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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1351
WR Wealth Planners
Missouri
$504K +$24.7K +670 +6%
DBRC
1352
D.B. Root & Company
Pennsylvania
$503K -$1.84K -50 -0.4%
FPAS
1353
Focus Partners Advisor Solutions
Missouri
$502K -$22.8K -620 -5%
CFO
1354
Custos Family Office
Texas
$502K – – –
LAM
1355
L2 Asset Management
Massachusetts
$500K +$33.9K +920 +9%
BWM
1356
Birchcreek Wealth Management
Ohio
$500K +$62.6K +1,700 +18%
BPCE
1357
Bank Pictet & Cie (Europe)
Germany
$500K – – –
DA
1358
Doliver Advisors
Texas
$499K -$368 -10 -0.1%
PCM
1359
Pointe Capital Management
Michigan
$499K – – –
PA
1360
PFG Advisors
Arizona
$498K -$14K -380 -3%
RRA
1361
Round Rock Advisors
Connecticut
$496K -$46K -1,250 -10%
SP
1362
Saranac Partners
$496K -$67K -1,820 -14%
BW
1363
BIP Wealth
Georgia
$494K -$46.8K -1,270 -10%
JEST
1364
JTC Employer Solutions Trustee
Jersey
$492K – – –
ML
1365
McAdam LLC
Pennsylvania
$491K +$8.47K +230 +2%
CAC
1366
Certified Advisory Corp
Florida
$491K +$3.31K +90 +0.8%
NCM
1367
Neumann Capital Management
California
$490K – – –
GWS
1368
Glassman Wealth Services
Virginia
$490K -$69.6K -1,890 -15%
VCA
1369
Verdence Capital Advisors
Maryland
$489K +$14.4K +390 +4%
ANTB
1370
AMG National Trust Bank
Colorado
$489K +$62.6K +1,700 +18%
FIM
1371
Fernwood Investment Management
Massachusetts
$487K -$2.95K -80 -0.7%
AA
1372
Advisory Alpha
Michigan
$484K +$20.6K +560 +5%
UCMOK
1373
United Capital Management of KS
Kansas
$483K -$4.79K -130 -1%
JWM
1374
Jeppson Wealth Management
California
$482K -$737 -20 -0.2%
PP
1375
Patron Partners
Texas
$482K +$12.2K +330 +3%
53 54
55
56 57