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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2301
HT Partners
Connecticut
$306K +$22.2K +1,070 +8%
EI
2302
Ellevest Inc
New York
$305K +$10.4K +500 +4%
AL
2303
Aspiriant LLC
California
$304K +$80.8K +3,890 +36%
BWM
2304
Bulltick Wealth Management
Florida
$303K +$40.7K +1,960 +15%
MCM
2305
Mengis Capital Management
Oregon
$303K – – –
ICM
2306
Islay Capital Management
Texas
$302K -$41.5K -2,000 -12%
FI
2307
Financial Insights
Washington
$302K – – –
CCA
2308
Clearwater Capital Advisors
Illinois
$301K – – –
LTI
2309
Laffer Tengler Investments
Tennessee
$300K +$301K +14,480 New
GF
2310
Gries Financial
Ohio
$299K -$873K -42,040 -74%
LF
2311
Lee Financial
Texas
$299K +$144K +6,940 +93%
NAMM
2312
NorthStar Asset Management (Massachusetts)
Massachusetts
$298K – – –
PAM
2313
Palisade Asset Management
Minnesota
$298K – – –
WWMSC
2314
Wagner Wealth Management (South Carolina)
South Carolina
$298K +$14.5K +700 +6%
FNB
2315
Farmers National Bank
Kentucky
$298K +$118K +5,700 New
SWMP
2316
Signature Wealth Management Partners
New Jersey
$295K +$296K +14,260 New
LAM
2317
LifePro Asset Management
California
$294K +$294K +14,170 New
FMTC
2318
Farmers & Merchants Trust Company
California
$292K -$8.31K -400 -3%
FIB
2319
First Interstate Bank
Montana
$292K – – –
BAMG
2320
Brand Asset Management Group
Missouri
$291K – – –
BMC
2321
Benin Management Corp
Connecticut
$290K – – –
WKWM
2322
Walter & Keenan Wealth Management
Indiana
$287K +$38.2K +1,840 +15%
T2I
2323
Turim 21 Investimentos
Brazil
$287K +$275K +13,250 +2,208%
AGA
2324
Accuvest Global Advisors
Utah
$287K +$290K +13,970 New
GCA
2325
Gradient Capital Advisors
California
$286K +$1.04K +50 +0.4%
91 92
93
94 95