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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2426
Cypress Wealth Services
California
$663K +$6.53K +12 +1%
PPA
2427
Painted Porch Advisors
California
$662K +$2.72K +5 +0.4%
DPI
2428
Diversified Portfolios Inc
Michigan
$660K – – –
WCA
2429
Westover Capital Advisors
Delaware
$660K +$29.9K +55 +5%
EB
2430
Exchange Bank
California
$659K -$20.1K -37 -3%
RB
2431
Renasant Bank
Mississippi
$657K -$469K -862 -42%
VAG
2432
VisionPoint Advisory Group
Texas
$654K -$987K -1,813 -60%
WPW
2433
Warther Private Wealth
Ohio
$654K +$1.09K +2 +0.2%
CWP
2434
Core Wealth Partners
California
$653K +$124K +228 +24%
NA
2435
Nottingham Advisors
New York
$652K -$708K -1,300 -52%
CYG
2436
Clean Yield Group
Vermont
$651K – – –
BDL
2437
Banque de Luxembourg
Luxembourg
$650K -$174K -320 -21%
WSWA
2438
Warren Street Wealth Advisors
California
$650K +$40.3K +74 +7%
SBWIC
2439
Schaper Benz & Wise Investment Counsel
Wisconsin
$648K +$1.63K +3 +0.3%
FFC
2440
Frederick Financial Consultants
Maryland
$647K +$102K +187 +19%
JHCP
2441
Jackson Hole Capital Partners
Oklahoma
$646K -$9.8K -18 -2%
KMWM
2442
Keudell/Morrison Wealth Management
Oregon
$644K -$544 -1 -0.1%
AAM
2443
Aureus Asset Management
Massachusetts
$644K – – –
GL
2444
Gerber LLC
Ohio
$644K – – –
GWM
2445
GDS Wealth Management
Texas
$642K +$222K +407 +53%
MCM
2446
Mainstream Capital Management
California
$639K -$7.08K -13 -1%
SC
2447
Skylands Capital
Wisconsin
$639K -$5.44K -10 -0.9%
GSWM
2448
Golden State Wealth Management
California
$635K +$15.2K +28 +2%
EL
2449
EWA LLC
Pennsylvania
$635K +$70.2K +129 +13%
CIS
2450
Continental Investors Services
Washington
$633K +$56.1K +103 +10%
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