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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1176
High Net Worth Advisory Group
Florida
$208K -$6.54K -517 -4%
ITIM
1177
Indiana Trust & Investment Management
Indiana
$207K -$266 -21 -0.2%
WTFG
1178
Wells Trecaso Financial Group
Ohio
$207K +$173K +13,664 New
KWM
1179
Kolinsky Wealth Management
New Jersey
$206K +$25.4K +2,009 +17%
LSPW
1180
Lake Street Private Wealth
Illinois
$206K -$145K -11,424 -46%
PWM
1181
Prosperity Wealth Management
California
$205K -$30.4K -2,406 -15%
C
1182
Covestor
United Kingdom
$205K +$34.5K +2,724 +25%
OCBCO
1183
Oversea-Chinese Banking Corp (OCBC)
Singapore
$205K +$19.9K +1,570 +13%
APG
1184
Abacus Planning Group
South Carolina
$205K +$1.24K +98 +0.7%
MWM
1185
Mattern Wealth Management
Kansas
$205K -$30K -2,370 -15%
LFA
1186
Legacy Financial Advisors
Kentucky
$204K +$40.2K +3,174 +31%
FRA
1187
Frank Rimerman Advisors
California
$202K -$7.38K -583 -4%
FSC
1188
Full Sail Capital
Oklahoma
$202K -$468 -37 -0.3%
PCS
1189
Personal CFO Solutions
New Jersey
$201K +$22.3K +1,762 +15%
GCP
1190
Gill Capital Partners
Colorado
$201K +$734 +58 +0.4%
NAM
1191
NTV Asset Management
West Virginia
$201K +$367 +29 +0.2%
CWP
1192
Concord Wealth Partners
Virginia
$200K +$17.5K +1,387 +12%
BA
1193
Ballast Advisors
Minnesota
$200K +$152 +12 +0.1%
WW
1194
Waterfront Wealth
Kansas
$200K +$1.32K +104 +0.7%
CA
1195
Claro Advisors
Massachusetts
$200K +$7.4K +585 +5%
SW
1196
SlateStone Wealth
Florida
$200K +$167K +13,230 New
WR
1197
WD Rutherford
Oregon
$200K – – –
UCI
1198
Uncommon Cents Investing
Wisconsin
$199K +$1.63K +129 +1%
NSIM
1199
North Star Investment Management
Illinois
$199K +$557 +44 +0.3%
TSWM
1200
Tyler-Stone Wealth Management
Ohio
$199K +$167K +13,179 New
46 47
48
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