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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2776
Private Advisory Group
Washington
$225K – – –
SSW
2777
Smith Shellnut Wilson
Mississippi
$224K -$12.1K -245 -5%
MCM
2778
Mendel Capital Management
Arkansas
$224K -$8.71K -177 -4%
HFBOT
2779
Home Federal Bank of Tennessee
Tennessee
$224K -$13.5K -275 -6%
CWM
2780
Cahaba Wealth Management
Georgia
$223K +$13.4K +272 +7%
LFG
2781
Larson Financial Group
Missouri
$223K +$13.3K +271 +7%
BWA
2782
Beam Wealth Advisors
Louisiana
$223K +$212K +4,303 New
LNWTC
2783
Laird Norton Wetherby Trust Company
Washington
$222K -$1.67K -34 -0.8%
PCA
2784
Prosperity Capital Advisors
Ohio
$222K +$211K +4,288 New
HR
2785
Hardy Reed
Mississippi
$222K +$13.5K +275 +7%
MJP
2786
Michael J. Puzo
$222K -$19.7K -400 -9%
LL
2787
LPWM LLC
Minnesota
$222K – – –
DE
2788
Day & Ennis
Georgia
$221K +$49 +1 +0%
6F
2789
626 Financial
Michigan
$221K +$49 +1 +0%
RF
2790
Rollins Financial
Georgia
$220K – – –
AFG
2791
ABLE Financial Group
Arizona
$220K +$787 +16 +0.4%
EBT
2792
Enterprise Bank & Trust
Massachusetts
$219K +$208K +4,234 New
LWP
2793
Laurel Wealth Planning
Minnesota
$219K – – –
HGWM
2794
Horst & Graben Wealth Management
Oregon
$219K +$1.18K +24 +0.6%
APW
2795
Axim Planning & Wealth
Ohio
$219K +$10K +204 +5%
HA
2796
Hamel Associates
New Jersey
$219K +$17.7K +360 +9%
JC
2797
Jentner Corp
Ohio
$219K +$1.28K +26 +0.6%
FAT
2798
First American Trust
California
$218K -$3.44K -70 -2%
SFWC
2799
Strategic Family Wealth Counselors
New Jersey
$217K – – –
WF
2800
Whelan Financial
California
$217K +$935 +19 +0.5%
110 111
112
113 114