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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1701
Windsor Wealth Management
Indiana
$379K -$870K -7,360 -67%
FSG
1702
Financial Strategies Group
Michigan
$379K +$1.18K +10 +0.3%
AAP
1703
Arax Advisory Partners
Colorado
$379K +$38.9K +329 +10%
FG
1704
Foster Group
Iowa
$378K +$23.5K +199 +6%
ERIM
1705
Eagle Ridge Investment Management
Connecticut
$378K +$82.3K +696 +23%
EI
1706
Ellevest Inc
New York
$377K -$66.5K -562 -13%
TCM
1707
Tributary Capital Management
Nebraska
$375K -$8.87K -75 -2%
TNBTD
1708
Trustmark National Bank Trust Department
Mississippi
$374K +$12.8K +108 +3%
PWW
1709
Pettyjohn Wood & White
Virginia
$373K – – –
UBV
1710
United Bank (Virginia)
Virginia
$373K – – –
WKWM
1711
Walter & Keenan Wealth Management
Indiana
$368K – – –
WP
1712
WMS Partners
Maryland
$368K – – –
IIM
1713
Intact Investment Management
Quebec, Canada
$368K +$426K +3,600 New
SCA
1714
St. Clair Advisors
Ohio
$367K – – –
BHBT
1715
Burke & Herbert Bank & Trust
Virginia
$367K – – –
MSU
1716
Mizuho Securities USA
New York
$366K – – –
W
1717
Wealthquest
Ohio
$362K -$28.1K -238 -6%
AIS
1718
American Investment Services
Massachusetts
$362K +$828 +7 +0.2%
WA
1719
Waddell & Associates
Tennessee
$362K +$1.06K +9 +0.3%
PPW
1720
Pinnacle Private Wealth
Massachusetts
$362K +$91.3K +772 +28%
FNA
1721
First National Advisers
Nebraska
$362K +$419K +3,544 New
CC
1722
Cannell & Co
New York
$361K – – –
CBT
1723
Central Bank & Trust
Kentucky
$360K +$13.7K +116 +3%
AF
1724
Advisornet Financial
Minnesota
$359K -$365K -3,090 -47%
AWA
1725
Arete Wealth Advisors
Illinois
$359K -$15.1K -128 -4%
67 68
69
70 71