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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2251
ADE LLC
Maryland
$313K – – –
FUBT
2252
First United Bank & Trust
Maryland
$313K +$835 +15 +0.3%
AAP
2253
Arax Advisory Partners
Colorado
$312K +$3.9K +70 +1%
TIM
2254
Total Investment Management
Arizona
$312K +$40K +719 +16%
AIM
2255
Axiom Investment Management
New York
$309K -$13.8K -248 -5%
D
2256
Diversified
Delaware
$309K – – –
WTFG
2257
Wells Trecaso Financial Group
Ohio
$309K +$18K +324 +7%
SCM
2258
Silvant Capital Management
Georgia
$308K – – –
HHGA
2259
Halbert Hargrove Global Advisors
California
$307K -$22.3K -401 -7%
FW
2260
FirstPurpose Wealth
Utah
$307K +$289K +5,188 New
LCM
2261
Liberty Capital Management
Michigan
$306K – – –
GAM
2262
Garrison Asset Management
Arkansas
$305K -$2.17K -39 -0.8%
CFG
2263
CMC Financial Group
Georgia
$304K – – –
IF
2264
Insight Folios
North Carolina
$304K +$14.3K +257 +5%
EA
2265
Echo45 Advisors
California
$304K +$286K +5,128 New
OCM
2266
Objective Capital Management
Ohio
$304K +$286K +5,138 New
AF
2267
Apexium Financial
Texas
$303K +$2.56K +46 +0.9%
SFS
2268
Strategic Financial Services
New York
$303K +$6.91K +124 +2%
PK
2269
Pflug Koory
Nebraska
$302K – – –
6F
2270
626 Financial
Michigan
$302K +$284K +5,095 New
AMCA
2271
Arthur M. Cohen & Associates
Illinois
$301K -$20.6K -370 -7%
HC
2272
Hamilton Capital
Ohio
$301K -$15.2K -273 -5%
SIM
2273
Studio Investment Management
Illinois
$301K +$31K +557 +12%
DWM
2274
Darwin Wealth Management
Florida
$300K -$58.7K -1,054 -18%
TWA
2275
TCI Wealth Advisors
Arizona
$300K +$9.8K +176 +4%
89 90
91
92 93