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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
3201
Regimen Wealth
Georgia
$280K +$559 +1 +0.2%
MSR
3202
Main Street Research
Connecticut
$280K -$57.6K -103 -17%
ORC
3203
O'Rourke & Company
Massachusetts
$280K +$25.7K +46 +10%
WPA
3204
West Paces Advisors
Georgia
$280K +$18.4K +33 +7%
TBNY
3205
Trustco Bank (New York)
New York
$280K – – –
ITB
3206
Idaho Trust Bank
Idaho
$280K -$22.9K -41 -8%
NAMP
3207
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$279K – – –
MCP
3208
Mirador Capital Partners
California
$278K +$4.47K +8 +2%
BAWM
3209
Bennett Associates Wealth Management
Pennsylvania
$278K +$272K +487 New
CIA
3210
CCM Investment Advisers
South Carolina
$278K +$15.7K +28 +6%
SF
3211
SeedSafe Financial
Texas
$277K +$272K +486 New
RWA
3212
Rooted Wealth Advisors
Illinois
$277K +$3.91K +7 +1%
GF
3213
GGM Financials
Ohio
$277K – – –
PP
3214
Postrock Partners
Oregon
$276K – – –
BWM
3215
Braeburn Wealth Management
Michigan
$276K +$271K +484 New
HSG
3216
Helen Stephens Group
Texas
$276K +$270K +483 New
TL
3217
Tradewinds LLC
North Carolina
$276K – – –
PPC
3218
Park Place Capital
Alabama
$275K +$11.2K +20 +4%
PWP
3219
Precedent Wealth Partners
Texas
$275K +$14.5K +26 +6%
FPGK
3220
Financial Partners Group (Kansas)
Kansas
$274K +$3.35K +6 +1%
FZCM
3221
Flynn Zito Capital Management
New York
$274K – – –
OA
3222
Operose Advisors
Wisconsin
$274K +$4.47K +8 +2%
TNB
3223
Thomasville National Bank
Georgia
$273K +$10.6K +19 +4%
WMA
3224
William Mack & Associates
Michigan
$273K -$9.5K -17 -3%
SEP
3225
Signature Equity Partners
Ohio
$272K +$267K +477 New
127 128
129
130 131