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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1876
Sheets Smith Wealth Management
North Carolina
$11.1M -$201K -1,456 -2%
CA
1877
CSM Advisors
Pennsylvania
$11.1M +$305K +2,215 +3%
LNWTC
1878
Laird Norton Wetherby Trust Company
Washington
$11.1M -$1.74M -12,598 -13%
TC
1879
TFR Capital
Texas
$11.1M +$11.4M +82,471 New
SFCL
1880
Strengthening Families & Communities LLC
Massachusetts
$11.1M +$1.22M +8,878 +12%
AAM
1881
AR Asset Management
California
$11.1M -$280K -2,030 -2%
NL
1882
NVWM LLC
Pennsylvania
$11.1M -$846K -6,136 -7%
WIM
1883
WealthPlan Investment Management
Nebraska
$11M -$1.31M -9,521 -10%
BFS
1884
Bard Financial Services
Connecticut
$11M +$162K +1,175 +1%
OPW
1885
Oxler Private Wealth
New York
$11M +$1.65K +12 +0%
RPWA
1886
Regent Peak Wealth Advisors
Georgia
$11M +$44.4K +322 +0.4%
TWM
1887
TCFG Wealth Management
California
$11M -$156K -1,129 -1%
EFG
1888
Embree Financial Group
Illinois
$11M +$41.4K +300 +0.4%
SI
1889
Shaker Investments
Ohio
$11M +$2.02M +14,680 +22%
AA
1890
Alta Advisers
United Kingdom
$11M +$1.64M +11,912 +17%
TWP
1891
Tempus Wealth Planning
California
$11M +$797K +5,780 +8%
SC
1892
Scholtz & Company
Connecticut
$10.9M +$81.6K +592 +0.7%
MMPW
1893
Mitchell McLeod Pugh & Williams
Alabama
$10.9M -$31.6K -229 -0.3%
TFA
1894
Transamerica Financial Advisors
Florida
$10.9M -$301K -2,186 -3%
AAIM
1895
Asset Advisors Investment Management
Georgia
$10.9M – – –
DWM
1896
Drive Wealth Management
Utah
$10.9M +$789K +5,727 +8%
QWM
1897
Quadcap Wealth Management
Texas
$10.9M -$656K -4,757 -6%
1SB
1898
1ST Source Bank
Indiana
$10.9M -$345K -2,501 -3%
CCM
1899
Canal Capital Management
Virginia
$10.9M -$199K -1,444 -2%
FFG
1900
Fortem Financial Group
California
$10.9M -$19.2K -139 -0.2%
74 75
76
77 78