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Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
3126
BlueDoor Private Wealth
Massachusetts
$7.7M +$174K +667 +2%
SPA
3127
Sentinel Pension Advisors
Massachusetts
$7.69M +$153K +588 +2%
VI
3128
VectorGlobal IAG
Florida
$7.69M +$7.88M +30,283 New
SSW
3129
Smith Shellnut Wilson
Mississippi
$7.69M -$493K -1,894 -6%
AWA
3130
Alaska Wealth Advisors
Alaska
$7.67M +$4.54M +17,438 +136%
TFP
3131
Tilia Fiduciary Partners
North Carolina
$7.67M +$27.6K +106 +0.4%
KCPT
3132
Kingstone Capital Partners Texas
Texas
$7.66M +$4.16K +16 +0.1%
NDBT
3133
North Dallas Bank & Trust
Texas
$7.66M -$153K -587 -2%
WPW
3134
Winthrop Partners - WNY
New York
$7.65M +$5.46K +21 +0.1%
OCPWS
3135
One Charles Private Wealth Services
Massachusetts
$7.64M +$29.9K +115 +0.4%
EWA
3136
Etesian Wealth Advisors
Oregon
$7.64M -$37.2K -143 -0.5%
TSWM
3137
Triangle Securities Wealth Management
North Carolina
$7.64M -$7.97M -30,621 -50%
FAL
3138
Focused Alpha LLC
Colorado
$7.63M -$505K -1,941 -6%
WIM
3139
Wiregrass Investment Management
Georgia
$7.62M +$468K +1,798 +6%
FWP
3140
Firethorn Wealth Partners
Georgia
$7.62M +$393K +1,510 +5%
BCFD
3141
Boit C.F. David
$7.61M – – –
SFG
3142
Snider Financial Group
Washington
$7.6M -$2.96M -11,365 -28%
PTC
3143
Provident Trust Company
Wisconsin
$7.6M – – –
AFW
3144
Avantra Family Wealth
Pennsylvania
$7.6M +$294K +1,129 +4%
TPW
3145
Tiller Private Wealth
Pennsylvania
$7.59M -$15.1K -58 -0.2%
FSCM
3146
Front Street Capital Management
Montana
$7.58M -$106K -409 -1%
GWWM
3147
Great Waters Wealth Management
Minnesota
$7.58M -$17.4K -67 -0.2%
BMC
3148
Beaton Management Company
Massachusetts
$7.57M -$58.6K -225 -0.7%
BTWM
3149
Baker Tilly Wealth Management
Wisconsin
$7.56M +$397K +1,525 +5%
JGCM
3150
Joseph Group Capital Management
Ohio
$7.56M +$1.07M +4,103 +16%
124 125
126
127 128