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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1526
Marble Wealth
Alabama
$278K +$240K +2,690 New
LIWM
1527
Long Island Wealth Management
New York
$278K +$240K +2,688 New
KMWM
1528
Keudell/Morrison Wealth Management
Oregon
$278K -$15.1K -169 -6%
BWM
1529
Bullock Wealth Management
Indiana
$277K +$236K +2,643 New
V
1530
VeraBank
Texas
$277K -$23K -258 -9%
TNB
1531
Thomasville National Bank
Georgia
$275K +$237K +2,654 New
WA
1532
WBH Advisory
Maryland
$275K +$237K +2,654 New
3IP
1533
3Chopt Investment Partners
Virginia
$274K +$237K +2,652 New
BHWM
1534
Bar Harbor Wealth Management
New Hampshire
$274K +$237K +2,650 New
CPWM
1535
Cypress Point Wealth Management
Texas
$274K +$236K +2,649 New
NLP
1536
Next Level Private
New York
$274K +$236K +2,645 New
CD
1537
Chapin Davis
Maryland
$273K +$236K +2,642 New
CWM
1538
Circle Wealth Management
New Jersey
$273K +$235K +2,634 New
FTA
1539
Financial & Tax Architects
Missouri
$271K +$234K +2,621 New
VFG
1540
V2 Financial group
Illinois
$270K -$182K -2,038 -44%
DWM
1541
Destination Wealth Management
California
$270K +$233K +2,610 New
CTA
1542
Colonial Trust Advisors
South Carolina
$269K +$18K +202 +8%
DDC
1543
DF Dent & Co
Maryland
$269K +$232K +2,601 New
PAM
1544
Palisade Asset Management
Minnesota
$269K +$232K +2,599 New
NB
1545
Northwest Bancshares
Pennsylvania
$268K +$231K +2,592 New
NPT
1546
Nixon Peabody Trust
Massachusetts
$268K +$231K +2,588 New
VAG
1547
VisionPoint Advisory Group
Texas
$267K +$231K +2,585 New
KFC
1548
Klingenstein Fields & Co
New York
$267K -$71.4K -800 -24%
CCM
1549
Chiron Capital Management
Florida
$267K +$230K +2,579 New
PCMC
1550
Paragon Capital Management (Colorado)
Colorado
$263K +$227K +2,545 New
60 61
62
63 64