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Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1651
D.B. Root & Company
Pennsylvania
$1.21M -$25.7K -226 -2%
MIM
1652
Miller Investment Management
Pennsylvania
$1.2M – – –
SWM
1653
Silverlake Wealth Management
Vermont
$1.2M +$1.16M +10,209 New
LNWTC
1654
Laird Norton Wetherby Trust Company
Washington
$1.2M -$143K -1,261 -11%
MTC
1655
McDaniel Terry & Co
Texas
$1.2M +$103K +911 +10%
WPA
1656
West Paces Advisors
Georgia
$1.2M -$55.1K -485 -5%
AA
1657
Apriem Advisors
California
$1.2M +$64.5K +568 +6%
JSW
1658
Journey Strategic Wealth
New Jersey
$1.19M +$1.15M +10,163 New
MAA
1659
Mraz Amerine & Associates
California
$1.19M -$107K -939 -8%
DAM
1660
Doheny Asset Management
California
$1.19M +$28.4K +250 +3%
CCM
1661
Cox Capital Management
Massachusetts
$1.19M -$23.7K -209 -2%
BP
1662
Ballentine Partners
Massachusetts
$1.19M +$240K +2,112 +26%
FFG
1663
Ford Financial Group
California
$1.18M -$20.1K -177 -2%
PWPS
1664
Pinnacle Wealth Planning Services
Ohio
$1.18M +$161K +1,421 +17%
BOC
1665
Barbara Oil Co
Illinois
$1.17M – – –
PP
1666
Peconic Partners
New York
$1.17M – – –
TPA
1667
Trivium Point Advisory
Connecticut
$1.17M +$114K +1,002 +11%
OPW
1668
Oxler Private Wealth
New York
$1.16M -$35.8K -315 -3%
BFM
1669
Boston Financial Management
Massachusetts
$1.16M +$42.4K +373 +4%
LAM
1670
LifePro Asset Management
California
$1.16M +$416K +3,658 +59%
LNB
1671
Ledyard National Bank
$1.16M -$75.5K -665 -6%
BFC
1672
Bedel Financial Consulting
Indiana
$1.16M +$2.38K +21 +0.2%
AIS
1673
AM Investment Strategies
Tennessee
$1.15M +$357K +3,142 +47%
LSA
1674
Lion Street Advisors
Texas
$1.15M -$2.5K -22 -0.2%
FSWA
1675
Financial Synergies Wealth Advisors
Texas
$1.15M +$15.6K +137 +1%
65 66
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68 69