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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1626
Elite Wealth Management
Washington
$326K +$50.7K +150 +18%
BWM
1627
Baystate Wealth Management
Massachusetts
$326K +$244K +721 +300%
TWM
1628
Titus Wealth Management
California
$326K +$335K +992 New
RA
1629
Rational Advisors
New York
$324K +$334K +988 New
HA
1630
Hays Advisory
Tennessee
$322K -$176K -521 -35%
DMC
1631
Drexel Morgan & Co
Pennsylvania
$320K -$101K -300 -24%
PA
1632
Probity Advisors
Texas
$317K -$10.5K -31 -3%
TCM
1633
Towercrest Capital Management
Pennsylvania
$317K – – –
TCM
1634
Telos Capital Management
California
$315K -$16.9K -50 -5%
BTNA
1635
Bremer Trust National Association
Minnesota
$314K -$5.07K -15 -2%
RWM
1636
RKL Wealth Management
Pennsylvania
$314K +$72.3K +214 +29%
VHAM
1637
Van Hulzen Asset Management
California
$313K -$208K -616 -39%
WAM
1638
Winslow Asset Management
Ohio
$311K – – –
BA
1639
BKS Advisors
Michigan
$311K +$320K +948 New
RW
1640
REDW Wealth
New Mexico
$310K – – –
LWM
1641
Lenox Wealth Management
Ohio
$306K +$8.11K +24 +3%
CNB
1642
Camden National Bank
Maine
$306K +$315K +932 New
PTC
1643
Petrus Trust Company
Texas
$306K +$316K +934 New
AWM
1644
AllSquare Wealth Management
New York
$301K -$12.5K -37 -4%
LFA
1645
Legacy Financial Advisors
Kentucky
$301K -$5.07K -15 -2%
AOWM
1646
Alpha Omega Wealth Management
Virginia
$301K +$5.74K +17 +2%
MSR
1647
Main Street Research
Connecticut
$301K +$310K +918 New
IWA
1648
Intercontinental Wealth Advisors
Texas
$300K -$169K -500 -35%
AWE
1649
Avidian Wealth Enterprises
Texas
$300K +$1.69K +5 +0.6%
BW
1650
Bison Wealth
Georgia
$300K +$34.8K +103 +13%
64 65
66
67 68