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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1751
Ellis Investment Partners
Pennsylvania
$361K +$8.49K +215 +3%
RDWM
1752
Red Door Wealth Management
Tennessee
$360K +$31.5K +798 +10%
PWM
1753
Prentice Wealth Management
New York
$360K -$195K -4,937 -36%
MCM
1754
Manchester Capital Management
Vermont
$360K +$15.8K +401 +5%
GIM
1755
Goelzer Investment Management
Indiana
$360K -$31.3K -794 -8%
CHC
1756
City Holding Co
West Virginia
$360K -$15K -380 -4%
MSWM
1757
McGlone Suttner Wealth Management
Wisconsin
$359K +$7.26K +184 +2%
ECG
1758
Edge Capital Group
Georgia
$359K -$13.8K -350 -4%
CSPAM
1759
Cary Street Partners Asset Management
Virginia
$358K -$32.7K -828 -9%
MC
1760
Miramar Capital
Illinois
$358K – – –
LAM
1761
LECAP Asset Management
United Kingdom
$357K +$337K +8,543 New
WA
1762
Wealth Architects
California
$356K +$3.36K +85 +1%
WLPWM
1763
Walled Lake Planning & Wealth Management
Illinois
$356K +$336K +8,511 New
HR
1764
Howe & Rusling
New York
$355K -$27.5K -696 -8%
WRPWM
1765
Werba Rubin Papier Wealth Management
California
$355K +$31.3K +794 +10%
FSA
1766
Franklin Street Advisors
North Carolina
$354K +$86.3K +2,187 +35%
AWAU
1767
Alliance Wealth Advisors (Utah)
Utah
$354K +$21.9K +555 +7%
SM
1768
Sweeney & Michel
California
$354K -$343K -8,691 -51%
SOS
1769
Silver Oak Securities
Tennessee
$354K +$128K +3,245 +55%
JIP
1770
Jaffetilchin Investment Partners
Florida
$354K -$2.92K -74 -0.9%
LBC
1771
Lowe Brockenbrough & Co
Virginia
$354K -$23.7K -600 -7%
RPWA
1772
Regent Peak Wealth Advisors
Georgia
$353K +$10.1K +257 +3%
GL
1773
Gerber LLC
Ohio
$351K – – –
PSFG
1774
Prairie Sky Financial Group
Illinois
$350K -$21.1K -535 -6%
FIM
1775
Freedom Investment Management
Connecticut
$350K -$37.5K -949 -10%
69 70
71
72 73