5%
DWAM
916
Duncan Williams Asset Management
Tennessee
$319K – – –
CPA
917
Cardiff Park Advisors
California
$318K – – –
OPW
918
Oxler Private Wealth
New York
$316K +$1.27K +8 +0.4%
HAIM
919
Hunter Associates Investment Management
Pennsylvania
$316K – – –
OWM
920
OneAscent Wealth Management
Alabama
$315K +$950 +6 +0.3%
CC
921
Centiva Capital
New York
$314K -$106K -668 -25%
MIM
922
Marco Investment Management
Georgia
$314K -$12.7K -80 -4%
PFA
923
Pathway Financial Advisers
Indiana
$313K +$158 +1 +0%
KAS
924
KPP Advisory Services
Kentucky
$313K -$18.7K -118 -6%
CNBTD
925
Citizens National Bank Trust Department
Mississippi
$313K – – –
35 36
37
38 39