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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1676
Bartlett & Co
Ohio
$228K +$30.8K +111 +13%
ACA
1677
Affinity Capital Advisors
California
$226K -$25.3K -91 -9%
WCG
1678
Weaver Consulting Group
California
$226K +$21.1K +76 +8%
LW
1679
Linscomb Wealth
Texas
$225K -$211K -761 -44%
WF
1680
WoodTrust Financial
Wisconsin
$225K -$20.8K -75 -7%
PWP
1681
Personal Wealth Partners
Minnesota
$225K +$18.3K +66 +7%
SEP
1682
Southland Equity Partners
Missouri
$224K +$268K +964 New
APWM
1683
Atlas Private Wealth Management
New York
$224K – – –
NEWAS
1684
N.E.W. Advisory Services
Wisconsin
$224K +$27.5K +99 +11%
ABA
1685
American Beacon Advisors
Texas
$224K +$50.5K +182 +23%
WLIM
1686
White Lighthouse Investment Management
Massachusetts
$222K -$22.2K -80 -8%
GWM
1687
Greenhouse Wealth Management
Connecticut
$222K +$265K +955 New
AIP
1688
Ahrens Investment Partners
Louisiana
$221K -$76.6K -276 -23%
MCM
1689
Maryland Capital Management
Maryland
$220K -$334K -1,204 -56%
BCA
1690
Berman Capital Advisors
Georgia
$217K +$37.2K +134 +17%
SFM
1691
Signet Financial Management
New Jersey
$216K -$82.2K -296 -24%
IB
1692
Intrust Bank
Kansas
$216K -$33K -119 -11%
PWA
1693
Physician Wealth Advisors
Utah
$216K -$27.8K -100 -11%
SIG
1694
Sargent Investment Group
Maryland
$216K -$16.7K -60 -6%
3F
1695
360 Financial
Minnesota
$216K – – –
PCMC
1696
Private Capital Management (Colorado)
Colorado
$216K +$257K +926 New
LC
1697
LCNB Corp
Ohio
$216K +$258K +929 New
BFC
1698
Bedel Financial Consulting
Indiana
$215K +$1.11K +4 +0.4%
RG
1699
Rikoon Group
New Mexico
$215K +$13.6K +49 +6%
OPS
1700
Orion Portfolio Solutions
Nebraska
$215K +$55K +198 +27%
66 67
68
69 70