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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1401
Waypoint Wealth Counsel
Georgia
$288K +$7.8K +99 +3%
SB
1402
Sunflower Bank
Texas
$288K +$286K +3,628 New
RDWM
1403
Red Door Wealth Management
Tennessee
$287K +$1.1K +14 +0.4%
ML
1404
McAdam LLC
Pennsylvania
$286K +$60.8K +771 +27%
GA
1405
GFS Advisors
Texas
$286K – – –
CWM
1406
Cadence Wealth Management
Massachusetts
$286K -$78.8K -1,000 -22%
VA
1407
Valmark Advisers
Ohio
$285K -$11.1K -141 -4%
PA
1408
PSI Advisors
Florida
$285K -$39.4K -500 -12%
JWM
1409
JGP Wealth Management
Oregon
$285K – – –
KCM
1410
Kendall Capital Management
Maryland
$284K – – –
LIA
1411
LS Investment Advisors
Michigan
$284K +$10.6K +135 +4%
NP
1412
NorthRock Partners
Minnesota
$281K -$868K -11,014 -76%
PC
1413
PCB Capital
New Jersey
$280K +$278K +3,526 New
BFO
1414
Boston Family Office
Massachusetts
$279K -$142K -1,800 -34%
LWM
1415
Lyell Wealth Management
California
$279K +$34.8K +442 +14%
7WCP
1416
71 West Capital Partners
Massachusetts
$278K +$276K +3,503 New
MB
1417
MidFirst Bank
Oklahoma
$278K +$276K +3,503 New
WAS
1418
Wealth Advisory Solutions
Indiana
$277K -$9.85K -125 -3%
WP
1419
Westmount Partners
California
$277K – – –
CP
1420
Camelot Portfolios
Ohio
$276K -$151K -1,920 -36%
RFA
1421
Register Financial Advisors
Georgia
$275K -$2.52K -32 -0.9%
SP
1422
Stonebrook Private
Michigan
$274K +$16.1K +204 +6%
BAM
1423
Berkshire Asset Management
Pennsylvania
$274K -$11.8K -150 -4%
RFA
1424
Resurgent Financial Advisors
Georgia
$273K +$47K +596 +21%
CSIC
1425
Clifford Swan Investment Counsel
California
$273K -$2.13K -27 -0.8%
55 56
57
58 59