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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2151
Marion Wealth Management
Pennsylvania
$904K +$846K +30,740 New
IAP
2152
Indie Asset Partners
Indiana
$901K -$235K -8,530 -22%
ECM
2153
Estabrook Capital Management
New York
$899K -$109K -3,950 -11%
OCM
2154
Orion Capital Management
California
$893K -$82.5K -3,000 -9%
WH
2155
Whitcomb & Hess
Ohio
$893K +$275 +10 +0%
IIC
2156
Integrated Investment Consultants
Michigan
$890K -$110K -4,000 -12%
LC
2157
LCNB Corp
Ohio
$888K -$31.9K -1,160 -4%
CQS
2158
Credential Qtrade Securities
$886K -$192K -6,970 -19%
VBCG
2159
Valley Brook Capital Group
Pennsylvania
$884K +$24.8K +900 +3%
HCA
2160
Harbour Capital Advisors
Virginia
$883K – – –
BWAM
2161
Boyd Watterson Asset Management
Ohio
$882K – – –
LFA
2162
Laraway Financial Advisors
Minnesota
$882K +$825 +30 New
PP
2163
PDT Partners
New York
$882K +$825K +30,000 New
NWMG
2164
National Wealth Management Group
Ohio
$877K +$821K +29,830 New
YWP
2165
YorkBridge Wealth Partners
New York
$875K -$83.9K -3,050 -9%
GFPC
2166
Global Financial Private Client
Florida
$871K +$193K +7,020 +31%
AP
2167
Adero Partners
California
$869K -$6.88K -250 -0.8%
1W
2168
1776 Wealth
Georgia
$869K +$121K +4,380 +17%
HFS
2169
Howard Financial Services
Texas
$868K +$139K +5,040 +21%
CCT
2170
Country Club Trust
Missouri
$865K +$85K +3,090 +12%
CPW
2171
Catalyst Private Wealth
California
$863K +$1.93K +70 +0.2%
CAL
2172
Capital Analysts LLC
Pennsylvania
$862K +$61.1K +2,220 +8%
CCA
2173
Catalyst Capital Advisors
New York
$856K -$52.3K -1,900 -6%
ML
2174
McAdam LLC
Pennsylvania
$855K +$127K +4,610 +19%
PP
2175
Palladium Partners
Virginia
$852K +$25.3K +920 +3%
85 86
87
88 89