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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2326
MBE Wealth Management
Wisconsin
$563K -$3.2K -7 -0.6%
SPIO
2327
Seven Post Investment Office
California
$561K – – –
ACM
2328
Absolute Capital Management
Pennsylvania
$561K +$532K +1,164 New
HFM
2329
Hartford Financial Management
Connecticut
$560K – – –
KMWM
2330
Keudell/Morrison Wealth Management
Oregon
$559K -$14.2K -31 -3%
FWA
2331
FSM Wealth Advisors
Ohio
$559K +$13.3K +29 +3%
ICP
2332
Interchange Capital Partners
Pennsylvania
$557K -$2.29K -5 -0.4%
RVPG
2333
Relative Value Partners Group
$555K -$16K -35 -3%
BSSFA
2334
Baron Silver Stevens Financial Advisors
Florida
$551K +$123K +270 +31%
BCM
2335
Becker Capital Management
Oregon
$549K – – –
SBWIC
2336
Schaper Benz & Wise Investment Counsel
Wisconsin
$547K +$46.2K +101 +10%
RRCM
2337
Rappaport Reiches Capital Management
Illinois
$545K +$41.1K +90 +9%
KFI
2338
Key Financial Inc
Pennsylvania
$544K -$68.6K -150 -12%
HCM
2339
Horiko Capital Management
New York
$544K – – –
HCM
2340
Hodges Capital Management
Texas
$544K – – –
BWAM
2341
Boyd Watterson Asset Management
Ohio
$544K -$72.2K -158 -12%
ACM
2342
Avalon Capital Management
California
$543K – – –
AAS
2343
Annex Advisory Services
Wisconsin
$542K +$155K +338 +43%
LGA
2344
Lebenthal Global Advisors
New York
$542K +$62.2K +136 +14%
DA
2345
DCM Advisors
New York
$540K +$4.11K +9 +0.8%
WFA
2346
Wellspring Financial Advisors
Ohio
$540K +$62.2K +136 +14%
FAG
2347
Fortitude Advisory Group
Washington
$539K -$84.6K -185 -14%
WCWM
2348
Willow Creek Wealth Management
California
$537K +$8.69K +19 +2%
RW
2349
REDW Wealth
New Mexico
$536K – – –
PA
2350
PFW Advisors
Georgia
$534K +$3.2K +7 +0.6%
92 93
94
95 96