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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2426
Park Place Capital
Alabama
$744K -$81.3K -531 -9%
WBWA
2427
William B. Walkup & Associates
South Carolina
$744K +$16.5K +108 +2%
BT
2428
Brandywine Trust
Delaware
$743K – – –
FGA
2429
Fortis Group Advisors
New Jersey
$743K -$96.3K -629 -11%
ICP
2430
Interchange Capital Partners
Pennsylvania
$742K -$108K -705 -12%
WI
2431
Wedgewood Investors
Pennsylvania
$742K – – –
DWM
2432
Dopkins Wealth Management
New York
$741K +$293K +1,913 +60%
EWM
2433
Edge Wealth Management
New York
$739K +$3.83K +25 +0.5%
LPAM
2434
Lodestar Private Asset Management
California
$738K -$48.1K -314 -6%
ZIG
2435
Zullo Investment Group
Pennsylvania
$736K +$27.1K +177 +4%
SP
2436
Saranac Partners
$736K +$778K +5,081 New
ACA
2437
Aspire Capital Advisors
Washington
$736K -$22.2K -145 -3%
APG
2438
Abacus Planning Group
South Carolina
$735K -$87.7K -573 -10%
FFG
2439
Fiduciary Financial Group
California
$733K +$19.4K +127 +3%
BFPW
2440
BOK Financial Private Wealth
Colorado
$732K -$156K -1,020 -17%
CF
2441
Copperwynd Financial
Arizona
$731K -$3.98K -26 -0.5%
AWM
2442
Aprio Wealth Management
Georgia
$731K +$75.8K +495 +11%
SWM
2443
Scissortail Wealth Management
Oklahoma
$731K +$769K +5,024 +23,924%
MHR
2444
Matthew Hamilton Rosenberg
$730K -$142K -925 -16%
UIM
2445
Unified Investment Management
Georgia
$729K +$771K +5,035 New
LIA
2446
Lynx Investment Advisory
District of Columbia
$728K +$13K +85 +2%
FFA
2447
Florida Financial Advisors
Florida
$728K +$67.5K +441 +10%
PPWM
2448
Paragon Private Wealth Management
Kentucky
$727K +$66K +431 +9%
NBT
2449
Northwest Bank & Trust
Iowa
$726K +$1.68K +11 +0.2%
CH
2450
Cromwell Holdings
Wyoming
$725K +$48.2K +315 +7%
96 97
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