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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2251
Revisor Wealth Management
Ohio
$643K +$72.9K +1,187 +15%
AIM
2252
Acropolis Investment Management
Missouri
$642K +$1.29K +21 +0.2%
BWG
2253
Beta Wealth Group
California
$641K -$18K -293 -3%
MSS
2254
Mitchell Sinkler & Starr
Pennsylvania
$640K -$1.25M -20,406 -69%
RWP
2255
Revolve Wealth Partners
New Jersey
$639K -$5.35K -87 -0.9%
SPA
2256
Sherbrooke Park Advisers
New York
$638K +$565K +9,192 New
LFM
2257
LGT Fund Management
Liechtenstein
$637K – – –
SWM
2258
Silverlake Wealth Management
Vermont
$637K +$58K +944 +11%
NDBT
2259
North Dallas Bank & Trust
Texas
$636K +$564K +9,172 New
TWA
2260
Trace Wealth Advisors
California
$636K – – –
VC
2261
Vicus Capital
Pennsylvania
$636K -$4.55K -74 -0.8%
SMC
2262
Smith, Moore & Co
Missouri
$636K +$2.15K +35 +0.4%
IWM
2263
Integris Wealth Management
California
$636K +$61.5K +1,000 +12%
BWP
2264
Balboa Wealth Partners
Arizona
$635K +$9.4K +153 +2%
SDAM
2265
Shulman DeMeo Asset Management
New York
$634K -$25.8K -419 -4%
NME
2266
Notis-McConarty Edward
$633K – – –
CI
2267
Cherokee Insurance
Michigan
$631K – – –
BC
2268
Belmont Capital
California
$631K – – –
CAS
2269
Coppell Advisory Solutions
Texas
$631K -$2.33M -37,952 -81%
VCWM
2270
Vista Cima Wealth Management
Arizona
$629K +$10.6K +173 +2%
PPW
2271
Pasadena Private Wealth
California
$628K – – –
CWM
2272
Centric Wealth Management
Illinois
$624K +$100K +1,634 +23%
HFS
2273
Howard Financial Services
Texas
$622K -$70.5K -1,147 -11%
BOJHT
2274
Bank of Jackson Hole Trust
Wyoming
$622K +$79.6K +1,295 +17%
OHWA
2275
Oak Hill Wealth Advisors
Virginia
$621K -$65.5K -1,066 -11%
89 90
91
92 93