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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
2051
Forvis Mazars Wealth Advisors
Missouri
$213K +$200K +948 New
ERIM
2052
Eagle Ridge Investment Management
Connecticut
$212K -$22.2K -105 -10%
CCM
2053
Condor Capital Management
New Jersey
$212K +$199K +943 New
FFBTD
2054
First Financial Bank - Trust Division
Ohio
$211K -$21.1K -100 -10%
9WM
2055
9258 Wealth Management
Ohio
$211K +$198K +939 New
MCM
2056
Marathon Capital Management
Maryland
$210K -$150K -709 -43%
SIC
2057
Samalin Investment Counsel
New York
$210K +$197K +932 New
SIC
2058
Sigma Investment Counselors
Michigan
$209K +$196K +928 New
CIA
2059
CCM Investment Advisers
South Carolina
$209K +$196K +930 New
HBT
2060
Hills Bank & Trust
Iowa
$208K +$27.4K +130 +16%
SWP
2061
Summit Wealth Partners
Florida
$207K +$195K +922 New
WBC
2062
West Branch Capital
Massachusetts
$207K -$3.38K -16 -2%
WF
2063
Wayfinding Financial
Washington
$207K +$196K +927 New
COCM
2064
Charter Oak Capital Management
New Hampshire
$206K
FWM
2065
Fortress Wealth Management
California
$206K +$193K +914 New
MAM
2066
McLean Asset Management
Virginia
$205K -$50.7K -240 -21%
MHR
2067
Matthew Hamilton Rosenberg
$205K +$53.8K +255 +39%
SCG
2068
Sonata Capital Group
Washington
$205K +$192K +912 New
AWM
2069
Abound Wealth Management
Tennessee
$204K +$192K +908 New
FFN
2070
Focus Financial Network
Minnesota
$204K +$191K +907 New
EIG
2071
Ellenbecker Investment Group
Wisconsin
$203K -$20.7K -98 -10%
I
2072
INVST
Indiana
$202K -$50.7K -240 -21%
SWM
2073
SFG Wealth Management
Maryland
$202K +$190K +900 New
MAG
2074
Mayfair Advisory Group
Alabama
$201K +$188K +892 New
QCM
2075
Quest Capital Management
Texas
$201K +$188K +893 New