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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
Latitude Advisors
Florida
$208K +$13.2K +1,041 +8%
HNWAG
1177
High Net Worth Advisory Group
Florida
$208K -$6.54K -517 -4%
ITIM
1178
Indiana Trust & Investment Management
Indiana
$207K -$266 -21 -0.2%
WTFG
1179
Wells Trecaso Financial Group
Ohio
$207K +$173K +13,664 New
KWM
1180
Kolinsky Wealth Management
New Jersey
$206K +$25.4K +2,009 +17%
LSPW
1181
Lake Street Private Wealth
Illinois
$206K -$145K -11,424 -46%
PWM
1182
Prosperity Wealth Management
California
$205K -$30.4K -2,406 -15%
C
1183
Covestor
United Kingdom
$205K +$34.5K +2,724 +25%
OCBCO
1184
Oversea-Chinese Banking Corp (OCBC)
Singapore
$205K +$19.9K +1,570 +13%
APG
1185
Abacus Planning Group
South Carolina
$205K +$1.24K +98 +0.7%
MWM
1186
Mattern Wealth Management
Kansas
$205K -$30K -2,370 -15%
LFA
1187
Legacy Financial Advisors
Kentucky
$204K +$40.2K +3,174 +31%
FRA
1188
Frank Rimerman Advisors
California
$202K -$7.38K -583 -4%
FSC
1189
Full Sail Capital
Oklahoma
$202K -$468 -37 -0.3%
PCS
1190
Personal CFO Solutions
New Jersey
$201K +$22.3K +1,762 +15%
GCP
1191
Gill Capital Partners
Colorado
$201K +$734 +58 +0.4%
NAM
1192
NTV Asset Management
West Virginia
$201K +$367 +29 +0.2%
CWP
1193
Concord Wealth Partners
Virginia
$200K +$17.5K +1,387 +12%
BA
1194
Ballast Advisors
Minnesota
$200K +$152 +12 +0.1%
WW
1195
Waterfront Wealth
Kansas
$200K +$1.32K +104 +0.7%
CA
1196
Claro Advisors
Massachusetts
$200K +$7.4K +585 +5%
SW
1197
SlateStone Wealth
Florida
$200K +$167K +13,230 New
WR
1198
WD Rutherford
Oregon
$200K – – –
UCI
1199
Uncommon Cents Investing
Wisconsin
$199K +$1.63K +129 +1%
NSIM
1200
North Star Investment Management
Illinois
$199K +$557 +44 +0.3%
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48
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