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Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
1251
North Star Asset Management
Wisconsin
$2.18M +$207K +2,967 +11%
I
1252
InvesTrust
Oklahoma
$2.17M -$273K -3,922 -11%
CLA
1253
Carnegie Lake Advisors
New Jersey
$2.17M -$34.9K -500 -2%
FWCM
1254
Ferguson Wellman Capital Management
Oregon
$2.17M -$578K -8,284 -21%
BWP
1255
BSW Wealth Partners
Colorado
$2.17M -$142K -2,041 -6%
AFP
1256
Ausdal Financial Partners
Iowa
$2.16M -$63.1K -905 -3%
HT
1257
Heritage Trust
Oklahoma
$2.16M -$77.8K -1,116 -3%
IUHSA
1258
Itau Unibanco Holding S.A.
Brazil
$2.16M -$459K -6,579 -18%
CCP
1259
Clarkston Capital Partners
Michigan
$2.16M – – –
EM
1260
Excalibur Management
Massachusetts
$2.16M +$976 +14 +0%
CFG
1261
Chapman Financial Group
Hawaii
$2.16M – – –
HCM
1262
Howard Capital Management
Georgia
$2.15M +$11.2K +161 +0.5%
SWMG
1263
Stillwater Wealth Management Group
Florida
$2.15M -$174K -2,502 -8%
C
1264
Certuity
Florida
$2.14M +$232K +3,329 +12%
DWM
1265
Dynasty Wealth Management
Florida
$2.14M +$1.03M +14,799 +94%
JWA
1266
JFS Wealth Advisors
Pennsylvania
$2.13M -$118K -1,696 -5%
LWP
1267
LMG Wealth Partners
Louisiana
$2.13M +$16K +230 +0.8%
LWL
1268
Leo Wealth LLC
Texas
$2.13M +$866K +12,420 +69%
MGWM
1269
Marks Group Wealth Management
Minnesota
$2.13M +$205K +2,941 +11%
MG
1270
Marex Group
$2.13M +$147K +2,113 +7%
WIC
1271
Wilkins Investment Counsel
Massachusetts
$2.12M -$15.7K -225 -0.7%
NGA
1272
Naples Global Advisors
Florida
$2.11M +$29.7K +426 +1%
EB
1273
Exchange Bank
California
$2.11M -$14.2K -204 -0.7%
CWS
1274
Confluence Wealth Services
Pennsylvania
$2.11M +$31.9K +458 +2%
WAS
1275
Winch Advisory Services
Wisconsin
$2.1M -$16.5K -237 -0.8%
49 50
51
52 53