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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
Sugarloaf Wealth Management
Georgia
$229K +$49.3K +108 +29%
ACA
1627
Anchor Capital Advisors
Massachusetts
$229K – – –
FFBTD
1628
First Financial Bank - Trust Division
Ohio
$228K +$5.02K +11 +2%
AFS
1629
Axiom Financial Strategies
Indiana
$228K +$218K +478 New
TWA
1630
TCI Wealth Advisors
Arizona
$227K +$218K +477 New
AC
1631
Addison Capital
Pennsylvania
$227K – – –
EA
1632
Eclectic Associates
California
$227K – – –
FWTB
1633
First Western Trust Bank
Colorado
$227K – – –
LAM
1634
Lountzis Asset Management
Pennsylvania
$227K – – –
XWM
1635
Xcel Wealth Management
Florida
$226K – – –
MWP
1636
Meridian Wealth Partners
Pennsylvania
$225K -$4.56K -10 -2%
BSTWA
1637
Blake Schutter Theil Wealth Advisors
Ohio
$225K +$215K +472 New
SCP
1638
Shorepoint Capital Partners
Massachusetts
$225K +$215K +471 New
EB
1639
Exchange Bank
California
$224K – – –
QWM
1640
Quadcap Wealth Management
Texas
$224K -$5.02K -11 -2%
SF
1641
Symphony Financial
Texas
$223K +$456 +1 +0.2%
LAS
1642
Lloyd Advisory Services
Georgia
$222K – – –
PWM
1643
PBMares Wealth Management
Virginia
$222K – – –
AC
1644
Allstate Corporation
Illinois
$222K -$506K -1,110 -70%
LP
1645
LGL Partners
Pennsylvania
$221K +$212K +464 New
SS
1646
Sunbelt Securities
Texas
$221K +$21.4K +47 +11%
PHWM
1647
Pine Harbor Wealth Management
Maryland
$221K -$456 -1 -0.2%
IUHSA
1648
Itau Unibanco Holding S.A.
Brazil
$220K +$105K +231 +100%
CWA
1649
CM Wealth Advisors
Ohio
$220K +$211K +462 New
JWM
1650
JGP Wealth Management
Oregon
$220K +$211K +462 New
64 65
66
67 68