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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1626
Beaumont Asset Management
Texas
$691K +$17K +103 +3%
TNBTD
1627
Trustmark National Bank Trust Department
Mississippi
$690K +$33K +200 +5%
LNWTC
1628
Laird Norton Wetherby Trust Company
Washington
$690K +$127K +773 +23%
LAM
1629
LifePro Asset Management
California
$689K +$33.3K +202 +5%
NAG
1630
Northstar Advisory Group
New Jersey
$688K +$681K +4,130 New
BFA
1631
BMS Financial Advisors
South Dakota
$687K +$680K +4,120 New
CWM
1632
Centric Wealth Management
Illinois
$684K -$10.2K -62 -1%
MCM
1633
Monarch Capital Management
Indiana
$683K -$4.45K -27 -0.7%
D
1634
Diversified
Delaware
$682K +$1.16K +7 +0.2%
DPI
1635
Diversified Portfolios Inc
Michigan
$681K – – –
ZAM
1636
Zevin Asset Management
Massachusetts
$679K -$22.3K -135 -3%
VWMG
1637
Virginia Wealth Management Group
Virginia
$678K +$670K +4,065 New
PFP
1638
Paragon Financial Partners
California
$678K +$671K +4,068 New
BSA
1639
Bull Street Advisors
Georgia
$677K -$20.6K -125 -3%
CFSG
1640
Community Financial Services Group
Vermont
$677K +$2.47K +15 +0.4%
IWA
1641
Intercontinental Wealth Advisors
Texas
$676K -$495 -3 -0.1%
NAS
1642
Nicolet Advisory Services
Wisconsin
$674K -$147K -893 -18%
AP
1643
Appleton Partners
Massachusetts
$671K +$177K +1,072 +36%
WF
1644
Wayfinding Financial
Washington
$671K +$766K +4,644 New
BHIC
1645
Bassett Hargrove Investment Counsel
Delaware
$667K – – –
WFO
1646
Wealthgate Family Office
Colorado
$667K +$660K +4,000 New
FFM
1647
Forum Financial Management
Illinois
$667K +$661K +4,005 New
IP
1648
Ignite Planners
California
$667K +$746K +4,522 New
AFWM
1649
AMJ Financial Wealth Management
Virginia
$665K -$57.2K -347 -8%
LWA
1650
Lineweaver Wealth Advisors
Ohio
$665K +$14K +85 +2%
64 65
66
67 68