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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1176
Wintrust Investments
Illinois
$233K -$19K -1,000 -4%
MAM
1177
MMA Asset Management
Pennsylvania
$232K +$330K +17,369 New
TNA
1178
True North Advisors
Texas
$231K -$125K -6,562 -32%
WA
1179
WBH Advisory
Maryland
$231K +$63.5K +3,342 +27%
DOA
1180
D'Orazio & Associates
Virginia
$231K +$260K +13,663 New
SPWM
1181
Spartan Planning & Wealth Management
North Carolina
$231K +$260K +13,685 New
PPW
1182
Parcion Private Wealth
Washington
$230K -$78.2K -4,115 -23%
EFL
1183
ERn Financial LLC
Wisconsin
$230K -$13.7K -721 -5%
ITIM
1184
Indiana Trust & Investment Management
Indiana
$230K – – –
WAS
1185
Winch Advisory Services
Wisconsin
$230K +$12K +631 +5%
6F
1186
626 Financial
Michigan
$230K +$22.9K +1,204 +10%
SPWG
1187
Sage Private Wealth Group
Illinois
$230K +$25.6K +1,346 +11%
FF
1188
FourThought Financial
Florida
$229K – – –
T
1189
TNF
Montana
$228K +$12.1K +634 +4%
CTC
1190
Central Trust Company
Missouri
$228K +$42.7K +2,246 +20%
BA
1191
Ballast Advisors
Minnesota
$227K -$6.83K -359 -3%
IA
1192
IndexIQ Advisors
New York
$227K +$176K +9,262 +225%
SWA
1193
Stratos Wealth Advisors
Ohio
$225K -$45.9K -2,414 -15%
PP
1194
Patten & Patten
Tennessee
$225K -$25.9K -1,360 -9%
DWT
1195
Dorsey & Whitney Trust
South Dakota
$225K +$2.42K +127 +1%
TA
1196
TruWealth Advisors
Louisiana
$225K +$4.41K +232 +2%
MFG
1197
Merit Financial Group
Georgia
$225K +$56.4K +2,965 +29%
RCI
1198
RS Crum Inc
California
$224K +$1.41K +74 +0.6%
NFG
1199
Nadler Financial Group
Illinois
$223K -$61.8K -3,252 -20%
ACM
1200
Advisors Capital Management
New Jersey
$223K +$55.7K +2,930 +29%
46 47
48
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