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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2851
Divergent Planning
Maryland
$225K +$228K +2,400 New
TNA
2852
True North Advisors
Texas
$224K -$161K -1,690 -41%
ESBC
2853
E.S. Barr & Co
Kentucky
$224K – – –
GPA
2854
Garrison Point Advisors
California
$224K -$23.8K -250 -9%
BWAM
2855
Boyd Watterson Asset Management
Ohio
$224K – – –
FFWA
2856
FRG Family Wealth Advisors
Washington
$224K – – –
NA
2857
Nordwand Advisors
Pennsylvania
$224K – – –
TI
2858
Truepoint Inc
Ohio
$224K +$12.4K +130 +6%
BCM
2859
Berbice Capital Management
New York
$224K +$38K +400 +20%
HI
2860
Hoey Investments
Pennsylvania
$223K -$1.43M -15,000 -86%
MF
2861
Manchester Financial
California
$223K – – –
BWM
2862
Brown Wealth Management
Illinois
$223K +$227K +2,390 New
CWMK
2863
Caliber Wealth Management (Kansas)
Kansas
$223K +$227K +2,390 New
CA
2864
Calton & Associates
Florida
$223K +$227K +2,390 New
CCB
2865
Cutter & Co Brokerage
Missouri
$223K +$951 +10 +0.4%
TCM
2866
Towercrest Capital Management
Pennsylvania
$222K – – –
OP
2867
ORG Partners
Indiana
$222K -$417K -4,380 -65%
MW
2868
Members Wealth
Pennsylvania
$221K +$10.5K +110 +5%
CWAF
2869
Core Wealth Advisors (Florida)
Florida
$221K +$225K +2,370 New
MTC
2870
Matrix Trust Company
Colorado
$221K +$52.3K +550 +30%
CFS
2871
Commonwealth Financial Services
West Virginia
$220K +$224K +2,360 New
WFS
2872
Widmann Financial Services
Maryland
$219K -$95.1K -1,000 -30%
LLWM
2873
Life Line Wealth Management
California
$219K – – –
CWA
2874
Continuum Wealth Advisors
New York
$219K +$9.51K +100 +4%
CHAM
2875
Clear Harbor Asset Management
Connecticut
$219K +$223K +2,350 New
113 114
115
116 117