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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2326
Oxbow Advisors
Texas
$527K +$13.4K +234 +3%
MFS
2327
Madrona Financial Services
Washington
$524K +$48.2K +844 +11%
PTP
2328
Platform Technology Partners
New York
$521K +$114 +2 +0%
EWM
2329
Edge Wealth Management
New York
$521K +$2.86K +50 +0.6%
BW
2330
BXM Wealth
Colorado
$521K +$503K +8,804 New
MWM
2331
Manske Wealth Management
Texas
$521K +$503K +8,802 New
WB
2332
West Bancorporation
Iowa
$521K – – –
DE
2333
Diversified Enterprises
Delaware
$520K +$7.37K +129 +1%
VC
2334
Vestor Capital
Illinois
$520K +$13.5K +236 +3%
PI
2335
Pettee Investors
Connecticut
$519K – – –
WWM
2336
WT Wealth Management
Arizona
$519K +$187K +3,270 +60%
NAS
2337
NWF Advisory Services
California
$518K -$47.1K -824 -9%
RIM
2338
Reliant Investment Management
Tennessee
$517K +$12.3K +215 +3%
SCM
2339
Silvant Capital Management
Georgia
$517K – – –
GIA
2340
Guyasuta Investment Advisors
Pennsylvania
$514K – – –
GAM
2341
Gould Asset Management
California
$514K +$35.4K +620 +8%
TWA
2342
Trace Wealth Advisors
California
$513K +$495K +8,671 New
SCI
2343
Silver Coast Investments
United States
$513K -$67.6K -1,184 -12%
EB
2344
Exchange Bank
California
$510K -$150K -2,621 -23%
CCFM
2345
Clear Creek Financial Management
Washington
$509K +$47K +823 +11%
ICM
2346
IMS Capital Management
Oregon
$508K -$4.63K -81 -0.9%
PMSA
2347
Patrick M. Sweeney & Associates
Illinois
$508K – – –
CPA
2348
Capital Planning Advisors
California
$507K -$49.2K -862 -9%
SFB
2349
STAR Financial Bank
Indiana
$506K -$20.8K -365 -4%
APW
2350
Austin Private Wealth
Texas
$506K +$69.7K +1,221 +17%
92 93
94
95 96