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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1176
Caption Management
Oklahoma
$271K -$486K -26,400 -67%
TA
1177
TruWealth Advisors
Louisiana
$271K – – –
TWA
1178
TCI Wealth Advisors
Arizona
$271K +$16.6K +900 +7%
BWM
1179
BNC Wealth Management
Oregon
$271K +$240K +13,054 New
WAS
1180
Winch Advisory Services
Wisconsin
$270K +$534 +29 +0.2%
RCG
1181
Regatta Capital Group
California
$270K +$239K +12,977 New
SEP
1182
Southland Equity Partners
Missouri
$270K +$43.4K +2,356 +22%
DWT
1183
Dorsey & Whitney Trust
South Dakota
$269K +$1.27K +69 +0.5%
WMA
1184
West Michigan Advisors
Michigan
$269K +$238K +12,959 New
LI
1185
LVZ Inc
Michigan
$268K +$1.78K +97 +0.8%
VCG
1186
Vantage Consulting Group
Virginia
$267K -$137K -7,459 -37%
AFS
1187
Axiom Financial Strategies
Indiana
$267K +$8.15K +443 +4%
SA
1188
Syntax Advisors
New York
$267K +$237K +12,878 New
AG
1189
Ascent Group
Virginia
$267K +$238K +12,928 New
MCM
1190
Maple Capital Management
Vermont
$266K -$13.3K -724 -5%
B
1191
BetterWealth
California
$266K +$235K +12,786 New
JWBC
1192
J.W. Burns & Co
New York
$266K +$236K +12,823 New
LIA
1193
LS Investment Advisors
Michigan
$265K – – –
AP
1194
Arlington Partners
Alabama
$265K +$4.99K +271 +2%
AAM
1195
Auxier Asset Management
Oregon
$265K +$5.52K +300 +2%
MF
1196
Montis Financial
Massachusetts
$265K +$235K +12,768 New
SDWMA
1197
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$3.68K -200 -2%
AWA
1198
Alta Wealth Advisors
Massachusetts
$264K -$1.09K -59 -0.5%
WWMSC
1199
Wagner Wealth Management (South Carolina)
South Carolina
$264K +$6.61K +359 +3%
LA
1200
Lynch & Associates
Indiana
$264K +$234K +12,731 New
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