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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2826
Windsor Wealth Management
Indiana
$4.49M +$248K +1,578 +5%
BIM
2827
Barton Investment Management
Pennsylvania
$4.49M – – –
GCM
2828
Glynn Capital Management
California
$4.47M – – –
WFS
2829
Widmann Financial Services
Maryland
$4.47M -$4.55K -29 -0.1%
CIP
2830
Convergence Investment Partners
Florida
$4.46M -$248K -1,579 -5%
TMWM
2831
Taylor & Morgan Wealth Management
Michigan
$4.45M -$72.4K -461 -1%
NED
2832
Nancy E. Dempze
$4.43M -$148K -940 -3%
IIL
2833
Insight Inv LLC
California
$4.43M -$38.3K -244 -0.8%
LCM
2834
Lattice Capital Management
Washington
$4.43M +$6.75K +43 +0.1%
OFW
2835
Omnia Family Wealth
Florida
$4.42M -$4.24K -27 -0.1%
AWP
2836
Accretive Wealth Partners
New Jersey
$4.41M -$30.8K -196 -0.6%
LRWA
2837
Long Run Wealth Advisors
New York
$4.41M +$266K +1,694 +6%
FPA
2838
First Pacific Advisors
California
$4.4M – – –
SFG
2839
Sather Financial Group
Texas
$4.4M -$139K -884 -3%
TFP
2840
Tilia Fiduciary Partners
North Carolina
$4.4M +$628 +4 +0%
RDIA
2841
RE Dickinson Investment Advisors
Iowa
$4.4M -$1.73K -11 -0%
SA
2842
Sicart Associates
New York
$4.39M -$807K -5,140 -14%
CA
2843
Cortland Associates
Missouri
$4.39M -$14K -89 -0.3%
MHWM
2844
Montz Harcus Wealth Management
Louisiana
$4.39M +$86K +548 +2%
FNBOH
2845
First National Bank of Hutchinson
Kansas
$4.39M -$446K -2,843 -8%
SPP
2846
Single Point Partners
Massachusetts
$4.39M -$124K -792 -2%
VCP
2847
Vista Capital Partners
Oregon
$4.38M +$191K +1,218 +4%
WW
2848
Westshore Wealth
California
$4.38M +$15.9K +101 +0.3%
LFA
2849
Landmark Financial Advisors
Kentucky
$4.38M +$169K +1,077 +4%
PCG
2850
Prosperity Consulting Group
Maryland
$4.37M +$942 +6 +0%
112 113
114
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