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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2451
Chase Investment Counsel
Virginia
$433K +$8.27K +30 +2%
CWM
2452
Cranbrook Wealth Management
Michigan
$433K +$15.7K +57 +4%
WA
2453
Wealth Architects
California
$431K +$20.7K +75 +6%
SWP
2454
Strategic Wealth Partners
Ohio
$430K -$514K -1,864 -57%
PWS
2455
Peloton Wealth Strategists
Indiana
$429K +$51.3K +186 +15%
LNWTC
2456
Laird Norton Wetherby Trust Company
Washington
$428K -$1.65K -6 -0.4%
CCA
2457
Conservest Capital Advisors
Pennsylvania
$427K +$13.8K +50 +4%
PHM
2458
Prospect Hill Management
New Jersey
$427K +$138K +500 +56%
CWP
2459
Curated Wealth Partners
California
$426K -$118K -428 -23%
GIM
2460
Goelzer Investment Management
Indiana
$424K -$5.51K -20 -1%
EAM
2461
Evanson Asset Management
California
$424K -$4.13K -15 -1%
WCM
2462
WealthBridge Capital Management
Ohio
$424K -$276 -1 -0.1%
RCA
2463
Reitz Capital Advisors
Michigan
$424K – – –
LI
2464
LVZ Inc
Michigan
$424K +$29.2K +106 +8%
ECAM
2465
East Coast Asset Management
Massachusetts
$422K – – –
WAM
2466
WNY Asset Management
New York
$422K +$33.4K +121 +10%
FC
2467
Fulcrum Capital
Washington
$420K -$149K -539 -28%
BMWM
2468
Brown Miller Wealth Management
Virginia
$419K -$49.1K -178 -11%
ANB
2469
Amarillo National Bank
Texas
$419K – – –
LIG
2470
Lokken Investment Group
Delaware
$419K +$82.7K +300 +28%
BWA
2471
Burt Wealth Advisors
Maryland
$418K – – –
SFP
2472
Sterling Financial Planning
New Jersey
$417K -$25.4K -92 -6%
OLA
2473
Oliver Luxxe Assets
New Jersey
$417K +$1.38K +5 +0.4%
PCMK
2474
Paragon Capital Management (Kansas)
Kansas
$417K +$12.1K +44 +4%
AP
2475
Adero Partners
California
$416K +$155K +561 +70%
97 98
99
100 101