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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1101
Icon Wealth Advisors
Texas
$642K -$13.2K -74 -2%
BW
1102
Bison Wealth
Georgia
$641K – – –
NBT
1103
Northwest Bank & Trust
Iowa
$641K +$137K +766 +28%
VWM
1104
Venturi Wealth Management
Texas
$640K +$43K +241 +7%
DCM
1105
Dudley Capital Management
Virginia
$640K -$94.5K -530 -13%
WDG
1106
Wealth Dimensions Group
Ohio
$638K -$148K -830 -19%
ANB
1107
Amarillo National Bank
Texas
$638K -$125K -700 -17%
WA
1108
WealthTrust Axiom
Pennsylvania
$637K – – –
CGL
1109
Clarius Group LLC
Washington
$636K -$57.2K -321 -8%
OFS
1110
OneAscent Financial Services
Alabama
$634K +$284K +1,594 +84%
OIM
1111
Orca Investment Management
Oregon
$633K -$9.8K -55 -2%
SCM
1112
Steele Capital Management
Iowa
$630K -$232K -1,300 -27%
MWM
1113
Merriman Wealth Management
Washington
$627K +$130K +732 +27%
EWA
1114
Exencial Wealth Advisors
Oklahoma
$626K +$235K +1,317 +62%
RIA
1115
Regal Investment Advisors
Michigan
$626K +$56.5K +317 +10%
WAG
1116
Winthrop Advisory Group
Massachusetts
$626K -$18.7K -105 -3%
BTW
1117
Boston Trust Walden
Massachusetts
$624K -$35.6K -200 -6%
LWM
1118
Lodestone Wealth Management
Washington
$624K -$10.9K -61 -2%
1WM
1119
1858 Wealth Management
Ohio
$623K +$392K +2,200 +180%
CWM
1120
Connecticut Wealth Management
Connecticut
$622K -$4.46K -25 -0.7%
MWM
1121
Massachusetts Wealth Management
Massachusetts
$622K +$69.5K +390 +13%
CM
1122
Castleark Management
Illinois
$619K -$3.91M -21,930 -87%
JIC
1123
Joel Isaacson & Co
New York
$617K +$1.78K +10 +0.3%
ISL
1124
Ingalls & Snyder LLC
New York
$617K -$28.5K -160 -5%
DP
1125
DDD Partners
Washington
$617K -$1.6K -9 -0.3%
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