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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2751
Legacy Bridge
Iowa
$269K – – –
QPWM
2752
Quadrant Private Wealth Management
Pennsylvania
$269K +$26K +56 +11%
BWA
2753
Bordeaux Wealth Advisors
California
$269K +$253K +544 New
AF
2754
Apollon Financial
South Carolina
$269K – – –
MHC
2755
Meyer Handelman Company
New York
$268K -$7.91K -17 -3%
KC
2756
Kingfisher Capital
North Carolina
$267K +$21.9K +47 +9%
WBG
2757
Wharton Business Group
Pennsylvania
$267K -$11.2K -24 -4%
JTWM
2758
Jackson Thornton Wealth Management
Alabama
$267K -$1.4K -3 -0.6%
FTA
2759
Financial & Tax Architects
Missouri
$266K – – –
IAG
2760
Investmark Advisory Group
Connecticut
$266K – – –
CPIA
2761
Cornell Pochily Investment Advisors
New York
$265K – – –
BL
2762
Balentine LLC
Georgia
$264K +$249K +535 New
MIM
2763
Marco Investment Management
Georgia
$264K -$12.6K -27 -5%
LL
2764
LPWM LLC
Minnesota
$263K – – –
ES
2765
Eagle Strategies
New York
$263K +$10.7K +23 +5%
RB
2766
Rodgers Brothers
Pennsylvania
$263K – – –
TFA
2767
Trinity Financial Advisors
Ohio
$263K – – –
FAT
2768
First American Trust
California
$262K +$2.33K +5 +1%
1WM
2769
1900 Wealth Management
Texas
$261K +$465 +1 +0.2%
WP
2770
WealthShield Partners
North Carolina
$260K +$245K +527 New
DDPIC
2771
Deroy & Devereaux Private Investment Counsel
Michigan
$260K -$326K -700 -57%
VR
2772
Valued Retirements
Texas
$259K – – –
AW
2773
Apricus Wealth
South Carolina
$259K – – –
LI
2774
Lafayette Investments
Maryland
$259K +$10.2K +22 +4%
EWA
2775
Etesian Wealth Advisors
Oregon
$259K +$244K +524 New
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