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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1751
Broadleaf Partners
Ohio
$23.2M -$748K -2,874 -3%
TIS
1752
Titan Investment Solutions
$23.1M +$23.7M +91,158 New
GIA
1753
Guyasuta Investment Advisors
Pennsylvania
$23.1M -$71.3K -274 -0.3%
IP
1754
Isthmus Partners
Wisconsin
$23.1M -$816K -3,136 -3%
SGA
1755
Strategic Global Advisors
California
$23.1M -$230K -884 -1%
WCM
1756
Whitener Capital Management
North Carolina
$23.1M -$2.52M -9,699 -10%
LWA
1757
Lineweaver Wealth Advisors
Ohio
$23M -$494K -1,899 -2%
QF
1758
QVT Financial
New York
$23M +$3.75M +14,428 +19%
AIA
1759
AIMZ Investment Advisors
California
$23M -$335K -1,289 -1%
FPB
1760
First PREMIER Bank
South Dakota
$23M -$334K -1,283 -1%
QWP
1761
Quotient Wealth Partners
Texas
$23M +$2.33M +8,942 +11%
FFS
1762
Founders Financial Securities
Maryland
$23M -$4.62M -17,743 -17%
THCM
1763
Taylor Hoffman Capital Management
Virginia
$23M -$651K -2,503 -3%
NPT
1764
National Philanthropic Trust
Pennsylvania
$22.9M -$7.64M -29,357 -25%
CAM
1765
Costello Asset Management
Pennsylvania
$22.9M +$112K +429 +0.5%
ST
1766
Sentinel Trust
Texas
$22.9M -$477K -1,834 -2%
EW
1767
Elyxium Wealth
California
$22.9M -$7.81M -29,998 -25%
BBA
1768
Baader Bank Aktiengesellschaft
Germany
$22.9M -$5.23M -20,082 -18%
1IA
1769
1834 Investment Advisors
Wisconsin
$22.8M -$776K -2,981 -3%
FFWA
1770
FRG Family Wealth Advisors
Washington
$22.8M -$796K -3,058 -3%
WKWM
1771
Walter & Keenan Wealth Management
Indiana
$22.7M -$22.4K -86 -0.1%
NLP
1772
Next Level Private
New York
$22.7M +$13.6M +52,433 +141%
NFSG
1773
Newbridge Financial Services Group
Florida
$22.7M -$1.18M -4,531 -5%
ML
1774
McAdam LLC
Pennsylvania
$22.7M +$1.24M +4,770 +6%
WIA
1775
Westbourne Investment Advisors
Maryland
$22.6M -$95K -365 -0.4%
69 70
71
72 73