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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1601
Lountzis Asset Management
Pennsylvania
$208K – – –
FWTB
1602
First Western Trust Bank
Colorado
$208K +$440 +1 +0.2%
OPPS
1603
Obsidian Personal Planning Solutions
Maryland
$208K – – –
XWM
1604
Xcel Wealth Management
Florida
$208K – – –
SPWM
1605
Schrum Private Wealth Management
Florida
$207K – – –
EB
1606
Exchange Bank
California
$206K -$3.96K -9 -2%
3IP
1607
3Chopt Investment Partners
Virginia
$205K +$206K +468 New
FFBTD
1608
First Financial Bank - Trust Division
Ohio
$205K -$5.28K -12 -3%
HH
1609
Hilltop Holdings
Texas
$205K -$15.4K -35 -7%
TFP
1610
Tilia Fiduciary Partners
North Carolina
$205K – – –
SF
1611
Symphony Financial
Texas
$205K -$7.04K -16 -3%
LAS
1612
Lloyd Advisory Services
Georgia
$205K +$205K +466 New
PWM
1613
PBMares Wealth Management
Virginia
$204K +$2.64K +6 +1%
DWM
1614
Dogwood Wealth Management
Kansas
$204K +$102K +231 +99%
PHWM
1615
Pine Harbor Wealth Management
Maryland
$203K – – –
1WM
1616
1858 Wealth Management
Ohio
$202K -$22K -50 -10%
BCMLT
1617
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K +$13.2K +30 +7%
GWM
1618
GSB Wealth Management
Connecticut
$201K – – –
ML
1619
Mayport LLC
Massachusetts
$201K – – –
GFA
1620
Gallagher Fiduciary Advisors
Illinois
$201K +$201K +457 New
WTA
1621
Washington Trust Advisors
Massachusetts
$201K -$44K -100 -18%
CAL
1622
Capital Advisors Ltd
Ohio
$195K +$10.6K +24 +6%
OWA
1623
Opal Wealth Advisors
New York
$195K -$12.3K -28 -6%
LI
1624
LRI Investments
Florida
$192K +$36.1K +82 +23%
IGWM
1625
ICA Group Wealth Management
Colorado
$189K -$221K -503 -54%
63 64
65
66 67