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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1201
Tradition Wealth Management
Minnesota
$173K +$40 +3 +0%
PWS
1202
Precision Wealth Strategies
Missouri
$173K +$310 +23 +0.2%
AIA
1203
Allied Investment Advisors
Montana
$173K +$1.42K +105 +0.9%
SC
1204
Sepio Capital
Utah
$173K -$68.8K -5,101 -29%
NB
1205
Nicolet Bankshares
Wisconsin
$173K +$8.61K +638 +5%
LWM
1206
Langley Wealth Management
Mississippi
$172K +$167K +12,376 New
MHIC
1207
Marble Harbor Investment Counsel
Massachusetts
$172K – – –
KMWM
1208
Keudell/Morrison Wealth Management
Oregon
$171K -$5.22K -387 -3%
4WM
1209
44 Wealth Management
Oregon
$171K +$1.47K +109 +0.9%
CFS
1210
Commonwealth Financial Services
West Virginia
$171K -$29.8K -2,206 -15%
MA
1211
MJP Associates
Connecticut
$171K +$11.8K +877 +8%
MPWT
1212
MassMutual Private Wealth & Trust
Connecticut
$171K -$49.3K -3,657 -23%
DCM
1213
Donaldson Capital Management
Indiana
$171K +$166K +12,268 New
NFC
1214
Northstar Financial Companies
Pennsylvania
$170K +$742 +55 +0.5%
WA
1215
Win Advisors
Florida
$170K +$165K +12,252 New
CCA
1216
Carrera Capital Advisors
Michigan
$170K -$1.09K -81 -0.7%
DIG
1217
Daniel Investment Group
Michigan
$170K +$165K +12,217 New
SIAG
1218
Safeguard Investment Advisory Group
California
$170K -$5.07K -376 -3%
SP
1219
Stablepoint Partners
Massachusetts
$169K -$9.38K -695 -5%
SWP
1220
Semus Wealth Partners
Florida
$168K +$14.5K +1,075 +10%
NSG
1221
Nalls Sherbakoff Group
Tennessee
$168K -$29K -2,149 -15%
ACM
1222
Alpha Capital Management
Texas
$168K +$1.35K +100 +0.8%
DA
1223
Detalus Advisors
Missouri
$168K – – –
TMWM
1224
Taylor & Morgan Wealth Management
Michigan
$168K +$163K +12,057 New
SCM
1225
Shelton Capital Management
Colorado
$167K – – –
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