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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2076
Modera Wealth Management
New Jersey
$242K -$14.8K -102 -5%
BW
2077
Biegel & Waller
Maryland
$241K +$15.2K +105 +6%
NCM
2078
Nelson Capital Management
California
$241K +$18K +124 +7%
B
2079
Bridgeworth
Alabama
$241K +$26.1K +180 +10%
BFPW
2080
BOK Financial Private Wealth
Colorado
$241K +$266K +1,837 New
UBG
2081
United Bank (Georgia)
Georgia
$240K -$45.1K -311 -15%
AWA
2082
Acorn Wealth Advisors
Michigan
$240K – – –
CAI
2083
Capital Advisors Inc
Oklahoma
$240K +$20K +138 +8%
MBTD
2084
Mechanics Bank - Trust Department
California
$239K -$119K -820 -31%
CA
2085
Crewe Advisors
Utah
$239K -$72.3K -499 -21%
OPCM
2086
Osborne Partners Capital Management
California
$239K -$66.6K -460 -20%
FC
2087
Financial Consulate
Maryland
$237K -$32.6K -225 -11%
CCM
2088
Carlson Capital Management
Minnesota
$236K -$35.5K -245 -12%
CBTWT
2089
Community Bank & Trust (Waco, Texas)
Texas
$236K -$16.5K -114 -6%
DCM
2090
Donaldson Capital Management
Indiana
$236K +$13.5K +93 +5%
RCM
2091
Rings Capital Management
Illinois
$236K +$261K +1,800 New
UFM
2092
Ursa Fund Management
California
$236K +$261K +1,800 New
PFO
2093
Pathstone Family Office
New Jersey
$235K +$145K +999 +125%
GC
2094
Gilbert & Cook
Iowa
$235K +$259K +1,789 New
SCA
2095
Stillwater Capital Advisors
Pennsylvania
$234K -$3.77K -26 -1%
FNBOSM
2096
First National Bank of South Miami
Florida
$234K +$203K +1,403 New
NWS
2097
Newport Wealth Strategies
California
$232K -$21.7K -150 -8%
LIA
2098
LBMC Investment Advisors
Tennessee
$230K -$105K -724 -29%
AA
2099
Advisory Alpha
Michigan
$230K +$201K +1,390 New
FAG
2100
Financial Advisory Group
Texas
$229K – – –
82 83
84
85 86