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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
1726
ERn Financial LLC
Wisconsin
$364K +$15.6K +76 +5%
CAP
1727
Columbia Advisory Partners
Washington
$364K +$88.8K +432 +35%
CAAS
1728
Capital Asset Advisory Services
Michigan
$363K -$340K -1,654 -51%
MWP
1729
Meridian Wealth Partners
Pennsylvania
$362K +$63.5K +309 +23%
PAM
1730
Pacific Asset Management
Washington
$361K – – –
CCC
1731
Chelsea Counsel Company
California
$360K -$10.3K -50 -3%
IP
1732
Investment Partners
Ohio
$360K – – –
TAFW
1733
Tred Avon Family Wealth
Maryland
$360K – – –
CCA
1734
Childress Capital Advisors
Texas
$360K -$103K -499 -23%
SWP
1735
Strategic Wealth Partners
Ohio
$359K -$301K -1,463 -47%
ZCP
1736
Z3 Capital Partners
Virginia
$359K +$340K +1,655 New
MNBTD
1737
Moody National Bank Trust Division
Texas
$359K +$49.6K +241 +17%
TWM
1738
Tradition Wealth Management
Minnesota
$359K -$22.4K -109 -6%
FNFDCM
1739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$358K – – –
TA
1740
TrueWealth Advisors
Alabama
$358K – – –
VCM
1741
Vines Capital Management
Louisiana
$358K +$339K +1,648 New
XWL
1742
XXI Wealth LLC
Illinois
$357K +$338K +1,645 New
BWAM
1743
Blue Water Asset Management
Michigan
$357K +$338K +1,645 New
ISFAN
1744
Investor's Fiduciary Advisor Network
Washington
$357K +$12.3K +60 +4%
LCM
1745
LCM Capital Management
Illinois
$356K – – –
CWM
1746
Consultiva Wealth Management
Puerto Rico
$355K -$20.6K -100 -6%
OP
1747
ORG Partners
Indiana
$355K +$106K +513 +46%
SFO
1748
Stokes Family Office
Louisiana
$355K +$66.6K +324 +25%
JWM
1749
Jacksonville Wealth Management
Florida
$355K -$36.8K -179 -10%
BFA
1750
Bill Few Associates
Pennsylvania
$353K -$21.6K -105 -6%
68 69
70
71 72