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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1526
Sagespring Wealth Partners
Tennessee
$358K +$371K +4,729 New
CWM
1527
Copia Wealth Management
Oregon
$358K +$371K +4,726 New
CM
1528
Crestline Management
Texas
$357K +$36.4K +464 +11%
TPI
1529
Trust Point Inc
Wisconsin
$356K -$139K -1,765 -27%
KP
1530
Keel Point
Alabama
$356K +$61.9K +788 +20%
ZIC
1531
ZWJ Investment Counsel
Georgia
$356K -$23.9K -304 -6%
FNFDCM
1532
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$355K -$41.6K -529 -10%
BWM
1533
BNC Wealth Management
Oregon
$354K -$41.3K -526 -10%
PSB
1534
Piscataqua Savings Bank
New Hampshire
$353K -$2.36K -30 -0.6%
CNFG
1535
Creegan & Nassoura Financial Group
New Hampshire
$352K – – –
SFFS
1536
Stonehage Fleming Financial Services
Jersey
$351K -$29.6M -377,202 -99%
WP
1537
Westmount Partners
California
$351K -$16.4K -209 -4%
UAML
1538
US Asset Management LLC
Pennsylvania
$351K -$23.6K -301 -6%
WPC
1539
Wedmont Private Capital
Pennsylvania
$351K +$31.3K +398 +9%
RP
1540
Riverwater Partners
Wisconsin
$351K +$364K +4,633 New
PW
1541
PUREfi Wealth
Massachusetts
$350K +$364K +4,629 New
DSN
1542
D. Scott Neal
Kentucky
$350K -$6.68K -85 -2%
FPCP
1543
Fort Point Capital Partners
California
$349K -$104K -1,324 -22%
BAM
1544
Belpointe Asset Management
Nevada
$349K -$4.16K -53 -1%
BC
1545
Barrett & Company
Rhode Island
$347K +$314 +4 +0.1%
WCM
1546
Windsor Capital Management
Arizona
$346K -$65.3K -831 -15%
HI
1547
Harbour Investments
Wisconsin
$346K -$92.8K -1,182 -21%
MFG
1548
Marmo Financial Group
Tennessee
$344K – – –
AGWCA
1549
Annis Gardner Whiting Capital Advisors
Florida
$344K -$1.65K -21 -0.5%
FCM
1550
Fourpath Capital Management
Oklahoma
$344K – – –
60 61
62
63 64