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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1351
Brown Wealth Management
Illinois
$274K -$4.8K -70 -2%
WAS
1352
Wealth Advisory Solutions
Indiana
$273K -$67.5K -985 -21%
TPI
1353
Trust Point Inc
Wisconsin
$272K +$248K +3,614 New
NP
1354
Nilsine Partners
Colorado
$272K +$247K +3,608 New
CFAM
1355
Center For Asset Management
Florida
$272K +$247K +3,607 New
RDWM
1356
Red Door Wealth Management
Tennessee
$272K +$247K +3,605 New
GA
1357
GFS Advisors
Texas
$271K – – –
BAM
1358
Berkshire Asset Management
Pennsylvania
$271K +$10.7K +156 +5%
EWS
1359
Eagle Wealth Strategies
New Jersey
$271K +$1.71K +25 +0.7%
AI
1360
Atom Investors
Texas
$271K +$246K +3,591 New
ME
1361
McIlrath & Eck
Washington
$270K +$13.5K +197 +6%
KCM
1362
Kendall Capital Management
Maryland
$270K – – –
DWM
1363
Defined Wealth Management
Oregon
$270K +$754 +11 +0.3%
WP
1364
Westmount Partners
California
$269K – – –
PWM
1365
Palumbo Wealth Management
New York
$267K +$274K +3,995 New
WWC
1366
Waypoint Wealth Counsel
Georgia
$266K +$242K +3,530 New
BMCM
1367
Bryn Mawr Capital Management
Pennsylvania
$266K +$242K +3,528 New
JWA
1368
JFS Wealth Advisors
Pennsylvania
$265K -$100K -1,465 -29%
RFA
1369
Register Financial Advisors
Georgia
$264K -$21.3K -311 -8%
V
1370
VeraBank
Texas
$263K -$33.4K -487 -12%
IF
1371
IRON Financial
Illinois
$263K +$239K +3,494 New
TBNY
1372
Trustco Bank (New York)
New York
$263K -$68.5K -1,000 -22%
DE
1373
Diversified Enterprises
Delaware
$263K -$4.46K -65 -2%
BWM
1374
BCS Wealth Management
Tennessee
$262K -$17.3K -252 -7%
SB
1375
Simmons Bank
Arkansas
$262K -$17.1K -249 -7%
53 54
55
56 57