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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1551
Conservest Capital Advisors
Pennsylvania
$359K -$112K -1,244 -24%
LWL
1552
Leo Wealth LLC
Texas
$359K +$360K +3,999 New
CFA
1553
CWS Financial Advisors
Michigan
$358K -$2.07K -23 -0.6%
WRPWM
1554
Werba Rubin Papier Wealth Management
California
$358K +$23.1K +257 +7%
1WA
1555
180 Wealth Advisors
Washington
$358K +$12.4K +138 +4%
CSI
1556
Cross Staff Investments
New York
$357K – – –
ML
1557
McAdam LLC
Pennsylvania
$356K -$28.3K -315 -7%
BSTWA
1558
Blake Schutter Theil Wealth Advisors
Ohio
$355K +$450 +5 +0.1%
JLBC
1559
J.L. Bainbridge & Co
Florida
$354K – – –
AF
1560
Advisornet Financial
Minnesota
$350K +$7.83K +87 +2%
CH
1561
Cromwell Holdings
Wyoming
$350K -$22.9K -254 -6%
BFO
1562
Biltmore Family Office
North Carolina
$350K – – –
KFS
1563
Kelly Financial Services
Massachusetts
$349K – – –
BCM
1564
Birmingham Capital Management
Alabama
$348K -$128K -1,427 -27%
FA
1565
Fortis Advisors
Pennsylvania
$348K – – –
RIM
1566
Reliant Investment Management
Tennessee
$348K +$54K +600 +18%
VST
1567
Van Strum & Towne
California
$348K – – –
SWM
1568
Stockman Wealth Management
Montana
$348K +$17.4K +193 +5%
MHIC
1569
Marble Harbor Investment Counsel
Massachusetts
$347K – – –
SWM
1570
Silverlake Wealth Management
Vermont
$347K +$91.7K +1,019 +36%
HAM
1571
Hickory Asset Management
Ohio
$347K +$2.34K +26 +0.7%
AWM
1572
Accel Wealth Management
Iowa
$345K -$140K -1,560 -29%
BB
1573
Berkshire Bank
Massachusetts
$344K +$20.1K +223 +6%
GWSG
1574
GPS Wealth Strategies Group
Colorado
$344K -$38.2K -425 -10%
FB
1575
First Bancorp
Maine
$344K -$3.24K -36 -0.9%
61 62
63
64 65