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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1776
Washburn Capital Management
Florida
$623K +$75.4K +364 +16%
FMC
1777
First Merchants Corp
Indiana
$621K – – –
BHWM
1778
Bar Harbor Wealth Management
New Hampshire
$618K – – –
SIMM
1779
Stillwater Investment Management (Minnesota)
Minnesota
$617K +$546K +2,633 New
9WM
1780
9258 Wealth Management
Ohio
$616K +$2.07K +10 +0.4%
AF
1781
Alerus Financial
North Dakota
$615K -$8.7K -42 -2%
TTWM
1782
TCV Trust & Wealth Management
Virginia
$614K -$4.14K -20 -0.8%
KPW
1783
Kore Private Wealth
New York
$612K +$100K +484 +23%
PWP
1784
Principle Wealth Partners
Connecticut
$611K +$169K +815 +45%
BC
1785
Burney Company
Virginia
$610K -$115K -557 -18%
MSAM
1786
Moloney Securities Asset Management
Missouri
$610K +$8.91K +43 +2%
FNC
1787
First National Corp
Massachusetts
$610K +$14.1K +68 +3%
CWM
1788
Connecticut Wealth Management
Connecticut
$609K -$98.8K -477 -15%
QPWM
1789
Quadrant Private Wealth Management
Pennsylvania
$609K +$53.9K +260 +11%
OWA
1790
One Wealth Advisors
California
$608K +$29.4K +142 +6%
RIL
1791
Rothschild Investment LLC
Illinois
$608K +$537K +2,594 New
MIC
1792
Means Investment Company
Maine
$607K – – –
OCM
1793
One Capital Management
California
$604K -$292K -1,411 -35%
VC
1794
Veery Capital
Delaware
$603K +$533K +2,574 New
ITIM
1795
Indiana Trust & Investment Management
Indiana
$602K +$53K +256 +11%
WAP
1796
Wealthcare Advisory Partners
Pennsylvania
$601K +$97.2K +469 +22%
RM
1797
Resource Management
Louisiana
$601K +$150K +723 +39%
IGGA
1798
Iron Gate Global Advisors
Utah
$600K – – –
SDWIA
1799
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$599K +$13.3K +64 +3%
SIG
1800
Sargent Investment Group
Maryland
$597K -$56.8K -274 -10%
70 71
72
73 74