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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4001
BNB Wealth Management
Maryland
$2.71M +$218K +1,061 +9%
WPA
4002
West Paces Advisors
Georgia
$2.71M +$304K +1,478 +12%
WW
4003
Waterfront Wealth
Kansas
$2.7M +$8.43K +41 +0.3%
FBC
4004
Fairfield, Bush & Co
Connecticut
$2.69M -$47.3K -230 -2%
WI
4005
WBI Investments
New Jersey
$2.68M +$182K +887 +7%
FPB
4006
First PREMIER Bank
South Dakota
$2.68M +$182K +886 +7%
CAP
4007
Cordoba Advisory Partners
New York
$2.67M +$1.69M +8,219 +160%
TI
4008
Truepoint Inc
Ohio
$2.67M +$244K +1,189 +10%
PCMU
4009
Paragon Capital Management (Utah)
Utah
$2.67M -$47.1K -229 -2%
PWM
4010
Power Wealth Management
Georgia
$2.67M +$540K +2,624 +24%
CKAIS
4011
Christensen King & Associates Investment Services
Washington
$2.67M +$206 +1 +0%
T
4012
Tidemark
California
$2.67M +$186K +906 +7%
MLIC
4013
Mandatum Life Insurance Company
Finland
$2.67M +$345K +1,678 +14%
AFAS
4014
Acorn Financial Advisory Services
Virginia
$2.67M -$354K -1,724 -11%
KL
4015
KWMG LLC
Kansas
$2.67M -$21.6K -105 -0.8%
LRWM
4016
Lord & Richards Wealth Management
Colorado
$2.66M -$212K -1,033 -7%
ANHIM
4017
Alan N. Hoffman Investment Management
Massachusetts
$2.66M +$40.1K +195 +1%
CC
4018
Carlson Capital
Texas
$2.64M +$2.71M +13,198 New
W
4019
WPWealth
Texas
$2.64M -$310K -1,506 -10%
SCA
4020
Scott Capital Advisors
Oregon
$2.64M +$55.3K +269 +2%
SWM
4021
SK Wealth Management
Rhode Island
$2.64M -$9.05K -44 -0.4%
NRW
4022
Nova R Wealth
Kansas
$2.64M +$71.1K +346 +3%
PI
4023
Pachira Investments
California
$2.63M +$229K +1,113 +9%
PFM
4024
Patton Fund Management
Texas
$2.63M +$2.43M +11,834 +890%
WA
4025
WealthTrust Axiom
Pennsylvania
$2.63M +$32.9K +160 +1%
159 160
161
162 163