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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1251
ProVise Management Group
Florida
$255K +$57 +1 +0%
TF
1252
TLWM Financial
Texas
$254K – – –
GSWM
1253
Golden State Wealth Management
California
$253K +$3.3K +58 +1%
ZB
1254
Zions Bancorporation
Utah
$250K +$4.95K +87 +2%
1IA
1255
1834 Investment Advisors
Wisconsin
$250K +$9.96K +175 +4%
TPA
1256
Trivium Point Advisory
Connecticut
$249K -$1.88K -33 -0.7%
LA
1257
LexAurum Advisors
Kansas
$249K – – –
PIM
1258
Penobscot Investment Management
Massachusetts
$249K – – –
MCM
1259
Marathon Capital Management
Maryland
$248K – – –
SFG
1260
Summit Financial Group
West Virginia
$247K -$91.1K -1,600 -27%
BFC
1261
Bedel Financial Consulting
Indiana
$247K – – –
FFA
1262
First Foundation Advisors
California
$246K -$391K -6,868 -61%
PAM
1263
Private Asset Management
California
$243K -$5.69K -100 -2%
OWP
1264
Obermeyer Wealth Partners
Colorado
$240K -$11.4K -200 -5%
WP
1265
WMS Partners
Maryland
$239K -$38.9K -684 -14%
O
1266
Ossiam
France
$239K +$112K +1,963 +88%
RWM
1267
Raffa Wealth Management
District of Columbia
$238K +$238K +4,184 New
FNBOO
1268
First National Bank of Omaha
Nebraska
$238K -$20.8K -365 -8%
SAM
1269
Sawgrass Asset Management
Florida
$237K -$4.55K -80 -2%
AAM
1270
Autus Asset Management
Arizona
$237K +$1.88K +33 +0.8%
VHAM
1271
Van Hulzen Asset Management
California
$235K -$26.9K -472 -10%
GIM
1272
Grassi Investment Management
California
$234K -$4.91M -86,300 -95%
SFG
1273
SevenBridge Financial Group
Pennsylvania
$234K – – –
CLOS
1274
Compagnie Lombard Odier SCmA
Switzerland
$233K -$209K -3,670 -47%
ATFA
1275
All Terrain Financial Advisors
Minnesota
$233K -$59.5K -1,046 -20%
49 50
51
52 53