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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1901
Elmwood Wealth Management
California
$243K +$237K +467 New
AA
1902
Auxano Advisors
Washington
$242K – – –
TFP
1903
Tilia Fiduciary Partners
North Carolina
$242K – – –
CA
1904
Carson Advisory
Georgia
$241K +$7.09K +14 +3%
AA
1905
Argent Advisors
Louisiana
$240K – – –
LJAC
1906
L.J. Altfest & Co
New York
$240K +$234K +462 New
ACC
1907
Acorn Creek Capital
Colorado
$240K -$3.54K -7 -1%
ABWM
1908
Alpine Bank Wealth Management
Colorado
$239K +$233K +461 New
AFG
1909
ABLE Financial Group
Arizona
$239K -$25.3K -50 -10%
LWM
1910
Lakeridge Wealth Management
Ohio
$238K +$9.12K +18 +4%
BSB
1911
Bangor Savings Bank
Maine
$237K +$43.1K +85 +23%
PHWM
1912
Pine Harbor Wealth Management
Maryland
$237K – – –
LI
1913
LMCG Investments
Massachusetts
$237K – – –
FWP
1914
Flatrock Wealth Partners
California
$236K -$11.1K -22 -5%
AT
1915
American Trust
Kentucky
$236K -$10.1K -20 -4%
KMWM
1916
Keudell/Morrison Wealth Management
Oregon
$236K +$12.7K +25 +6%
KAM
1917
Knightsbridge Asset Management
California
$236K -$3.04K -6 -1%
DAC
1918
Dutch Asset Corp
New York
$234K +$228K +451 New
MWP
1919
Meridian Wealth Partners
Pennsylvania
$234K +$2.03K +4 +0.9%
MHC
1920
Meyer Handelman Company
New York
$234K – – –
SCA
1921
STALEY CAPITAL ADVISERS
Pennsylvania
$234K – – –
MWP
1922
Madison Wealth Partners
Wisconsin
$233K +$20.8K +41 +10%
EA
1923
Eclectic Associates
California
$233K – – –
SFS
1924
Stiles Financial Services
Minnesota
$233K -$55.7K -110 -20%
KCPG
1925
Kavar Capital Partners Group
Kansas
$232K -$43.6K -86 -16%