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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1926
West Michigan Advisors
Michigan
$212K +$6.33K +89 +3%
JFGIW
1927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$8.75K -123 -4%
WA1
1928
Wimmer Associates 1
California
$211K – – –
PCM
1929
Pointe Capital Management
Michigan
$210K – – –
TF
1930
Trek Financial
Arizona
$209K +$215K +3,026 New
GFA
1931
Gallagher Fiduciary Advisors
Illinois
$209K -$18.4K -258 -8%
NW
1932
Naviter Wealth
Arkansas
$209K +$215K +3,020 New
HA
1933
Harfst & Associates
Wyoming
$208K -$339K -4,769 -61%
RFA
1934
Resurgent Financial Advisors
Georgia
$207K -$4.77K -67 -2%
GCIA
1935
Gabelli & Co Investment Advisers
New York
$207K – – –
APIM
1936
Agate Pass Investment Management
Washington
$207K – – –
TC
1937
Truvestments Capital
Florida
$207K +$1.56K +22 +0.7%
BWM
1938
Baron Wealth Management
Michigan
$207K +$213K +2,996 New
EWS
1939
Evergreen Wealth Solutions
Pennsylvania
$206K +$212K +2,977 New
FWP
1940
Falcon Wealth Planning
California
$206K +$212K +2,976 New
HFP
1941
Holistic Financial Partners
Indiana
$205K +$8.68K +122 +4%
PWP
1942
Private Wealth Partners
California
$205K -$7.12K -100 -3%
KFGK
1943
Keystone Financial Group (Kentucky)
Kentucky
$205K +$211K +2,965 New
AO
1944
Advisor OS
Illinois
$205K -$9.75K -137 -4%
FWTB
1945
First Western Trust Bank
Colorado
$204K -$38.7K -544 -16%
RG
1946
Rathbones Group
United Kingdom
$204K – – –
MCWS
1947
McKinley Carter Wealth Services
West Virginia
$204K -$40.6K -570 -16%
AWM
1948
Aberdeen Wealth Management
Illinois
$203K -$16.2K -228 -7%
CHA
1949
Carmichael Hill & Associates
Maryland
$203K +$29.9K +420 +17%
AC
1950
ASB Consultores
Florida
$203K -$119K -1,670 -36%
76 77
78
79 80