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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1626
WESPAC Advisors SoCal
California
$17M +$156K +517 +0.9%
MSS
1627
Mitchell Sinkler & Starr
Pennsylvania
$17M -$48.1K -160 -0.3%
ERWM
1628
Elk River Wealth Management
Colorado
$17M +$765K +2,544 +5%
MSAM
1629
Moloney Securities Asset Management
Missouri
$17M -$799K -2,655 -5%
MBT
1630
Montecito Bank & Trust
California
$17M -$313K -1,040 -2%
YWP
1631
YorkBridge Wealth Partners
New York
$17M +$165K +549 +1%
SWM
1632
Stockman Wealth Management
Montana
$17M +$20.8K +69 +0.1%
MG
1633
Mather Group
Illinois
$17M +$6.56M +21,799 +66%
SMG
1634
Spectrum Management Group
Indiana
$16.9M -$1.8M -5,967 -10%
FFN
1635
Focus Financial Network
Minnesota
$16.9M -$4.2M -13,949 -20%
WCF
1636
West Coast Financial
California
$16.9M +$42.1K +140 +0.3%
MSFP
1637
Mark Sheptoff Financial Planning
Connecticut
$16.9M -$899K -2,987 -5%
SB
1638
Strategic Blueprint
Georgia
$16.8M +$776K +2,579 +5%
GL
1639
Graypoint LLC
New York
$16.8M +$4.54M +15,107 +38%
AR
1640
Advisory Research
Illinois
$16.8M +$4.33M +14,399 +36%
HRC
1641
Hoertkorn Richard Charles
$16.8M -$533K -1,770 -3%
HW
1642
Hedeker Wealth
Illinois
$16.8M +$128K +425 +0.8%
FHA
1643
Flagship Harbor Advisors
Massachusetts
$16.8M +$132K +440 +0.8%
TCBWMS
1644
Texas Capital Bank Wealth Management Services
Texas
$16.7M +$1.2M +3,975 +8%
ZIG
1645
Zuckerman Investment Group
Illinois
$16.7M +$7.52K +25 +0%
HIM
1646
Hotaling Investment Management
Pennsylvania
$16.7M +$108K +360 +0.7%
GJCM
1647
Grand Jean Capital Management
California
$16.7M -$120K -400 -0.7%
LPT
1648
Legacy Private Trust
Wisconsin
$16.7M +$2.4M +7,964 +17%
SCP
1649
Seizert Capital Partners
Michigan
$16.7M -$1.68M -5,592 -9%
VA
1650
Valmark Advisers
Ohio
$16.7M +$1.29M +4,287 +9%
64 65
66
67 68