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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1126
JGP Wealth Management
Oregon
$198K -$4.49K -333 -2%
FIB
1127
First Interstate Bank
Montana
$198K -$118K -8,767 -38%
MBT
1128
Montecito Bank & Trust
California
$198K +$192K +14,224 New
CH
1129
Cromwell Holdings
Wyoming
$197K +$7.2K +534 +4%
HWM
1130
Hohimer Wealth Management
Washington
$197K -$2.94K -218 -2%
RBWA
1131
RFG - Bristol Wealth Advisors
Massachusetts
$197K +$513 +38 +0.3%
LT
1132
Legacy Trust
Michigan
$197K -$3.1K -230 -2%
FHC
1133
First Horizon Corporation
Tennessee
$196K +$28.6K +2,119 +18%
SWA
1134
Sax Wealth Advisors
New Jersey
$196K +$2.23K +165 +1%
AIM
1135
Acropolis Investment Management
Missouri
$196K +$472 +35 +0.2%
MW
1136
Marble Wealth
Alabama
$196K +$2.12K +157 +1%
FMP
1137
Financial Management Professionals
Texas
$196K +$108K +8,000 +131%
BCM
1138
Becker Capital Management
Oregon
$195K – – –
KFGK
1139
Keystone Financial Group (Kentucky)
Kentucky
$195K -$14.4K -1,070 -7%
WA
1140
WESPAC Advisors
California
$195K +$189K +14,032 New
CFO
1141
Cambient Family Office
Michigan
$195K -$5.52K -409 -3%
LF
1142
Lantz Financial
Illinois
$195K +$5.72K +424 +3%
WW
1143
Waterfront Wealth
Kansas
$194K -$322K -23,856 -63%
BCMLT
1144
Beacon Capital Management LLC (Tennessee)
Tennessee
$194K -$3.01K -223 -2%
AO
1145
Advisor OS
Illinois
$194K +$9.97K +739 +6%
ICMM
1146
Integrated Capital Management (Michigan)
Michigan
$194K +$188K +13,936 New
SSG
1147
Summit Securities Group
New York
$193K +$106K +7,872 +130%
KCFA
1148
Key Client Fiduciary Advisors
New Jersey
$192K -$11.3K -839 -6%
SFCL
1149
Strengthening Families & Communities LLC
Massachusetts
$192K +$148 +11 +0.1%
BBES
1150
Buffalo Business & Estate Services
New York
$191K -$185K -13,715 Closed
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