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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1551
Kolinsky Wealth Management
New Jersey
$283K +$260K +2,828 New
LIM
1552
Loudon Investment Management
New Hampshire
$282K – – –
PL
1553
Plancorp LLC
Missouri
$282K +$260K +2,822 New
MCA
1554
Millennium Capital Advisors
Arkansas
$282K – – –
SHFA
1555
SS&H Financial Advisors
Michigan
$281K +$259K +2,813 New
ATC
1556
Adirondack Trust Company
New York
$280K -$9.2K -100 -3%
WPC
1557
Waters Parkerson & Co
Louisiana
$279K -$2.94K -32 -1%
LCM
1558
Liberty Capital Management
Michigan
$279K – – –
WP
1559
WMS Partners
Maryland
$279K +$644 +7 +0.3%
FWTB
1560
First Western Trust Bank
Colorado
$279K +$254K +2,762 New
FEM
1561
Fulcrum Equity Management
Texas
$278K -$344K -3,745 -57%
BFM
1562
Boston Financial Management
Massachusetts
$278K +$256K +2,779 New
WA
1563
WP Advisors
California
$276K -$56.9K -619 -18%
IWP
1564
Insight Wealth Partners
Texas
$276K -$1.29K -14 -0.5%
GC
1565
Gratus Capital
Georgia
$276K -$1.01K -11 -0.4%
RIM
1566
Reynolds Investment Management
South Carolina
$276K +$253K +2,755 New
BP
1567
BBR Partners
New York
$276K +$253K +2,756 New
PIA
1568
Pinion Investment Advisors
Kansas
$275K -$358K -3,891 -59%
CWA
1569
Clearview Wealth Advisors
Oregon
$275K -$51.8K -563 -17%
DIM
1570
Delta Investment Management
California
$275K +$253K +2,751 New
IAS
1571
Investment Advisory Services
Texas
$274K +$252K +2,741 New
NFP
1572
Narus Financial Partners
Utah
$273K +$251K +2,732 New
ETI
1573
Enterprise Trust & Investment
California
$273K – – –
HWMG
1574
Hurlow Wealth Management Group
Indiana
$273K +$251K +2,727 New
GWI
1575
Grace & White Inc
New York
$273K +$251K +2,730 New
61 62
63
64 65