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Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1251
Beach Investment Counsel
Pennsylvania
$513K – – –
WMA
1252
Wealth Management Associates
New Jersey
$513K -$35.5K -82 -7%
OA
1253
Oracle Alpha
Ontario, Canada
$512K -$10.8K -25 -2%
BEI
1254
Benjamin Edwards Inc
Missouri
$512K +$121K +279 +34%
CAG
1255
Crestwood Advisors Group
Massachusetts
$512K +$70.1K +162 +17%
CSIC
1256
Clifford Swan Investment Counsel
California
$510K -$7.79K -18 -2%
IC
1257
Inscription Capital
Texas
$509K +$93.1K +215 +24%
PL
1258
Plancorp LLC
Missouri
$508K +$31.2K +72 +7%
MCCP
1259
Mission Creek Capital Partners
California
$508K -$8.66K -20 -2%
MWA
1260
Midland Wealth Advisors
Illinois
$508K -$100K -231 -17%
CA
1261
Cullinan Associates
Kentucky
$506K -$3.1M -7,155 -87%
LTAS
1262
Linden Thomas Advisory Services
North Carolina
$505K +$45K +104 +11%
VC
1263
Vicus Capital
Pennsylvania
$504K +$470K +1,086 New
PWAM
1264
Pinnacle West Asset Management
Wyoming
$503K – – –
IFWM
1265
Institute for Wealth Management
Colorado
$502K +$41.1K +95 +10%
TIA
1266
Tiemann Investment Advisors
California
$502K -$19.5K -45 -4%
IFAM
1267
Institutional & Family Asset Management
Colorado
$500K – – –
SCI
1268
Silver Coast Investments
United States
$500K +$64.1K +148 +16%
SOW
1269
State of Wyoming
Wyoming
$498K +$423K +977 +1,018%
AIIMS
1270
Analyst IMS Investment Management Services
Israel
$497K – – –
KFGK
1271
Keystone Financial Group (Kentucky)
Kentucky
$496K – – –
SI
1272
Seeds Investor
New York
$492K +$232K +536 +102%
TFA
1273
Teamwork Financial Advisors
Texas
$492K -$392K -906 -46%
VCA
1274
Verdence Capital Advisors
Maryland
$491K -$13K -30 -3%
GWANC
1275
Guardian Wealth Advisors (North Carolina)
North Carolina
$491K +$40.3K +93 +10%
49 50
51
52 53