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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1276
Stockman Wealth Management
Montana
$628K +$122K +1,001 +23%
WIM
1277
Warwick Investment Management
Texas
$627K +$122 +1 +0%
EWP
1278
Engrave Wealth Partners
Texas
$626K +$15K +123 +2%
NAS
1279
Nicolet Advisory Services
Wisconsin
$626K +$289K +2,377 +82%
RFA
1280
Register Financial Advisors
Georgia
$626K +$644K +5,301 New
GF
1281
Gries Financial
Ohio
$625K +$92.4K +760 +17%
BJL
1282
Brighton Jones LLC
Washington
$624K +$71.1K +585 +12%
BCA
1283
Bay Colony Advisors
Massachusetts
$624K -$19.1K -157 -3%
IIM
1284
Ipswich Investment Management
Massachusetts
$623K -$3.77K -31 -0.6%
PWMAG
1285
Pinnacle Wealth Management Advisory Group
New Jersey
$623K +$10.6K +87 +2%
KCPG
1286
Kavar Capital Partners Group
Kansas
$621K +$122 +1 +0%
OCBCO
1287
Oversea-Chinese Banking Corp (OCBC)
Singapore
$621K +$639K +5,259 New
APIM
1288
Agate Pass Investment Management
Washington
$620K +$146K +1,202 +30%
VI
1289
Versor Investments
New York
$618K +$637K +5,240 New
HWMT
1290
Heritage Wealth Management (Texas)
Texas
$618K +$637K +5,237 New
AWAG
1291
ARS Wealth Advisors Group
Florida
$617K +$42.5K +350 +7%
VIM
1292
Vista Investment Management
Pennsylvania
$616K +$4.74K +39 +0.8%
IHL
1293
Investment House LLC
California
$616K – – –
FG
1294
Fiduciary Group
Georgia
$614K +$122 +1 +0%
RMSCM
1295
R.M. Sincerbeaux Capital Management
New York
$614K – – –
GIM
1296
Goelzer Investment Management
Indiana
$614K +$56.4K +464 +10%
CPO
1297
Cerity Partners OCIO
New York
$611K +$179K +1,476 +40%
DFG
1298
Delta Financial Group
New Jersey
$604K +$620K +5,099 New
CIM
1299
Confluence Investment Management
Missouri
$603K +$5.11K +42 +0.8%
MW
1300
Marcum Wealth
Ohio
$601K -$73.8K -607 -11%
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