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Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1076
MeadowBrook Investment Advisors
Michigan
$151K +$16.5K +1,544 +11%
DWM
1077
Destination Wealth Management
California
$151K +$163K +15,269 New
UBP
1078
Union Bancaire Privee
Switzerland
$151K +$171K +16,002 New
SC
1079
Stephens Consulting
Michigan
$151K – – –
MAWA
1080
Moss Adams Wealth Advisors
Washington
$150K +$19.8K +1,857 +14%
AIA
1081
Affinity Investment Advisors
California
$150K -$181K -16,988 -53%
HGERS
1082
Householder Group Estate & Retirement Specialist
Arizona
$150K -$117K -10,977 -42%
LAM
1083
L2 Asset Management
Massachusetts
$150K -$3.25K -305 -2%
AWA
1084
AGH Wealth Advisors
Kansas
$150K +$161K +15,106 New
WEG
1085
World Equity Group
Illinois
$150K +$10K +941 +7%
NAM
1086
NorthCrest Asset Manangement
Minnesota
$149K -$4.89K -459 -3%
KP
1087
Keel Point
Alabama
$149K +$9.94K +932 +7%
CPW
1088
Crestmont Private Wealth
Texas
$149K -$1.42K -133 -0.9%
UWP
1089
Uniting Wealth Partners
Kansas
$148K +$159K +14,927 New
T
1090
Tableaux
Massachusetts
$148K +$159K +14,901 New
GW
1091
Griffith & Werner
Georgia
$148K +$159K +14,899 New
EWA
1092
Etesian Wealth Advisors
Oregon
$147K -$158K -14,814 -50%
SIA
1093
Sovereign Investment Advisors
Arizona
$147K +$159K +14,865 New
TW
1094
TrinityPoint Wealth
Connecticut
$147K +$29.5K +2,765 +23%
MP
1095
McDonald Partners
Ohio
$146K -$22.8K -2,135 -13%
BBA
1096
BLB&B Advisors
Pennsylvania
$146K -$276K -25,861 -64%
FNT
1097
First National Trust
Pennsylvania
$146K -$31.6K -2,960 -17%
ITIM
1098
Indiana Trust & Investment Management
Indiana
$146K – – –
AW
1099
Alteri Wealth
California
$145K +$156K +14,663 New
EC
1100
EntryPoint Capital
New York
$144K +$155K +14,571 New
42 43
44
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