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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2226
Stonebrook Private
Michigan
$839K -$43.4K -87 -5%
CWA
2227
Canvas Wealth Advisors
Kansas
$839K -$14.5K -29 -2%
XF
2228
XML Financial
Maryland
$837K +$48.4K +97 +6%
PWM
2229
Pines Wealth Management
North Carolina
$836K -$38.4K -77 -5%
AA
2230
Auxano Advisors
Washington
$835K -$26.9K -54 -3%
GRR
2231
Golden Reserve Retirement
Ohio
$835K +$409K +821 +102%
TFP
2232
Tilia Fiduciary Partners
North Carolina
$833K +$15.5K +31 +2%
GDP
2233
Great Diamond Partners
Maine
$833K -$55.3K -111 -6%
FMC
2234
First Merchants Corp
Indiana
$833K -$157K -315 -16%
WI
2235
Wedgewood Investors
Pennsylvania
$832K – – –
BIA
2236
Bigelow Investment Advisors
Maine
$830K -$30.9K -62 -4%
BWM
2237
Baron Wealth Management
Michigan
$828K +$126K +253 +19%
AFM
2238
Aspetuck Financial Management
Connecticut
$827K +$51.9K +104 +7%
FIB
2239
First Interstate Bank
Montana
$827K +$235K +471 +41%
CAM
2240
Costello Asset Management
Pennsylvania
$824K -$65.8K -132 -8%
PSC
2241
Prentiss Smith & Co
Vermont
$824K – – –
1M
2242
1248 Management
Missouri
$824K +$543K +1,089 +211%
LSIA
2243
LaSalle St. Investment Advisors
Illinois
$823K +$15.5K +31 +2%
PPWM
2244
Paragon Private Wealth Management
Kentucky
$821K +$24.9K +50 +3%
PFG
2245
Prosperity Financial Group
California
$819K -$66.3K -133 -8%
XSC
2246
X-Square Capital
Puerto Rico
$819K -$19.9K -40 -2%
BBP
2247
Banco BTG Pactual
Brazil
$817K +$316K +633 +66%
BAM
2248
Belleair Asset Management
Florida
$815K – – –
GPA
2249
Guerra Pan Advisors
New Jersey
$814K – – –
BMC
2250
Beaton Management Company
Massachusetts
$813K – – –
88 89
90
91 92