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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
626
Xcel Wealth Management
Florida
$333K -$3.88K -119 -1%
WWWM
627
White Wing Wealth Management
Texas
$333K +$105K +3,225 +38%
BFG
628
Berger Financial Group
Minnesota
$330K -$14.4K -440 -4%
WAM
629
Winslow Asset Management
Ohio
$330K – – –
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$329K +$45.3K +1,388 +14%
CW
631
CreativeOne Wealth
Kansas
$329K +$88.2K +2,703 +38%
SXL
632
Summit X LLC
Missouri
$326K +$16.8K +516 +6%
PP
633
Patten & Patten
Tennessee
$326K -$73.9K -2,264 -19%
MHR
634
Matthew Hamilton Rosenberg
$325K – – –
VCM
635
Versant Capital Management
Arizona
$325K +$241K +7,397 +333%
ERIC
636
Eagle Rock Investment Company
Georgia
$324K – – –
JCM
637
Jacobi Capital Management
Pennsylvania
$324K -$123K -3,771 -28%
TAM
638
Titleist Asset Management
Texas
$322K +$979 +30 +0.3%
MAG
639
MRA Advisory Group
New Jersey
$322K +$311K +9,528 New
SDWIA
640
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K -$9.79K -300 -3%
IA
641
Integrity Alliance
Iowa
$321K +$310K +9,501 New
CCM
642
Coldstream Capital Management
Washington
$320K +$4.86K +149 +2%
SAM
643
Silvercrest Asset Management
New York
$320K -$18.6K -570 -6%
ISL
644
Ingalls & Snyder LLC
New York
$319K – – –
MSAM
645
Moloney Securities Asset Management
Missouri
$318K -$1.04K -32 -0.3%
SP
646
Successful Portfolios
Florida
$317K +$1.4K +43 +0.5%
KAM
647
KEB Asset Management
Illinois
$317K – – –
GFG
648
Goldstone Financial Group
Illinois
$317K +$19.8K +606 +7%
FFWA
649
FRG Family Wealth Advisors
Washington
$315K -$26.1K -800 -8%
SGAM
650
Smith Group Asset Management
Texas
$314K -$267K -8,180 -47%
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