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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1751
Trueblood Wealth Management
Ohio
$210K -$1.73K -10 -0.8%
M
1752
MOTCO
Texas
$210K +$27.9K +161 +15%
WCM
1753
Whitener Capital Management
North Carolina
$210K -$30.3K -175 -13%
AF
1754
Affiance Financial
Minnesota
$210K -$80.5K -465 -27%
SA
1755
Sylvest Advisors
Texas
$209K -$59.2K -342 -22%
NL
1756
NDWM LLC
California
$209K – – –
DIP
1757
DT Investment Partners
Pennsylvania
$209K – – –
CA
1758
Continuum Advisory
Idaho
$209K -$8.65K -50 -4%
EFG
1759
Embree Financial Group
Illinois
$208K +$1.9K +11 +0.9%
MW
1760
Marks Wealth
Maryland
$208K +$211K +1,221 New
DP
1761
Denver PWM
Colorado
$208K +$208K +1,200 +6,000%
DSC
1762
Duncker Streett & Co
Missouri
$208K -$31.2K -180 -13%
JFGIW
1763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K -$865 -5 -0.4%
BCMIO
1764
Beacon Capital Management Inc (Ohio)
Ohio
$208K +$173K +1,000 New
SSWM
1765
Smith Salley Wealth Management
North Carolina
$207K +$210K +1,214 New
SHF
1766
Stage Harbor Financial
Massachusetts
$207K – – –
FMB
1767
Field & Main Bank
Kentucky
$206K +$36.3K +210 +21%
DWM
1768
David Wealth Management
Virginia
$206K – – –
ZF
1769
Zhang Financial
Michigan
$206K -$11.8K -68 -5%
ITIM
1770
Indiana Trust & Investment Management
Indiana
$206K – – –
FTC
1771
Farmers Trust Company
Ohio
$206K +$2.6K +15 +1%
QWP
1772
Quotient Wealth Partners
Texas
$205K -$34.4K -199 -14%
ST
1773
Smithfield Trust
Pennsylvania
$205K +$15.8K +91 +8%
GIP
1774
Greatmark Investment Partners
Georgia
$205K -$204K -1,177 -50%
TA
1775
TKG Advisors
Indiana
$205K +$208K +1,200 New
69 70
71
72 73