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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
2526
Intelligence Driven Advisers
California
$342K +$67.3K +983 +26%
AFG
2527
Albion Financial Group
Utah
$342K – – –
IHWM
2528
Iron Horse Wealth Management
Iowa
$340K +$1.03K +15 +0.3%
HIM
2529
Hanlon Investment Management
New Jersey
$340K +$29K +424 +10%
DWAM
2530
Duncan Williams Asset Management
Tennessee
$340K +$324K +4,730 New
CA
2531
CGN Advisors
Kansas
$339K -$77.5K -1,132 -19%
TCBWMS
2532
Texas Capital Bank Wealth Management Services
Texas
$339K -$67.3K -983 -17%
AAM
2533
Augustine Asset Management
Florida
$339K -$6.64K -97 -2%
RFP
2534
Root Financial Partners
California
$339K +$73.5K +1,073 +29%
PCA
2535
Prosperity Capital Advisors
Ohio
$338K +$322K +4,703 New
PCTC
2536
Perkins Coie Trust Company
Washington
$338K – – –
EWS
2537
Eagle Wealth Strategies
New Jersey
$337K +$205 +3 +0.1%
WAM
2538
Wallington Asset Management
Indiana
$337K +$102K +1,485 +46%
MPM
2539
MBB Public Markets
Illinois
$336K -$19.6M -286,104 -98%
FL
2540
Fort LP
Maryland
$335K -$15.5K -226 -5%
CNTOF
2541
Canandaigua National Trust of Florida
New York
$334K +$318K +4,644 New
IW
2542
Instrumental Wealth
Florida
$333K +$6.37K +93 +2%
SC
2543
Sepio Capital
Utah
$333K +$3.77K +55 +1%
UWS
2544
Unique Wealth Strategies
Illinois
$333K +$91.9K +1,342 +41%
FI
2545
Financial Insights
Washington
$333K -$616 -9 -0.2%
NCM
2546
Northwest Capital Management
Oregon
$333K – – –
WCFA
2547
Walkner Condon Financial Advisors
Wisconsin
$333K +$44.2K +645 +16%
HNB
2548
Hilltop National Bank
Wyoming
$332K -$806K -11,766 -72%
WCG
2549
Weaver Consulting Group
California
$332K +$18.6K +272 +6%
TWA
2550
TCI Wealth Advisors
Arizona
$332K -$14.9K -217 -4%
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102
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