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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1751
AJ Wealth Strategies
New York
$668K +$206K +995 +54%
BFO
1752
Biltmore Family Office
North Carolina
$667K – – –
PCMC
1753
Paragon Capital Management (Colorado)
Colorado
$667K – – –
ABC
1754
Associated Banc-Corp
Wisconsin
$663K -$320K -1,543 -35%
OPW
1755
Oxler Private Wealth
New York
$661K +$585K +2,825 New
WKWM
1756
Walter & Keenan Wealth Management
Indiana
$656K -$20.7K -100 -3%
HAS
1757
HBW Advisory Services
California
$652K +$33.2K +160 +5%
AP
1758
Americana Partners
Texas
$651K -$4.56K -22 -0.8%
BG
1759
Bahl & Gaynor
Ohio
$651K – – –
SAM
1760
SP Asset Management
California
$650K +$89.5K +432 +22%
IIM
1761
Ironwood Investment Management
Massachusetts
$650K +$575K +2,776 New
LC
1762
LCNB Corp
Ohio
$647K -$36.3K -175 -6%
PG
1763
Prostatis Group
Maryland
$646K +$193K +933 +51%
WC
1764
Weil Company
California
$645K – – –
TFCP
1765
Twin Focus Capital Partners
Massachusetts
$644K -$103K -498 -15%
NP
1766
NorthRock Partners
Minnesota
$641K +$4.14K +20 +0.7%
FNBSF
1767
First National Bank Sioux Falls
South Dakota
$638K – – –
WC
1768
Woodstock Corp
Massachusetts
$638K +$565K +2,725 New
FLPIM
1769
F.L. Putnam Investment Management
Massachusetts
$637K +$14.5K +70 +3%
DCM
1770
Donaldson Capital Management
Indiana
$630K +$3.73K +18 +0.7%
WP
1771
WealthSource Partners
California
$630K +$44.3K +214 +9%
NHC
1772
Nicholas Hoffman & Company
Georgia
$630K +$62K +299 +13%
VFM
1773
Vivid Financial Management
California
$630K +$558K +2,691 New
GWMIA
1774
Global Wealth Management Investment Advisory
Florida
$626K +$66.1K +319 +14%
BL
1775
Balentine LLC
Georgia
$623K +$24.2K +117 +5%
69 70
71
72 73