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Name Holding Trade Value Shares
Change 		Change in
Stake
BBES
1176
Buffalo Business & Estate Services
New York
$160K +$158K +12,232 New
5NPW
1177
55 North Private Wealth
Florida
$160K +$157K +12,204 New
MC
1178
Miramontes Capital
California
$160K +$157K +12,164 New
4WM
1179
44 Wealth Management
Oregon
$159K +$683 +53 +0.4%
CCA
1180
Carrera Capital Advisors
Michigan
$159K +$12.8K +991 +9%
BAM
1181
BTS Asset Management
Massachusetts
$159K -$19.2K -1,488 -11%
OMIC
1182
Old Mission Investment Co
Michigan
$159K +$1.2K +93 +0.8%
WWC
1183
Waypoint Wealth Counsel
Georgia
$159K +$18.7K +1,452 +14%
DA
1184
Detalus Advisors
Missouri
$159K -$28K -2,175 -15%
CCP
1185
Cane Capital Partners
Louisiana
$159K +$156K +12,081 New
AA
1186
Ancora Advisors
Ohio
$158K +$55.3K +4,287 +55%
CWM
1187
Centric Wealth Management
Illinois
$158K +$148K +11,455 New
GG
1188
Gleason Group
Kentucky
$158K +$554 +43 +0.4%
SCM
1189
Shelton Capital Management
Colorado
$158K – – –
GFPC
1190
Global Financial Private Client
Florida
$158K +$2.54K +197 +2%
ACM
1191
Alpha Capital Management
Texas
$158K – – –
BFPW
1192
BOK Financial Private Wealth
Colorado
$158K +$153K +11,850 +7,406%
AMBIA
1193
Allen Mooney & Barnes Investment Advisors
Georgia
$157K +$400 +31 +0.3%
CPA
1194
Capital Performance Advisors
California
$157K +$154K +11,958 New
FMN
1195
Financial Management Network
California
$157K +$152K +11,757 New
CAM
1196
Columbia Asset Management
Michigan
$156K -$22.6K -1,750 -13%
TWM
1197
Tradition Wealth Management
Minnesota
$156K +$1.41K +109 +0.9%
FHC
1198
First Horizon Corporation
Tennessee
$156K – – –
LIA
1199
LBMC Investment Advisors
Tennessee
$156K +$748 +58 +0.5%
SA
1200
Stewardship Advisors
Pennsylvania
$155K +$153K +11,852 New
46 47
48
49 50