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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1701
Walter & Keenan Wealth Management
Indiana
$249K +$242K +531 New
LAM
1702
Lingohr Asset Management
Germany
$249K -$2.11M -4,629 -90%
BEAM
1703
Baker Ellis Asset Management
Washington
$249K – – –
4WM
1704
49 Wealth Management
Texas
$248K +$12.3K +27 +5%
MWM
1705
Maltin Wealth Management
New Jersey
$248K – – –
HCMG
1706
Howard Capital Management Group
California
$248K – – –
AWM
1707
Austin Wealth Management
Texas
$247K +$9.59K +21 +4%
JWM
1708
JGP Wealth Management
Oregon
$247K -$19.6K -43 -8%
AWM
1709
Aprio Wealth Management
Georgia
$247K +$16K +35 +7%
ACM
1710
Ascent Capital Management
Oregon
$245K -$2.74K -6 -1%
FFBTD
1711
First Financial Bank - Trust Division
Ohio
$245K +$8.22K +18 +4%
KCPG
1712
Kavar Capital Partners Group
Kansas
$245K – – –
TP
1713
Tranquility Partners
Tennessee
$245K – – –
WA
1714
WPG Advisers
Maryland
$244K -$21.5K -47 -8%
BA
1715
Ballast Advisors
Minnesota
$244K -$36.5K -80 -13%
ABWM
1716
Alpine Bank Wealth Management
Colorado
$244K -$30.1K -66 -11%
FTC
1717
Farmers Trust Company
Ohio
$244K – – –
MWM
1718
Manske Wealth Management
Texas
$244K – – –
FB
1719
Finward Bancorp
Indiana
$243K – – –
RIG
1720
RiverFront Investment Group
Virginia
$243K +$236K +517 New
CWA
1721
Consilio Wealth Advisors
Washington
$243K +$19.2K +42 +9%
CMS
1722
Capital Market Strategies
Florida
$242K – – –
AWM
1723
Aviso Wealth Management
Washington
$241K +$16K +35 +7%
FFA
1724
Fi3 Financial Advisors
Indiana
$241K +$23.7K +52 +11%
PAG
1725
Private Advisory Group
Washington
$240K -$12.8K -28 -5%
67 68
69
70 71