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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2151
First Business Financial Services
Wisconsin
$208K – – –
MWM
2152
Marion Wealth Management
Pennsylvania
$208K – – –
SHWM
2153
Smith & Howard Wealth Management
Georgia
$207K -$2.63K -25 -1%
FAB
2154
First American Bank
Illinois
$207K +$1.05K +10 +0.5%
GSAM
2155
Grant Street Asset Management
Pennsylvania
$206K -$66.2K -630 -24%
SDWMA
2156
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K -$27.1K -258 -11%
DFG
2157
Demars Financial Group
Washington
$204K -$2.1K -20 -1%
GHAM
2158
Gilman Hill Asset Management
Connecticut
$204K +$212K +2,015 New
MCA
2159
Magnolia Capital Advisors
Mississippi
$203K -$8.93K -85 -4%
CWP
2160
CFM Wealth Partners
Texas
$203K -$3.68K -35 -2%
LODC
2161
Lanham O'Dell & Company
West Virginia
$203K – – –
TA
2162
Tiedemann Advisors
New York
$203K +$210K +2,001 New
NC
2163
NinePointTwo Capital
California
$203K +$211K +2,009 New
CCFP
2164
Charles Carroll Financial Partners
Massachusetts
$202K – – –
SF
2165
SBK Financial
Virginia
$202K – – –
LGA
2166
Lebenthal Global Advisors
New York
$202K +$210K +1,996 New
PGAM
2167
Princeton Global Asset Management
New Jersey
$197K -$21K -200 -9%
SIS
2168
Sound Income Strategies
Florida
$197K +$3.36K +32 +2%
VCM
2169
Vigilant Capital Management
Maine
$196K -$320K -3,044 -61%
DHGWA
2170
Dixon Hughes Goodman Wealth Advisors
North Carolina
$194K +$184K +1,753 +1,062%
SN
2171
Sittner & Nelson
Oregon
$187K – – –
AWM
2172
Accel Wealth Management
Iowa
$186K -$10.3K -98 -5%
PWP
2173
Pursue Wealth Partners
California
$184K +$187K +1,779 New
MWM
2174
Mascoma Wealth Management
New Hampshire
$184K +$4.83K +46 +3%
SOW
2175
State of Wyoming
Wyoming
$184K +$112K +1,065 +142%
85 86
87
88 89