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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1326
Waldron Private Wealth
Pennsylvania
$257K -$5.44K -83 -2%
BWM
1327
BCS Wealth Management
Tennessee
$257K -$16.3K -248 -6%
BAAM
1328
Baker Avenue Asset Management
California
$256K +$244K +3,718 New
MIM
1329
Marshall Investment Management
Colorado
$256K – – –
EFI
1330
EHP Funds Inc
Canada
$255K +$243K +3,700 New
FAN
1331
Financial Advisors Network
California
$255K +$27.7K +423 +13%
BWM
1332
Brown Wealth Management
Illinois
$255K +$6.29K +96 +3%
CWM
1333
Connecticut Wealth Management
Connecticut
$255K – – –
Q1WB
1334
Quest 10 Wealth Builders
Virginia
$254K +$1.97K +30 +0.8%
PCM
1335
Prelude Capital Management
New York
$254K -$147K -2,235 -38%
WFI
1336
West Family Investments
California
$253K +$48.5K +740 +3%
AWA
1337
AGH Wealth Advisors
Kansas
$252K +$16.7K +254 +7%
SS
1338
SBI Securities
Japan
$252K -$23.7K -361 -9%
CGL
1339
Clarius Group LLC
Washington
$249K +$27.4K +418 +13%
HIC
1340
Holderness Investments Company
North Carolina
$248K -$54K -823 -19%
GA
1341
GFS Advisors
Texas
$248K -$362K -5,515 -61%
KCM
1342
Kendall Capital Management
Maryland
$247K – – –
EWS
1343
Eagle Wealth Strategies
New Jersey
$246K +$1.11K +17 +0.5%
EW
1344
Evoke Wealth
California
$246K +$234K +3,570 New
DWM
1345
Defined Wealth Management
Oregon
$246K +$1.18K +18 +0.5%
DE
1346
Diversified Enterprises
Delaware
$245K -$58.2K -887 -20%
SCA
1347
Stonebridge Capital Advisors
Minnesota
$244K -$3.28K -50 -1%
SWP
1348
Strategic Wealth Partners
Ohio
$244K +$232K +3,531 New
MWM
1349
Modern Wealth Management
Kansas
$242K +$32.9K +502 +17%
PTC
1350
Petrus Trust Company
Texas
$242K +$230K +3,506 New
52 53
54
55 56