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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2826
Waters Parkerson & Co
Louisiana
$370K -$57.4K -100 -13%
XC
2827
XY Capital
Hong Kong
$369K +$373K +649 New
IIA
2828
Integral Investment Advisors
California
$368K +$20.1K +35 +6%
OPPS
2829
Obsidian Personal Planning Solutions
Maryland
$368K -$10.3K -18 -3%
SPI
2830
Sutton Place Investors
New York
$367K -$2.3K -4 -0.6%
WCP
2831
Wealthcare Capital Partners
Pennsylvania
$367K +$3.45K +6 +0.9%
AWM
2832
Accel Wealth Management
Iowa
$366K -$9.19K -16 -2%
TS
2833
Tamar Securities
California
$366K -$28.1K -49 -7%
MPI
2834
Mairs & Power Inc
Minnesota
$366K -$241K -420 -39%
UBV
2835
United Bank (Virginia)
Virginia
$366K -$86.1K -150 -19%
BZWA
2836
Blue Zone Wealth Advisors
California
$366K +$87.3K +152 +31%
MW
2837
Members Wealth
Pennsylvania
$365K +$366K +637 New
HPBT
2838
Hickory Point Bank & Trust
Illinois
$365K – – –
CAGAS
2839
Capital Advisory Group Advisory Services
Minnesota
$365K +$4.59K +8 +1%
NC
2840
NewSquare Capital
Pennsylvania
$365K +$84.4K +147 +30%
BM
2841
Berman McAleer
Maryland
$365K +$369K +642 New
WB
2842
West Bancorporation
Iowa
$363K -$1.72K -3 -0.5%
SIC
2843
Sage Investment Counsel
Tennessee
$361K – – –
MSFP
2844
Mark Sheptoff Financial Planning
Connecticut
$361K – – –
MWP
2845
Meridian Wealth Partners
Pennsylvania
$360K -$21.2K -37 -6%
CA
2846
Calton & Associates
Florida
$359K +$88.4K +154 +32%
WIC
2847
WealthBridge Investment Counsel
Alberta, Canada
$359K – – –
HDIM
2848
Hanson & Doremus Investment Management
Vermont
$359K +$2.3K +4 +0.6%
FFG
2849
Frisch Financial Group
New York
$359K +$574 +1 +0.2%
LWP
2850
LeClair Wealth Partners
Ohio
$358K -$2.87K -5 -0.8%
112 113
114
115 116