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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2201
Bridgeworth
Alabama
$689K -$12.9K -90 -2%
DWM
2202
Defined Wealth Management
Oregon
$689K +$430 +3 +0.1%
LGA
2203
Lebenthal Global Advisors
New York
$688K +$47K +328 +8%
WBC
2204
West Branch Capital
Massachusetts
$687K +$17.2K +120 +3%
AGA
2205
Accuvest Global Advisors
Utah
$683K -$92.9K -648 -13%
MSCM
2206
McElhenny Sheffield Capital Management
Texas
$682K -$717 -5 -0.1%
SC
2207
Slow Capital
California
$682K +$600K +4,187 New
SCM
2208
SOL Capital Management
Maryland
$681K -$53.8K -375 -8%
STA
2209
Summit Trail Advisors
New York
$680K +$156K +1,086 +35%
SWM
2210
Scissortail Wealth Management
Oklahoma
$678K +$31.8K +222 +5%
NICM
2211
Neo Ivy Capital Management
New York
$678K +$597K +4,162 New
WBCM
2212
Wilson & Boucher Capital Management
California
$677K – – –
GM
2213
GeoWealth Management
Illinois
$676K -$140K -977 -19%
HWM
2214
Hohimer Wealth Management
Washington
$675K – – –
GCM
2215
Graham Capital Management
Connecticut
$674K +$594K +4,140 New
AA
2216
Aire Advisors
California
$671K +$82.2K +573 +16%
SCA
2217
SMH Capital Advisors
Texas
$669K +$9.75K +68 +2%
CRIG
2218
Charter Research & Investment Group
Connecticut
$668K – – –
CAM
2219
Cidel Asset Management
Ontario, Canada
$668K – – –
PAS
2220
Professional Advisory Services
Florida
$668K – – –
VIM
2221
Vista Investment Management
Pennsylvania
$667K -$2.29K -16 -0.4%
LFA
2222
Landmark Financial Advisors
Kentucky
$664K -$16.9K -118 -3%
TWM
2223
Tanager Wealth Management
United Kingdom
$664K – – –
AWM
2224
Accel Wealth Management
Iowa
$664K +$3.01K +21 +0.5%
EWA
2225
Encompass Wealth Advisors
Oregon
$664K +$24.2K +169 +4%
87 88
89
90 91