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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
Gibbs Wealth Management
Georgia
$733K +$381K +2,222 +85%
WHC
927
Wulff, Hansen & Co
California
$731K -$87.5K -510 -10%
FWP
928
FAS Wealth Partners
Kansas
$730K +$28.3K +165 +4%
RIA
929
Richwood Investment Advisors
Ohio
$730K -$39.4K -230 -5%
CHAM
930
Clear Harbor Asset Management
Connecticut
$729K +$8.74K +51 +1%
CHA
931
Carmichael Hill & Associates
Maryland
$729K +$25.7K +150 +3%
EWA
932
Exencial Wealth Advisors
Oklahoma
$729K +$232K +1,353 +39%
EP
933
Elkhorn Partners
Nebraska
$724K +$190K +1,110 +30%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$724K +$89.8K +524 +12%
CA
935
Carson Advisory
Georgia
$717K -$9.95K -58 -1%
SR
936
Syntax Research
Florida
$716K +$125K +730 +18%
ME
937
McIlrath & Eck
Washington
$716K -$67.4K -393 -8%
PWAM
938
Pinnacle West Asset Management
Wyoming
$714K +$58.3K +340 +8%
WPC
939
Wedmont Private Capital
Pennsylvania
$712K -$92.8K -541 -11%
ESB
940
Essex Savings Bank
Connecticut
$709K -$4.12K -24 -0.5%
PA
941
PFG Advisors
Arizona
$705K -$79.7K -465 -9%
BWM
942
BNC Wealth Management
Oregon
$701K -$105K -615 -12%
CT
943
Chicago Trust
Illinois
$699K -$81.4K -475 -9%
CI
944
CX Institutional
Indiana
$698K -$133K -777 -14%
AA
945
Argent Advisors
Louisiana
$698K +$8.74K +51 +1%
CA
946
Claro Advisors
Massachusetts
$697K +$527K +3,073 +203%
WPP
947
Whalerock Point Partners
Rhode Island
$697K – – –
SAM
948
S.A. Mason
Michigan
$692K +$857 +5 +0.1%
BP
949
Ballentine Partners
Massachusetts
$689K -$180K -1,050 -19%
1SB
950
1ST Source Bank
Indiana
$689K -$238K -1,390 -23%
36 37
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