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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1101
ViaWealth
Kansas
$943K +$2.25K +7 +0.2%
AWM
1102
Abound Wealth Management
Tennessee
$943K +$890K +2,774 +2,351%
GIP
1103
Granite Investment Partners
California
$940K – – –
CAG
1104
Csenge Advisory Group
Florida
$939K -$142K -444 -13%
OHWP
1105
Oak Harbor Wealth Partners
North Carolina
$931K -$52.3K -163 -5%
DWM
1106
Diversify Wealth Management
Utah
$924K +$910K +2,837 New
SWM
1107
Segment Wealth Management
Texas
$923K – – –
NED
1108
Nancy E. Dempze
$913K -$257K -800 -22%
MIM
1109
Merrion Investment Management
New Jersey
$903K – – –
SC
1110
Sapient Capital
Indiana
$903K +$224K +697 +34%
BBA
1111
Baader Bank Aktiengesellschaft
Germany
$902K – – –
CPA
1112
Capital Performance Advisors
California
$898K -$68.7K -214 -7%
KSWWM
1113
Keyes Stange & Wooten Wealth Management
Florida
$891K -$13.5K -42 -2%
RFA
1114
Resurgent Financial Advisors
Georgia
$891K +$194K +605 +28%
I
1115
INVST
Indiana
$890K +$664K +2,071 +314%
EPIME
1116
Evelyn Partners Investment Management (Europe)
$889K – – –
SL
1117
Sentinus LLC
Illinois
$887K -$57.1K -178 -6%
WC
1118
Waterloo Capital
Texas
$881K +$25.3K +79 +3%
PP
1119
PDS Planning
Ohio
$879K -$321 -1 -0%
OL
1120
Odyssean LLC
Connecticut
$877K +$863K +2,691 New
TCOT
1121
Trust Company of Toledo
Ohio
$874K +$59.7K +186 +7%
RA
1122
RiverPark Advisors
New York
$873K -$73.8K -230 -8%
RPC
1123
Rossmore Private Capital
Connecticut
$869K -$43.3K -135 -5%
HWM
1124
Hohimer Wealth Management
Washington
$868K +$62.9K +196 +8%
BAAM
1125
Baker Avenue Asset Management
California
$867K +$209K +650 +32%
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45
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