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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1326
Birchcreek Wealth Management
Ohio
$274K +$210K +2,320 New
WWM
1327
Western Wealth Management
Colorado
$273K +$210K +2,320 New
RBC
1328
Romano Brothers & Co
Illinois
$273K -$6.79K -75 -3%
HWAM
1329
Hennion & Walsh Asset Management
New Jersey
$273K +$210K +2,315 New
SW
1330
SteelPeak Wealth
California
$272K -$2.26K -25 -1%
SLT
1331
St Louis Trust
Missouri
$271K +$208K +2,296 New
SIM
1332
SSI Investment Management
California
$268K +$205K +2,270 New
RA
1333
Rise Advisors
New York
$267K +$75.3K +832 +58%
QWP
1334
Quotient Wealth Partners
Texas
$266K +$205K +2,260 New
DMBA
1335
Deseret Mutual Benefit Administrators
Utah
$265K – – –
HTC
1336
Haverford Trust Company
Pennsylvania
$264K +$203K +2,241 New
LFA
1337
Legacy Financial Advisors
Kentucky
$264K +$203K +2,239 New
NCM
1338
Novare Capital Management
North Carolina
$263K +$202K +2,235 New
JCM
1339
Jacobsen Capital Management
Utah
$262K +$201K +2,222 New
BCP
1340
Blackhawk Capital Partners
Wisconsin
$262K -$178K -1,962 -47%
SP
1341
Stonebrook Private
Michigan
$260K +$200K +2,208 New
SCA
1342
Stonebridge Capital Advisors
Minnesota
$260K -$41.2K -455 -17%
BBW
1343
Blue Barn Wealth
Utah
$260K +$199K +2,202 New
RIA
1344
Regal Investment Advisors
Michigan
$259K +$199K +2,201 New
ICM
1345
IMS Capital Management
Oregon
$259K -$18.1K -200 -8%
SICM
1346
Sustainable Insight Capital Management
New York
$259K +$199K +2,200 New
AIA
1347
Alera Investment Advisors
Illinois
$258K +$198K +2,191 New
CAM
1348
Claret Asset Management
Quebec, Canada
$256K +$196K +2,170 New
WB
1349
WesBanco Bank
West Virginia
$255K +$196K +2,160 New
HH
1350
Hilltop Holdings
Texas
$254K +$195K +2,158 New
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