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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2251
Cornerstone Advisory
Maryland
$849K +$108K +769 +15%
VCM
2252
Vision Capital Management
Oregon
$847K +$42.3K +300 +5%
OWP
2253
Obermeyer Wealth Partners
Colorado
$847K -$104K -739 -11%
PIA
2254
Pinion Investment Advisors
Kansas
$844K +$32.7K +232 +4%
DBRC
2255
D.B. Root & Company
Pennsylvania
$844K -$130K -924 -14%
MW
2256
Maia Wealth
Colorado
$844K +$275K +1,950 +49%
DWM
2257
Dogwood Wealth Management
Kansas
$843K +$119K +847 +18%
GCM
2258
Glynn Capital Management
California
$843K +$830K +5,889 New
AWP
2259
Ascent Wealth Partners
New York
$843K -$4.65K -33 -0.6%
ACH
2260
ArrowMark Colorado Holdings
Colorado
$843K +$77.5K +550 +10%
CCM
2261
Cobler Capital Management
Kansas
$843K +$774K +5,493 New
WAM
2262
WFA Asset Management
Wisconsin
$842K +$7.75K +55 +1%
SM
2263
Sweeney & Michel
California
$842K +$57.5K +408 +8%
CLOS
2264
Compagnie Lombard Odier SCmA
Switzerland
$842K – – –
CA
2265
CV Advisors
Florida
$841K -$16.2K -115 -2%
SIAG
2266
Safeguard Investment Advisory Group
California
$841K -$1.13K -8 -0.1%
VI
2267
Versor Investments
New York
$841K -$877K -6,222 -51%
UWP
2268
Uniting Wealth Partners
Kansas
$840K +$57.1K +405 +7%
6F
2269
626 Financial
Michigan
$836K +$1.55K +11 +0.2%
TSWM
2270
Tyler-Stone Wealth Management
Ohio
$836K +$3.52K +25 +0.4%
CF
2271
Copperwynd Financial
Arizona
$834K +$23.8K +169 +3%
WW
2272
Waterfront Wealth
Kansas
$834K +$1.55K +11 +0.2%
FBFS
2273
First Business Financial Services
Wisconsin
$832K -$2.12K -15 -0.3%
BWCS
2274
Beirne Wealth Consulting Services
Connecticut
$831K – – –
PWM
2275
Partnership Wealth Management
Maryland
$831K – – –
89 90
91
92 93