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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3176
McGlone Suttner Wealth Management
Wisconsin
$8.42M +$676K +2,362 +9%
LRIC
3177
Long Road Investment Counsel
Michigan
$8.42M – – –
ODFS
3178
O'Donnell Financial Services
California
$8.41M -$139K -487 -2%
JGCM
3179
Joseph Group Capital Management
Ohio
$8.41M -$202K -705 -2%
NAMNJ
3180
NorthStar Asset Management (New Jersey)
New Jersey
$8.4M -$70.1K -245 -0.8%
PFA
3181
Plotkin Financial Advisors
Maryland
$8.4M +$18.6K +65 +0.2%
NA
3182
Nautilus Advisors
California
$8.4M – – –
BWM
3183
BlackDiamond Wealth Management
New York
$8.39M +$572 +2 +0%
BBPWM
3184
Blue Bell Private Wealth Management
Pennsylvania
$8.39M -$22.9K -80 -0.3%
EWA
3185
Etesian Wealth Advisors
Oregon
$8.39M -$319K -1,116 -4%
DWM
3186
Ducere Wealth Management
California
$8.38M +$2.62M +9,168 +46%
OC
3187
Opal Capital
Florida
$8.36M +$1.44M +5,044 +21%
WIM
3188
Warwick Investment Management
Texas
$8.36M +$295K +1,032 +4%
CC
3189
Cypress Capital
Tennessee
$8.36M -$149K -521 -2%
FCB
3190
First County Bank
Connecticut
$8.35M -$27.7K -97 -0.3%
AIC
3191
Archer Investment Corporation
Indiana
$8.34M -$186K -650 -2%
PPC
3192
Park Place Capital
Alabama
$8.34M +$1.16M +4,071 +16%
SR
3193
Syntax Research
Florida
$8.33M +$3.72K +13 +0%
ATWA
3194
Arbor Trust Wealth Advisors
Michigan
$8.32M -$239K -837 -3%
FOA
3195
Five Oceans Advisors
California
$8.32M -$40K -140 -0.5%
PIAS
3196
PCA Investment Advisory Services
Ohio
$8.32M +$89.5K +313 +1%
TC
3197
Trust Company
Kansas
$8.32M -$8.31M -29,044 -50%
VAG
3198
VisionPoint Advisory Group
Texas
$8.31M +$823K +2,876 +11%
GCA
3199
Gallagher Capital Advisors
Texas
$8.3M -$52.1K -182 -0.6%
TWM
3200
Tortuga Wealth Management
California
$8.29M +$75.5K +264 +0.9%
126 127
128
129 130