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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1801
Stoneridge Investment Partners
Pennsylvania
$299K – – –
MCWA
1802
Meadow Creek Wealth Advisors
Georgia
$299K +$11.3K +95 +3%
GWMR
1803
GC Wealth Management RIA
Massachusetts
$297K -$136K -1,148 -29%
PSCM
1804
Per Stirling Capital Management
Texas
$297K +$8.18K +69 +2%
AAB
1805
ABN AMRO Bank
Netherlands
$296K – – –
TSMHT
1806
Thurston Springer Miller Herd & Titak
Indiana
$294K +$46.6K +393 +16%
PWW
1807
Pettyjohn Wood & White
Virginia
$294K -$1.78K -15 -0.5%
GSWM
1808
Golden State Wealth Management
California
$294K +$10.3K +87 +3%
EFG
1809
Ethos Financial Group
Pennsylvania
$293K +$39.1K +330 +15%
LOWM
1810
Laurel Oak Wealth Management
New Jersey
$293K +$9.72K +82 +3%
PWA
1811
Physician Wealth Advisors
Utah
$292K -$34.8K -294 -9%
BC
1812
Barrett & Company
Rhode Island
$292K +$7.7K +65 +2%
AIA
1813
AIMZ Investment Advisors
California
$292K – – –
SJL
1814
Shayne & Jacobs LLC
Tennessee
$292K – – –
BTWM
1815
Baker Tilly Wealth Management
Wisconsin
$292K +$80.5K +679 +32%
IP
1816
Isthmus Partners
Wisconsin
$291K – – –
NB
1817
NBH Bank
Colorado
$291K +$332K +2,797 New
PL
1818
Parthenon LLC
Kentucky
$291K – – –
OFS
1819
Orrstown Financial Services
Pennsylvania
$290K -$2.37K -20 -0.7%
WCG
1820
Weaver Consulting Group
California
$289K +$119 +1 +0%
FWA
1821
FSM Wealth Advisors
Ohio
$289K +$13.2K +111 +4%
EL
1822
EWA LLC
Pennsylvania
$289K +$329K +2,778 New
TCP
1823
TMB Capital Partners
Arkansas
$288K +$119 +1 +0%
CFG
1824
Copley Financial Group
California
$288K -$94.7K -799 -22%
WPC
1825
White Pine Capital
Minnesota
$287K -$1.19K -10 -0.4%
71 72
73
74 75