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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1301
Weatherly Asset Management
California
$332K -$15.4K -179 -4%
GLLW
1302
Graves Light Lenhart Wealth
Virginia
$332K – – –
RWM
1303
Revisor Wealth Management
Ohio
$330K +$773 +9 +0.2%
OWP
1304
Obermeyer Wealth Partners
Colorado
$330K -$23K -268 -6%
ZIG
1305
Zullo Investment Group
Pennsylvania
$329K +$18.5K +216 +5%
WAS
1306
Winch Advisory Services
Wisconsin
$329K -$3.95K -46 -1%
GIA
1307
GHP Investment Advisors
Colorado
$329K -$51K -594 -12%
MME
1308
Meag Munich Ergo
Germany
$328K +$155K +1,802 +75%
Members Trust
1309
Members Trust
Florida
$328K +$361K +4,206 New
GSEP
1310
Golden State Equity Partners
California
$327K +$42K +489 +13%
IF
1311
Insight Folios
North Carolina
$327K -$15.4K -179 -4%
MMG
1312
Monetary Management Group
Missouri
$325K -$38.6K -449 -10%
QPWM
1313
Quadrant Private Wealth Management
Pennsylvania
$325K -$2.15K -25 -0.6%
JCM
1314
J2 Capital Management
Michigan
$324K -$7.38K -86 -2%
LOIP
1315
Live Oak Investment Partners
Texas
$324K – – –
BPWM
1316
Badgley Phelps Wealth Managers
Washington
$323K -$183K -2,137 -34%
AWA
1317
Aaron Wealth Advisors
Illinois
$323K +$41.1K +479 +13%
CW
1318
CreativeOne Wealth
Kansas
$323K -$236K -2,747 -40%
PMG
1319
ProVise Management Group
Florida
$321K +$82.3K +959 +31%
NERM
1320
New England Research & Management
Illinois
$320K – – –
CGL
1321
Clarius Group LLC
Washington
$320K +$131K +1,521 +59%
CSPAM
1322
Cary Street Partners Asset Management
Virginia
$319K -$28.8K -335 -8%
FIA
1323
Foundations Investment Advisors
Arizona
$319K +$7.81K +91 +2%
SFO
1324
Stokes Family Office
Louisiana
$319K +$131K +1,520 +60%
HWMG
1325
Hurlow Wealth Management Group
Indiana
$318K -$2.66K -31 -0.8%