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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1751
Whalerock Point Partners
Rhode Island
$315K – – –
FNT
1752
First Nebraska Trust
Nebraska
$314K +$12.2K +24 +4%
SWIM
1753
Smallwood Wealth Investment Management
New Jersey
$314K – – –
SWA
1754
Strategies Wealth Advisors
Michigan
$312K -$1.01K -2 -0.3%
OWP
1755
Obermeyer Wealth Partners
Colorado
$312K +$4.56K +9 +2%
AWAP
1756
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$311K – – –
ETS
1757
ESL Trust Services
New York
$311K – – –
FCCM
1758
First City Capital Management
Georgia
$311K – – –
SCA
1759
Sulzberger Capital Advisors
Florida
$311K – – –
BW
1760
Blalock Williams
Alabama
$311K +$36K +71 +13%
CWMK
1761
Caliber Wealth Management (Kansas)
Kansas
$311K +$304K +600 New
BAM
1762
BOS Asset Management
Illinois
$310K -$18.7K -37 -6%
KFAS
1763
Keating Financial Advisory Services
Kansas
$310K +$19.2K +38 +7%
MFG
1764
Mission Financial Group
Nevada
$308K +$301K +594 New
SWM
1765
SHP Wealth Management
Massachusetts
$306K +$13.7K +27 +5%
RB
1766
Renasant Bank
Mississippi
$305K -$14.7K -29 -5%
WIM
1767
Warwick Investment Management
Texas
$304K +$50.1K +99 +20%
GFWA
1768
Grey Fox Wealth Advisors
Delaware
$304K +$296K +585 New
BFA
1769
Brown Financial Advisors
Ohio
$303K -$7.09K -14 -2%
WG
1770
Welch Group
Alabama
$303K – – –
SF
1771
Sun Financial
Utah
$302K -$58.8K -116 -16%
BFO
1772
Biltmore Family Office
North Carolina
$302K +$3.04K +6 +1%
FOA
1773
Five Oceans Advisors
California
$302K +$8.1K +16 +3%
NWM
1774
Northcape Wealth Management
New York
$301K – – –
SOW
1775
State of Wyoming
Wyoming
$300K +$88.1K +174 +43%
69 70
71
72 73