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Name Holding Trade Value Shares
Change 		Change in
Stake
SBWM
1376
Sunflower Bank Wealth Management
Arizona
$913K – – –
WIP
1377
Wellesley Investment Partners
Massachusetts
$911K +$28.2K +79 +3%
XWM
1378
Xcel Wealth Management
Florida
$910K -$300K -840 -26%
NEPWA
1379
New England Private Wealth Advisors
Massachusetts
$910K -$53.6K -150 -6%
BCP
1380
Berkeley Capital Partners
Georgia
$910K +$31.5K +88 +4%
MWA
1381
Meridian Wealth Advisors
Texas
$909K +$657K +1,838 +334%
OIM
1382
Orca Investment Management
Oregon
$906K -$27.9K -78 -3%
SSWM
1383
Sheets Smith Wealth Management
North Carolina
$902K +$4.65K +13 +0.6%
HW
1384
Hedeker Wealth
Illinois
$899K -$10.7K -30 -1%
FFA
1385
Fragasso Financial Advisors
Pennsylvania
$898K – – –
CST
1386
Charles Schwab Trust
Nevada
$896K +$854K +2,389 New
AIM
1387
Acropolis Investment Management
Missouri
$892K +$119K +333 +17%
GIM
1388
Groesbeck Investment Management
New Jersey
$891K +$71.5K +200 +9%
NB
1389
Nicolet Bankshares
Wisconsin
$890K +$25K +70 +3%
CICI
1390
Capital Investment Counsel Inc
North Carolina
$888K – – –
WA
1391
Winfield Associates
Ohio
$886K -$107K -300 -11%
WP
1392
WMS Partners
Maryland
$886K +$5.72K +16 +0.7%
NWS
1393
Newport Wealth Strategies
California
$883K -$154K -431 -16%
CRWM
1394
Castle Rock Wealth Management
California
$881K +$23.9K +67 +3%
FI
1395
Financial Insights
Washington
$880K -$2.86K -8 -0.3%
SA
1396
Strategic Advisors
New York
$876K -$211K -591 -20%
LIM
1397
Leavell Investment Management
Alabama
$875K -$8.94K -25 -1%
OWP
1398
Obermeyer Wealth Partners
Colorado
$875K +$93.7K +262 +13%
AAM
1399
American Asset Management
Florida
$874K +$37.5K +105 +5%
WAAG
1400
Wealth Alliance Advisory Group
Kansas
$870K -$102K -285 -11%
54 55
56
57 58