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Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
1576
Abner Herrman & Brock
New Jersey
$264K +$237K +899 New
TCM
1577
Tufton Capital Management
Maryland
$264K +$237K +900 New
APP
1578
Avantax Planning Partners
Iowa
$261K +$234K +887 New
PA
1579
PFG Advisors
Arizona
$260K +$231K +878 New
WU
1580
Wealthsimple US
New York
$258K -$42.9K -163 -16%
CWM
1581
Centric Wealth Management
Illinois
$258K +$5.01K +19 +1%
RG
1582
Rikoon Group
New Mexico
$257K +$231K +875 New
BC
1583
Bartlett & Co
Ohio
$256K – – –
SFG
1584
StrategIQ Financial Group
Indiana
$256K +$230K +872 New
BCWM
1585
Bartlett & Co Wealth Management
Ohio
$256K – – –
VDI
1586
Vaughan David Investments
Illinois
$255K +$228K +866 New
NEWAS
1587
N.E.W. Advisory Services
Wisconsin
$254K +$228K +864 New
MCM
1588
Mengis Capital Management
Oregon
$254K +$228K +865 New
TCOK
1589
Trust Company of Kansas
Kansas
$253K +$227K +860 New
DWM
1590
Destination Wealth Management
California
$252K +$226K +858 New
GT
1591
Glenview Trust
Kentucky
$252K +$226K +858 New
KPW
1592
Kore Private Wealth
New York
$251K +$41.6K +158 +23%
JLBC
1593
J.L. Bainbridge & Co
Florida
$251K +$225K +854 New
CC
1594
Clearline Capital
New York
$251K +$225K +855 New
SFG
1595
SNS Financial Group
Minnesota
$250K +$224K +850 New
MFW
1596
Meristem Family Wealth
Minnesota
$247K -$22.9K -87 -9%
GWSG
1597
GPS Wealth Strategies Group
Colorado
$247K +$221K +839 New
IA
1598
IFG Advisory
Georgia
$247K +$222K +841 New
HI
1599
Human Investing
Oregon
$246K -$11.6K -44 -5%
MCCP
1600
Mission Creek Capital Partners
California
$246K +$221K +838 New
62 63
64
65 66