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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2176
Caldwell Trust
Florida
$208K -$15K -73 -7%
PB
2177
Prosperity Bancshares
Texas
$207K +$196K +955 New
CIA
2178
Compass Ion Advisors
Pennsylvania
$207K -$11.3K -55 -5%
PCTC
2179
Perkins Coie Trust Company
Washington
$207K -$3.7K -18 -2%
ACMA
2180
Arbor Capital Management (Alaska)
Alaska
$207K +$185K +900 New
TWM
2181
Thryve Wealth Management
Texas
$206K +$196K +951 New
CA
2182
Cache Advisors
California
$206K – – –
TF
2183
Talbot Financial
Washington
$206K – – –
KFC
2184
Klingenstein Fields & Co
New York
$206K +$195K +950 New
NQWM
2185
Northwest Quadrant Wealth Management
Oregon
$206K – – –
DM
2186
Diversified Management
Wisconsin
$205K +$195K +946 New
LSWP
2187
Liberty Square Wealth Partners
Pennsylvania
$205K -$2.06K -10 -1%
OE
2188
October Effect
Virginia
$205K +$3.7K +18 +2%
VC
2189
Vicus Capital
Pennsylvania
$205K +$2.67K +13 +1%
CCMG
2190
Connecticut Capital Management Group
Connecticut
$205K +$194K +942 New
EPA
2191
Element Pointe Advisors
Florida
$204K – – –
CIS
2192
Custom Index Systems
New York
$204K -$119K -580 -38%
IWA
2193
IVC Wealth Advisors
Pennsylvania
$204K -$48.7K -237 -20%
TSW
2194
Thompson Siegel & Walmsley
Virginia
$204K – – –
RPWA
2195
Regent Peak Wealth Advisors
Georgia
$203K -$60.1K -292 -24%
PCS
2196
Private Client Services
Kentucky
$203K -$8.43K -41 -4%
BWM
2197
BlackDiamond Wealth Management
New York
$203K +$170K +828 New
RFP
2198
Root Financial Partners
California
$203K -$60.9K -296 -24%
CC
2199
Clearwave Capital
California
$202K +$191K +930 New
FC
2200
FCA Corp
Texas
$202K +$191K +930 New
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