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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1601
Baldwin Investment Management
Pennsylvania
$2.62M +$1.35M +7,234 +85%
BWM
1602
BKM Wealth Management
Wisconsin
$2.62M +$728K +3,913 +33%
JWM
1603
Jeppson Wealth Management
California
$2.61M +$82.5K +443 +3%
IAS
1604
IMA Advisory Services
Colorado
$2.61M +$435K +2,337 +17%
BP
1605
BWM Planning
Texas
$2.6M +$19.5K +105 +0.7%
NAMP
1606
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.6M – – –
GWM
1607
GSB Wealth Management
Connecticut
$2.59M -$254K -1,366 -8%
SIC
1608
SFE Investment Counsel
California
$2.59M +$81K +435 +3%
PP
1609
Patron Partners
Texas
$2.58M -$128K -686 -4%
RLH
1610
RD Lewis Holdings
Florida
$2.57M +$334K +1,795 +16%
IPW
1611
Inlet Private Wealth
Florida
$2.57M +$168K +905 +6%
WPW
1612
Waldron Private Wealth
Pennsylvania
$2.57M +$37.8K +203 +1%
MPPW
1613
Mitchell & Pahl Private Wealth
Oklahoma
$2.57M +$127K +680 +5%
NDSI
1614
Newman Dignan & Sheerar Inc
Rhode Island
$2.57M -$12.5K -67 -0.4%
LFA
1615
Legacy Financial Advisors
Kentucky
$2.57M +$236K +1,270 +9%
OWA
1616
Outlook Wealth Advisors
Texas
$2.56M -$16.9K -91 -0.6%
QI
1617
Qtron Investments
Massachusetts
$2.55M -$341K -1,832 -11%
GWAG
1618
Garrett Wealth Advisory Group
Texas
$2.55M -$32K -172 -1%
SLT
1619
St Louis Trust
Missouri
$2.55M – – –
PL
1620
Plancorp LLC
Missouri
$2.55M +$637K +3,425 +32%
MFP
1621
Meridian Financial Partners
Virginia
$2.54M -$66.4K -357 -2%
FWM
1622
Finer Wealth Management
Massachusetts
$2.54M -$19.9K -107 -0.7%
IIA
1623
Integral Investment Advisors
California
$2.54M -$80K -430 -3%
ST
1624
Sentinel Trust
Texas
$2.54M – – –
JFG
1625
Juno Financial Group
Virginia
$2.53M +$94.9K +510 +3%
63 64
65
66 67