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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2551
One Charles Private Wealth Services
Massachusetts
$446K +$76.8K +1,249 +24%
BEW
2552
Burton Enright Welch
California
$445K +$18.7K +305 +5%
HWMG
2553
Hurlow Wealth Management Group
Indiana
$444K – – –
TIM
2554
Total Investment Management
Arizona
$444K +$7.8K +127 +2%
FFA
2555
Fi3 Financial Advisors
Indiana
$443K -$6.58K -107 -2%
FWTB
2556
First Western Trust Bank
Colorado
$442K – – –
KFS
2557
Kurt F. Somerville
$439K -$1.6K -26 -0.4%
GWM
2558
Greenhouse Wealth Management
Connecticut
$439K +$2.52K +41 +0.7%
RWM
2559
Riverbend Wealth Management
South Carolina
$439K -$105K -1,704 -21%
MC
2560
Montag & Caldwell
Georgia
$439K – – –
PWM
2561
PBMares Wealth Management
Virginia
$438K +$17.6K +287 +5%
MCM
2562
Mengis Capital Management
Oregon
$437K – – –
CVA
2563
Central Valley Advisors
California
$437K +$9.77K +159 +3%
RFP
2564
Root Financial Partners
California
$437K +$52.2K +850 +16%
MWC
2565
MBM Wealth Consultants
Missouri
$437K +$18.3K +298 +5%
MWPCG
2566
Measured Wealth Private Client Group
New Hampshire
$436K +$60.1K +978 +18%
TWA
2567
Talisman Wealth Advisors
New Jersey
$436K +$9.53K +155 +3%
AT
2568
American Trust
Kentucky
$436K +$49.1K +799 +15%
IAG
2569
Investment Advisory Group
Massachusetts
$435K +$47K +765 +14%
MLA
2570
MB, Levis & Associates
Pennsylvania
$435K +$799 +13 +0.2%
ALA
2571
Atlas Legacy Advisors
California
$435K +$51.8K +843 +16%
CTI
2572
Community Trust & Investment
Kentucky
$435K – – –
SN
2573
Sittner & Nelson
Oregon
$435K +$123 +2 +0%
LPAM
2574
Lodestar Private Asset Management
California
$435K – – –
BTWM
2575
Baker Tilly Wealth Management
Wisconsin
$435K -$47.5K -773 -11%
101 102
103
104 105