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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2326
Affiance Financial
Minnesota
$277K – – –
BMCM
2327
Bryn Mawr Capital Management
Pennsylvania
$277K – – –
HWM
2328
Hemington Wealth Management
Virginia
$277K +$13.5K +51 +6%
NC
2329
NovaPoint Capital
Georgia
$276K – – –
CCA
2330
Column Capital Advisors
Indiana
$275K -$264 -1 -0.1%
NPF
2331
Norris Perne & French
Michigan
$274K +$3.7K +14 +2%
PMFA
2332
Plante Moran Financial Advisors
Michigan
$273K -$418K -1,583 -63%
APG
2333
Abacus Planning Group
South Carolina
$273K -$13.5K -51 -5%
IC
2334
Iconiq Capital
California
$273K – – –
BCM
2335
BTR Capital Management
California
$273K +$528 +2 +0.2%
HWA
2336
HHM Wealth Advisors
Tennessee
$272K +$19.3K +73 +8%
IIC
2337
Integrated Investment Consultants
Michigan
$272K +$246K +932 New
CIC
2338
Cornercap Investment Counsel
Georgia
$270K -$79.2K -300 -24%
RZH
2339
Relyea Zuckerberg Hanson
Connecticut
$270K +$13.7K +52 +6%
WQ
2340
Wealth Quarterback
New Jersey
$268K +$243K +919 New
NI
2341
NFC Investments
Tennessee
$267K -$70.3K -266 -22%
SWA
2342
Sax Wealth Advisors
New Jersey
$267K +$1.58K +6 +0.7%
BAM
2343
Bruderman Asset Management
New York
$266K -$4.75K -18 -2%
GF
2344
Gries Financial
Ohio
$266K -$792 -3 -0.3%
HPWA
2345
Hall Private Wealth Advisors
North Carolina
$266K +$241K +912 New
CWM
2346
Concentrum Wealth Management
California
$265K – – –
FNBOO
2347
First National Bank of Omaha
Nebraska
$263K – – –
CA
2348
CGN Advisors
Kansas
$263K +$20.3K +77 +9%
LWP
2349
Legacy Wealth Planning
Nevada
$261K – – –
SWP
2350
Strategic Wealth Partners
Ohio
$260K -$11.9K -45 -5%
92 93
94
95 96