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Linde
LIN

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
851
Beaton Management Company
Massachusetts
$550K – – –
SFO
852
Stokes Family Office
Louisiana
$544K -$48.9K -161 -8%
BMC
853
Benin Management Corp
Connecticut
$543K – – –
OWM
854
OneAscent Wealth Management
Alabama
$542K +$562K +1,849 New
BIP
855
Blueprint Investment Partners
North Carolina
$541K +$561K +1,845 New
TA
856
TFG Advisers
Michigan
$528K +$12.5K +41 +2%
HPWM
857
Highland Private Wealth Management
Washington
$527K +$47.7K +157 +10%
WMA
858
Wealth Management Associates
New Jersey
$526K – – –
DMBA
859
Deseret Mutual Benefit Administrators
Utah
$524K -$137K -451 -20%
CWM
860
Chesapeake Wealth Management
Virginia
$523K -$22.8K -75 -4%
BBA
861
BLB&B Advisors
Pennsylvania
$520K +$264K +869 +96%
SC
862
Savant Capital
Illinois
$519K -$8.21K -27 -2%
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$519K -$2.74K -9 -0.5%
PG
864
Proffitt & Goodson
Tennessee
$511K -$3.65K -12 -0.7%
ANTB
865
AMG National Trust Bank
Colorado
$510K +$142K +467 +37%
BCAM
866
Boston Common Asset Management
Massachusetts
$503K -$912 -3 -0.2%
PBO
867
Peoples Bank (Ohio)
Ohio
$502K – – –
AP
868
Appleton Partners
Massachusetts
$500K -$14.3K -47 -3%
LWAC
869
Laurel Wealth Advisors (California)
California
$499K -$173K -569 -25%
AIC
870
Archer Investment Corporation
Indiana
$499K – – –
OFS
871
OneAscent Financial Services
Alabama
$498K +$516K +1,698 New
ECM
872
Evergreen Capital Management
Washington
$497K +$21.6K +71 +4%
PP
873
Paloma Partners
Connecticut
$493K -$1.6M -5,267 -76%
CCA
874
Childress Capital Advisors
Texas
$491K +$135K +444 +36%
RCAG
875
Rehmann Capital Advisory Group
Michigan
$489K +$129K +424 +34%
33 34
35
36 37