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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1576
Wimmer Associates 1
California
$272K +$15K +195 +5%
WKWM
1577
Walter & Keenan Wealth Management
Indiana
$271K -$45.4K -589 -14%
LWANC
1578
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K -$14K -182 -5%
VCA
1579
Verdence Capital Advisors
Maryland
$270K -$11.5K -149 -4%
TFCP
1580
Twin Focus Capital Partners
Massachusetts
$270K – – –
AMBIA
1581
Allen Mooney & Barnes Investment Advisors
Georgia
$269K +$2.08K +27 +0.8%
P
1582
&Partners
Tennessee
$268K -$64.2K -833 -19%
BC
1583
Bartlett & Co
Ohio
$267K -$31.6K -410 -10%
FPCP
1584
Fort Point Capital Partners
California
$267K +$271K +3,514 New
BCWM
1585
Bartlett & Co Wealth Management
Ohio
$267K -$31.6K -410 -10%
NFC
1586
Northeast Financial Consultants
Connecticut
$266K -$162K -2,100 -37%
TFP
1587
Tilia Fiduciary Partners
North Carolina
$266K -$140K -1,813 -34%
CWP
1588
Curated Wealth Partners
California
$266K +$47.1K +611 +21%
FCA
1589
FLC Capital Advisors
California
$266K – – –
MME
1590
Meag Munich Ergo
Germany
$266K – – –
HFG
1591
Heron Financial Group
New York
$265K +$52.3K +679 +24%
JSW
1592
Journey Strategic Wealth
New Jersey
$265K +$269K +3,489 New
AW
1593
Alaethes Wealth
Nevada
$264K -$3.23K -42 -1%
RA
1594
Royce & Associates
New York
$263K – – –
JWWM
1595
Johnson & White Wealth Management
Pennsylvania
$263K +$267K +3,468 New
GA
1596
GraniteShares Advisors
New York
$263K -$22.8K -296 -8%
PFWA
1597
Paces Ferry Wealth Advisors
Georgia
$263K +$266K +3,457 New
CC
1598
Callan Capital
California
$261K +$3.08K +40 +1%
PL
1599
Plancorp LLC
Missouri
$259K +$32K +415 +14%
CM
1600
CastleKnight Management
New York
$258K +$262K +3,400 New
62 63
64
65 66