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LH

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
901
Wellington Group
Indiana
$20.6K +$21.8K +82 New
BCPWM
902
Bradley & Co Private Wealth Management
Florida
$20.1K – – –
RAM
903
Reflection Asset Management
South Carolina
$20.1K +$21.2K +80 New
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
$19.6K -$5.05K -19 -20%
WOSD
905
WFA of San Diego
California
$19.3K – – –
EW
906
Elyxium Wealth
California
$18.6K +$19.7K +74 New
VWM
907
Valley Wealth Managers
New Jersey
$18.1K +$19.1K +72 New
MA
908
Montag & Associates
Georgia
$17.3K +$15.4K +58 +527%
FAMI
909
Fideuram Asset Management (Ireland)
$17.1K +$19.4K +73 New
MCM
910
MV Capital Management
Maryland
$17.1K -$1.06K -4 -6%
WTC
911
WhitTier Trust Company
Nevada
$16.9K – – –
SWP
912
Strategic Wealth Partners
Ohio
$16.6K -$10.6K -40 -38%
JWA
913
JFS Wealth Advisors
Pennsylvania
$16.3K +$4.51K +17 +35%
DWM
914
Darwin Wealth Management
Florida
$16.3K – – –
CPG
915
Cornerstone Planning Group
New Jersey
$16.1K -$266 -1 -2%
OAJ
916
Ogorek Anthony Joseph
New York
$16K -$5.31K -20 -24%
CT
917
Coastline Trust
Rhode Island
$15.1K – – –
CHC
918
City Holding Co
West Virginia
$15.1K +$15.9K +60 New
MWA
919
Medallion Wealth Advisors
Connecticut
$13.8K – – –
BFPW
920
BOK Financial Private Wealth
Colorado
$13.3K +$4.25K +16 +43%
OSNBOA
921
Old Second National Bank of Aurora
Illinois
$12.5K – – –
SL
922
Salomon & Ludwin
Virginia
$12.2K +$8.76K +33 +220%
CFO
923
CVA Family Office
Colorado
$12K -$3.98K -15 -24%
WIM
924
Westside Investment Management
California
$11.8K – – –
PWMG
925
Private Wealth Management Group
New Jersey
$11.8K -$266 -1 -2%
35 36
37
38 39