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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1726
Coppell Advisory Solutions
Texas
$365K +$23K +112 +7%
PP
1727
Patron Partners
Texas
$365K -$158K -770 -31%
EFL
1728
ERn Financial LLC
Wisconsin
$364K +$15.6K +76 +5%
CAP
1729
Columbia Advisory Partners
Washington
$364K +$88.8K +432 +35%
CAAS
1730
Capital Asset Advisory Services
Michigan
$363K -$340K -1,654 -51%
MWP
1731
Meridian Wealth Partners
Pennsylvania
$362K +$63.5K +309 +23%
PAM
1732
Pacific Asset Management
Washington
$361K – – –
CCC
1733
Chelsea Counsel Company
California
$360K -$10.3K -50 -3%
IP
1734
Investment Partners
Ohio
$360K – – –
TAFW
1735
Tred Avon Family Wealth
Maryland
$360K – – –
CCA
1736
Childress Capital Advisors
Texas
$360K -$103K -499 -23%
SWP
1737
Strategic Wealth Partners
Ohio
$359K -$301K -1,463 -47%
ZCP
1738
Z3 Capital Partners
Virginia
$359K +$340K +1,655 New
MNBTD
1739
Moody National Bank Trust Division
Texas
$359K +$49.6K +241 +17%
TWM
1740
Tradition Wealth Management
Minnesota
$359K -$22.4K -109 -6%
FNFDCM
1741
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$358K – – –
TA
1742
TrueWealth Advisors
Alabama
$358K – – –
VCM
1743
Vines Capital Management
Louisiana
$358K +$339K +1,648 New
XWL
1744
XXI Wealth LLC
Illinois
$357K +$338K +1,645 New
BWAM
1745
Blue Water Asset Management
Michigan
$357K +$338K +1,645 New
ISFAN
1746
Investor's Fiduciary Advisor Network
Washington
$357K +$12.3K +60 +4%
LCM
1747
LCM Capital Management
Illinois
$356K – – –
CWM
1748
Consultiva Wealth Management
Puerto Rico
$355K -$20.6K -100 -6%
OP
1749
ORG Partners
Indiana
$355K +$106K +513 +46%
SFO
1750
Stokes Family Office
Louisiana
$355K +$66.6K +324 +25%
68 69
70
71 72