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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1126
Landaas & Company
Wisconsin
$250K – – –
LP
1127
LGL Partners
Pennsylvania
$250K +$266K +927 New
AP
1128
Atwood & Palmer
Missouri
$249K -$12.1K -42 -4%
MWM
1129
Meridian Wealth Management
Kentucky
$248K +$2.01K +7 +0.8%
1WA
1130
180 Wealth Advisors
Washington
$247K -$119K -416 -31%
GP
1131
Girard Partners
Pennsylvania
$247K -$46.5K -162 -15%
MIA
1132
MainStreet Investment Advisors
Illinois
$247K -$862 -3 -0.3%
MTC
1133
McDaniel Terry & Co
Texas
$246K – – –
BBW
1134
Blue Barn Wealth
Utah
$245K +$31.3K +109 +14%
CWM
1135
C2C Wealth Management
Arizona
$243K -$76.1K -265 -24%
WB
1136
Webster Bank
Connecticut
$243K – – –
AFS
1137
Axiom Financial Strategies
Indiana
$243K +$14.4K +50 +6%
RPWA
1138
Regent Peak Wealth Advisors
Georgia
$242K -$31.6K -110 -11%
W
1139
Wealthquest
Ohio
$242K – – –
PA
1140
Procyon Advisors
Connecticut
$241K -$26.4K -92 -9%
BEAM
1141
Baker Ellis Asset Management
Washington
$241K – – –
PWM
1142
Prentice Wealth Management
New York
$240K +$26.7K +93 +12%
ST
1143
Sabal Trust
Florida
$239K +$5.74K +20 +2%
HFBOT
1144
Home Federal Bank of Tennessee
Tennessee
$237K – – –
RDWM
1145
Red Door Wealth Management
Tennessee
$237K +$6.89K +24 +3%
MSAM
1146
Moloney Securities Asset Management
Missouri
$237K +$11.5K +40 +5%
CM
1147
Capula Management
Cayman Islands
$237K +$253K +880 New
PPWM
1148
PFG Private Wealth Management
Florida
$236K +$8.33K +29 +3%
CDH
1149
Charles D. Hyman
$235K – – –
BBA
1150
BLB&B Advisors
Pennsylvania
$233K -$81.3K -283 -25%
44 45
46
47 48