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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2651
Tempus Wealth Planning
California
$8.7M +$32.8K +81 +0.4%
LCM
2652
Legato Capital Management
California
$8.69M – – –
KMWM
2653
Keudell/Morrison Wealth Management
Oregon
$8.68M -$98.8K -244 -1%
RWM
2654
RBA Wealth Management
California
$8.67M +$398K +983 +5%
RCWM
2655
Royal Capital Wealth Management
Indiana
$8.67M +$160K +395 +2%
TC
2656
Taika Capital
Florida
$8.67M -$389K -960 -4%
AA
2657
Alta Advisers
United Kingdom
$8.67M +$40.5K +100 +0.5%
WIC
2658
Wilkins Investment Counsel
Massachusetts
$8.66M +$6.3M +15,565 +310%
AIM
2659
Aurora Investment Managers
Florida
$8.66M -$475K -1,174 -5%
WAOTB
2660
Wealth Advisors of Tampa Bay
Florida
$8.63M -$232K -573 -3%
FCT
2661
First Community Trust
Iowa
$8.63M +$454K +1,121 +6%
NPP
2662
New Potomac Partners
Maryland
$8.59M -$280K -691 -3%
HNW
2663
High Note Wealth
Minnesota
$8.59M +$367K +906 +5%
ARC
2664
Advisor Resource Council
Texas
$8.58M -$2.25M -5,565 -20%
CIP
2665
Capital Insight Partners
Arizona
$8.58M +$81K +200 +1%
BMA
2666
Brooks Moore & Associates
Tennessee
$8.57M -$48.6K -120 -0.6%
BHBT
2667
Burke & Herbert Bank & Trust
Virginia
$8.56M -$1.17M -2,896 -12%
TF
2668
Trek Financial
Arizona
$8.56M +$143K +353 +2%
CGA
2669
Crescent Grove Advisors
Illinois
$8.56M +$389K +962 +5%
CFP
2670
Cascade Financial Partners
California
$8.55M +$8.21M +20,273 New
AWC
2671
Abundance Wealth Counselors
Pennsylvania
$8.55M -$178K -440 -2%
WE
2672
Wealth Effects
Massachusetts
$8.53M -$213K -525 -3%
SNBOSD
2673
Security National Bank of So Dak
Iowa
$8.5M -$147K -362 -2%
IP
2674
Intellectus Partners
California
$8.5M -$287K -709 -3%
GCIM
2675
Gunn & Company Investment Management
Florida
$8.5M -$88.8M -219,461 -92%
105 106
107
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