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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1651
TOBAM
France
$175K -$473K -1,303 -70%
LP
1652
LMR Partners
United Kingdom
$172K +$200K +550 New
JFGIW
1653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K -$18.2K -50 -8%
CT
1654
Caldwell Trust
Florida
$170K +$52K +143 +36%
SWM
1655
Spire Wealth Management
Virginia
$170K -$1.26M -3,479 -87%
LI
1656
LRI Investments
Florida
$169K -$103K -283 -34%
CSPIA
1657
Cary Street Partners Investment Advisory
Virginia
$168K +$19.6K +54 +11%
WAU
1658
Wellington-Altus USA
Manitoba, Canada
$166K – – –
SR
1659
Swiss Re
Switzerland
$163K +$166K +457 +737%
SC
1660
Swan Capital
Florida
$162K – – –
HWA
1661
HHM Wealth Advisors
Tennessee
$159K -$2.18K -6 -1%
MA
1662
Montag & Associates
Georgia
$158K – – –
T
1663
Tidemark
California
$157K +$182K +500 +25,000%
PP
1664
Pingora Partners
Wyoming
$157K – – –
WETS
1665
Wealth Enhancement Trust Services
South Dakota
$153K +$29.8K +82 +20%
ZBNA
1666
Zions Bancorporation, National Association
Utah
$150K +$9.08K +25 +5%
GWP
1667
Gen-Wealth Partners
Michigan
$146K -$10.9K -30 -6%
ADL
1668
Asset Dedication LLC
California
$146K +$5.45K +15 +3%
LCM
1669
Logan Capital Management
Pennsylvania
$143K +$166K +457 New
BFP
1670
Birchwood Financial Partners
Minnesota
$143K – – –
BWA
1671
Basecamp Wealth Advisors
Washington
$142K +$3.27K +9 +2%
ACM
1672
Accent Capital Management
Ohio
$141K – – –
OC
1673
Oakworth Capital
Alabama
$140K -$8.72K -24 -5%
MEG
1674
Millstone Evans Group
Colorado
$137K +$363 +1 +0.2%
PP
1675
PFS Partners
New Jersey
$133K – – –
65 66
67
68 69