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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1151
Crestwood Advisors Group
Massachusetts
$273K +$175K +380 New
LAS
1152
LWM Advisory Services
Florida
$269K +$173K +375 New
MWP
1153
Meridian Wealth Partners
Pennsylvania
$269K +$172K +374 New
BCM
1154
Beck Capital Management
Texas
$269K +$172K +374 New
IAIM
1155
International Assets Investment Management
Florida
$268K +$6.46K +14 +2%
AO
1156
Advisor OS
Illinois
$267K +$171K +371 New
CFG
1157
Carter Financial Group
Illinois
$267K +$171K +371 New
WRPWM
1158
Werba Rubin Papier Wealth Management
California
$264K +$170K +368 New
YWM
1159
Yukon Wealth Management
Kansas
$264K +$170K +368 New
FAT
1160
First American Trust
California
$263K +$169K +366 New
CPA
1161
Cardiff Park Advisors
California
$262K +$168K +364 New
SWM
1162
Steinberganna Wealth Management
New York
$262K +$168K +364 New
OCBCO
1163
Oversea-Chinese Banking Corp (OCBC)
Singapore
$262K -$553K -1,199 -77%
HBW
1164
Hazlett, Burt & Watson
West Virginia
$261K +$101K +219 +151%
SSC
1165
Syverson Strege & Co
Iowa
$259K +$166K +360 New
CFB
1166
Cullen/Frost Bankers
Texas
$258K +$4.61K +10 +3%
KIM
1167
Kestra Investment Management
Texas
$256K +$164K +356 New
CPA
1168
Capital Planning Advisors
California
$254K -$152K -329 -48%
BPWM
1169
Badgley Phelps Wealth Managers
Washington
$254K +$163K +353 New
KAM
1170
KEB Asset Management
Illinois
$254K +$163K +353 New
WA
1171
Waverly Advisors
Alabama
$253K +$162K +352 New
RRA
1172
Round Rock Advisors
Connecticut
$252K +$162K +351 New
SB
1173
SIG Brokerage
New York
$252K +$162K +351 New
NSG
1174
Nalls Sherbakoff Group
Tennessee
$251K +$46.1K +100 +40%
PCM
1175
Poehling Capital Management
Wisconsin
$251K +$161K +350 New
45 46
47
48 49