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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2476
Merriman Wealth Management
Washington
$373K -$130K -1,242 -29%
LEA
2477
Legacy Edge Advisors
New York
$373K -$48.2K -461 -13%
ZB
2478
Zions Bancorporation
Utah
$373K +$75.4K +722 +31%
AGC
2479
Aspen Grove Capital
Colorado
$373K +$2.09K +20 +0.7%
WB
2480
West Bancorporation
Iowa
$371K +$317K +3,036 New
CFO
2481
Custos Family Office
Texas
$371K +$1.04K +10 +0.3%
FC
2482
Fusion Capital
South Carolina
$371K – – –
MAM
2483
McLean Asset Management
Virginia
$370K +$10K +96 +3%
KA
2484
Kearns & Associates
California
$370K – – –
HIF
2485
Hill Island Financial
Michigan
$369K +$627 +6 +0.2%
FFL
2486
Financial Freedom LLC
Ohio
$368K +$313 +3 +0.1%
AWM
2487
Ameliora Wealth Management
Switzerland
$367K -$38.3K -367 -11%
JCP
2488
Jennifer C. Price
$367K +$104K +1,000 +50%
SC
2489
Shay Capital
New York
$367K +$313K +3,000 New
WBG
2490
Wharton Business Group
Pennsylvania
$367K – – –
TA
2491
TruWealth Advisors
Louisiana
$367K +$313K +2,997 New
KMWM
2492
Keudell/Morrison Wealth Management
Oregon
$367K +$19.6K +188 +7%
MWP
2493
Meridian Wealth Partners
Pennsylvania
$366K +$9.61K +92 +3%
VH
2494
Visionary Horizons
Tennessee
$366K -$2.09K -20 -0.6%
TCOTS
2495
Trust Company of the South
North Carolina
$366K -$1.04K -10 -0.3%
MCM
2496
McRae Capital Management
New Jersey
$365K – – –
TNA
2497
True North Advisors
Texas
$364K -$698K -6,680 -69%
EFG
2498
Ethos Financial Group
Pennsylvania
$364K -$95.4K -913 -23%
CGA
2499
Crescent Grove Advisors
Illinois
$364K -$69K -661 -18%
PO
2500
Private Ocean
California
$362K -$104 -1 -0%
98 99
100
101 102