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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2226
Scissortail Wealth Management
Oklahoma
$474K +$459K +4,042 New
PA
2227
Probity Advisors
Texas
$472K -$9.77K -86 -2%
GWM
2228
Greenwich Wealth Management
Connecticut
$472K +$60K +528 +15%
AWM
2229
Accel Wealth Management
Iowa
$472K +$141K +1,239 +45%
WAM
2230
WNY Asset Management
New York
$471K +$34.2K +301 +8%
BCFD
2231
Boit C.F. David
$469K – – –
KC
2232
Kenfarb & Co
Kentucky
$469K +$454K +4,000 New
AWA
2233
Amplius Wealth Advisors
Pennsylvania
$469K +$455K +4,003 New
TIA
2234
Traphagen Investment Advisors
New Jersey
$468K +$14K +123 +3%
CFN
2235
Cordasco Financial Network
Florida
$467K -$6.25K -55 -1%
CS
2236
Capital Square
Tennessee
$467K +$454 +4 +0.1%
JCM
2237
Jacobsen Capital Management
Utah
$466K – – –
CCM
2238
Carlson Capital Management
Minnesota
$465K +$41K +361 +10%
GP
2239
Geneva Partners
Wisconsin
$465K +$450K +3,965 New
DWM
2240
Dorchester Wealth Management
Quebec, Canada
$464K +$39.8K +350 +10%
RPA
2241
Rock Point Advisors
Vermont
$462K – – –
CHA
2242
Carmichael Hill & Associates
Maryland
$461K -$3.63K -32 -0.8%
CCMU
2243
Cheyne Capital Management (UK)
United Kingdom
$461K – – –
EIA
2244
Eldridge Investment Advisors
New Hampshire
$461K – – –
AA
2245
Addison Advisors
Vermont
$461K +$294K +2,588 +193%
FAG
2246
Financial Advisory Group
Texas
$459K +$57.3K +504 +15%
EWA
2247
Encompass Wealth Advisors
Oregon
$458K -$114 -1 -0%
SLA
2248
Silver Lake Advisory
Utah
$458K +$4.2K +37 +1%
AC
2249
ASB Consultores
Florida
$457K +$442K +3,892 New
LGA
2250
Lebenthal Global Advisors
New York
$457K +$443K +3,901 New
88 89
90
91 92