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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1751
Family Management
New York
$267K +$5.78K +30 +2%
QFPS
1752
Quantum Financial Planning Services
Washington
$267K +$81.9K +425 +34%
BTWM
1753
Baker Tilly Wealth Management
Wisconsin
$266K -$66.5K -345 -17%
AB
1754
ANB Bank
Colorado
$266K +$29.9K +155 +10%
LOIM
1755
Liberty One Investment Management
Illinois
$266K +$37.6K +195 +13%
KW
1756
Keyvantage Wealth
Pennsylvania
$266K +$45.3K +235 +16%
EFG
1757
Ethos Financial Group
Pennsylvania
$265K – – –
C
1758
Covestor
United Kingdom
$265K -$188K -975 -37%
JCM
1759
Jacobsen Capital Management
Utah
$264K +$6.75K +35 +2%
NPA
1760
Nichols & Pratt Advisers
Massachusetts
$263K – – –
DWM
1761
Darwin Wealth Management
Florida
$262K – – –
KL
1762
KilterHowling LLC
Colorado
$261K – – –
SIA
1763
SGL Investment Advisors
Montana
$261K +$258K +1,340 New
AWCI
1764
Alpine Woods Capital Investors
New York
$261K -$1.32M -6,850 -81%
HBS
1765
Howard Bailey Securities
Indiana
$261K -$57.8K -300 -15%
ACM
1766
Armbruster Capital Management
New York
$260K – – –
CRI
1767
Colonial River Investments
Virginia
$259K +$5.78K +30 +2%
PL
1768
Plancorp LLC
Missouri
$259K +$16.4K +85 +6%
PMFA
1769
Plante Moran Financial Advisors
Michigan
$258K +$24.1K +125 +8%
RFP
1770
Root Financial Partners
California
$257K +$311K +1,615 New
ACS
1771
Archford Capital Strategies
Illinois
$256K -$19.3K -100 -6%
BWA
1772
Bestgate Wealth Advisors
Maryland
$256K – – –
AAMC
1773
Asset Allocation & Management Company
Illinois
$255K – – –
PAM
1774
Palisade Asset Management
Minnesota
$255K +$19.3K +100 +7%
AWM
1775
Accurate Wealth Management
Florida
$255K -$1.2M -6,245 -79%
69 70
71
72 73