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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1751
Titus Wealth Management
California
$1.57M -$60.1K -189 -4%
NDSI
1752
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M +$206K +648 +15%
TA
1753
TrueWealth Advisors
Alabama
$1.57M +$4.13K +13 +0.3%
OWA
1754
Outlook Wealth Advisors
Texas
$1.57M +$92.2K +290 +6%
CL
1755
CIM LLC
New York
$1.57M +$193K +606 +15%
VAG
1756
VisionPoint Advisory Group
Texas
$1.57M -$549K -1,725 -26%
PK
1757
Pflug Koory
Nebraska
$1.57M – – –
BFPW
1758
BOK Financial Private Wealth
Colorado
$1.56M +$299K +941 +24%
QI
1759
Qtron Investments
Massachusetts
$1.56M – – –
QPWM
1760
Quadrant Private Wealth Management
Pennsylvania
$1.55M -$61.4K -193 -4%
MWP
1761
Meridian Wealth Partners
Pennsylvania
$1.55M +$7.32K +23 +0.5%
MIC
1762
Means Investment Company
Maine
$1.55M +$68.1K +214 +5%
TIM
1763
Tortoise Investment Management
New York
$1.54M -$131K -412 -8%
NF
1764
Nikulski Financial
Iowa
$1.54M -$15.9K -50 -1%
KTC
1765
Kistler-Tiffany Companies
Pennsylvania
$1.54M -$5.41K -17 -0.4%
B
1766
Bridgeworth
Alabama
$1.53M +$19.4K +61 +1%
EHWM
1767
Eads & Heald Wealth Management
Georgia
$1.53M -$34K -107 -2%
AIS
1768
AM Investment Strategies
Tennessee
$1.53M – – –
PWM
1769
PBMares Wealth Management
Virginia
$1.53M +$318 +1 +0%
FCA
1770
FinTrust Capital Advisors
South Carolina
$1.53M -$25.8K -81 -2%
CL
1771
CPWM LLC
Washington
$1.52M -$3.18K -10 -0.2%
LWM
1772
Lionsbridge Wealth Management
Florida
$1.52M -$475K -1,494 -24%
RFM
1773
Royal Fund Management
Florida
$1.52M +$97.3K +306 +7%
AI
1774
Accredited Investors
Minnesota
$1.51M -$13.4K -42 -0.9%
JFL
1775
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.51M -$1.59K -5 -0.1%
69 70
71
72 73