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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Marion Wealth Management
Pennsylvania
$851K +$25.9K +260 +3%
MMPW
1052
Mitchell McLeod Pugh & Williams
Alabama
$851K +$49.7K +498 +6%
IWA
1053
IBEX Wealth Advisors
New Jersey
$850K -$2.31M -23,139 -74%
YIA
1054
YHB Investment Advisors
Connecticut
$841K +$158K +1,580 +24%
EHWM
1055
Eads & Heald Wealth Management
Georgia
$837K +$58K +581 +8%
OWM
1056
OneAscent Wealth Management
Alabama
$835K +$65.4K +656 +9%
BBNA
1057
Bremer Bank National Association
Minnesota
$829K -$16.2K -162 -2%
PSP
1058
Principal Street Partners
Tennessee
$829K – – –
MAM
1059
Montchanin Asset Management
Delaware
$825K – – –
KTC
1060
Kistler-Tiffany Companies
Pennsylvania
$820K – – –
HI
1061
Harbour Investments
Wisconsin
$818K – – –
CWM
1062
C2C Wealth Management
Arizona
$817K +$3.19K +32 +0.5%
GG
1063
Golden Green
South Carolina
$816K -$399K -3,997 -33%
NL
1064
NVWM LLC
Pennsylvania
$815K -$57K -571 -7%
CST
1065
Charles Schwab Trust
Nevada
$812K – – –
JAFL
1066
Jay A. Fishman Ltd
Michigan
$806K – – –
NFC
1067
Northeast Financial Consultants
Connecticut
$804K -$407K -4,080 -34%
BO
1068
Bank OZK
Arkansas
$801K +$39K +391 +5%
ACM
1069
Ayrshire Capital Management
Connecticut
$800K -$2.17M -21,801 -74%
IFWM
1070
Institute for Wealth Management
Colorado
$800K -$598 -6 -0.1%
CIC
1071
Carnegie Investment Counsel
Ohio
$799K +$8.98K +90 +1%
TCOT
1072
Trust Company of Toledo
Ohio
$798K +$21.3K +214 +3%
CG
1073
Caprock Group
Idaho
$797K +$289K +2,895 +60%
SPFA
1074
Summit Place Financial Advisors
New Jersey
$791K -$15K -150 -2%
LPIC
1075
LeJeune Puetz Investment Counsel
Michigan
$791K – – –
41 42
43
44 45