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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1276
Lake Street Private Wealth
Illinois
$860K +$30.8K +903 +3%
WSC
1277
Wellington Shields & Co
New York
$860K +$83.2K +2,441 +8%
WFA
1278
Wipfli Financial Advisors
Wisconsin
$860K +$1.14M +33,380 New
CGA
1279
Crescent Grove Advisors
Illinois
$858K -$25.4K -745 -2%
WW
1280
Waterfront Wealth
Kansas
$856K -$64.9K -1,904 -6%
IBOK
1281
Independence Bank of Kentucky
Kentucky
$855K -$613K -17,973 -35%
LCM
1282
Leisure Capital Management
California
$854K +$105K +3,075 +10%
4WM
1283
44 Wealth Management
Oregon
$853K +$7.5K +220 +0.7%
SWM
1284
Silverlake Wealth Management
Vermont
$851K +$59.8K +1,754 +6%
GCM
1285
Galibier Capital Management
Ontario, Canada
$851K +$194K +5,700 +21%
CPIG
1286
Chicago Partners Investment Group
Illinois
$849K +$74.9K +2,196 +8%
PCS
1287
Personal CFO Solutions
New Jersey
$849K +$106K +3,107 +10%
SOS
1288
Silver Oak Securities
Tennessee
$848K +$573K +16,808 +238%
BA
1289
Bristlecone Advisors
Washington
$847K +$323K +9,461 +40%
DWM
1290
Doyle Wealth Management
Florida
$842K +$989 +29 +0.1%
OC
1291
Oakworth Capital
Alabama
$841K – – –
WA
1292
WBH Advisory
Maryland
$840K -$43.4K -1,274 -4%
AA
1293
Auxano Advisors
Washington
$840K -$21.5K -630 -2%
BSA
1294
Bull Street Advisors
Georgia
$840K +$5.97K +175 +0.5%
AW
1295
Alaethes Wealth
Nevada
$840K +$74.5K +2,184 +7%
EA
1296
Eclectic Associates
California
$839K -$114K -3,347 -9%
CC
1297
Clearline Capital
New York
$838K +$341K +10,000 +44%
BAM
1298
Brave Asset Management
New Jersey
$834K -$44.3K -1,300 -4%
AP
1299
Appleton Partners
Massachusetts
$832K -$80.8K -2,371 -7%
FFMBT
1300
First Farmers & Merchants Bank Trust
Tennessee
$832K -$1.02K -30 -0.1%
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