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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1626
Waterfront Wealth
Kansas
$260K +$310K +1,118 New
DWT
1627
Dorsey & Whitney Trust
South Dakota
$259K -$44.4K -160 -13%
CMO
1628
Covenant Multifamily Offices
Texas
$259K +$309K +1,113 New
TWM
1629
Tradition Wealth Management
Minnesota
$259K +$309K +1,114 New
PIM
1630
Penobscot Investment Management
Massachusetts
$258K – – –
JCM
1631
Jacobi Capital Management
Pennsylvania
$257K +$166K +597 +118%
CAG
1632
Curtis Advisory Group
California
$256K – – –
MWP
1633
Meridian Wealth Partners
Pennsylvania
$256K +$50.5K +182 +20%
CH
1634
Canton Hathaway
Rhode Island
$256K +$96.3K +347 +46%
AWM
1635
Alterna Wealth Management
Texas
$254K +$82.5K +297 +38%
WSTAM
1636
Wilbanks Smith & Thomas Asset Management
Virginia
$253K -$356K -1,284 -54%
GWS
1637
Glassman Wealth Services
Virginia
$253K +$10.3K +37 +4%
APP
1638
Avantax Planning Partners
Iowa
$253K +$55.2K +199 +22%
FHB
1639
First Hawaiian Bank
Hawaii
$251K -$78K -281 -21%
FMBTD
1640
First Midwest Bank Trust Division
Illinois
$251K +$29.4K +106 +11%
JF
1641
JSF Financial
California
$250K -$196K -705 -40%
TWM
1642
Titus Wealth Management
California
$250K -$4.72K -17 -2%
EIP
1643
Ellis Investment Partners
Pennsylvania
$249K +$3.61K +13 +1%
KCM
1644
Kathmere Capital Management
Pennsylvania
$249K +$33.6K +121 +13%
HR
1645
Howe & Rusling
New York
$247K +$248K +893 +525%
SWM
1646
Sculati Wealth Management
Michigan
$246K – – –
JHP
1647
James Hambro & Partners
United Kingdom
$243K -$385K -1,388 -57%
FMW
1648
Farr Miller & Washington
District of Columbia
$243K -$11.9K -43 -4%
MWA
1649
Meridian Wealth Advisors
Texas
$241K +$1.39K +5 +0.5%
PCA
1650
Peddock Capital Advisors
Massachusetts
$239K +$285K +1,027 New
64 65
66
67 68