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Name Holding Trade Value Shares
Change 		Change in
Stake
RICHC
1576
Renaissance Investment Consultants Holding Company
Pennsylvania
$366K +$1.44K +18 +0.4%
FBT
1577
First Bank & Trust
South Dakota
$365K -$10.9K -137 -3%
OWA
1578
One Wealth Advisors
California
$364K -$121K -1,518 -26%
CAM
1579
Covenant Asset Management
New Jersey
$364K – – –
ECA
1580
Elevated Capital Advisors
Utah
$363K +$7.02K +88 +2%
BWP
1581
Bernardo Wealth Planning
Pennsylvania
$362K -$39.2K -492 -10%
VNA
1582
Valley National Advisers
Pennsylvania
$361K -$22.3K -280 -6%
LWIC
1583
Leith Wheeler Investment Counsel
British Columbia, Canada
$361K – – –
LP
1584
LGL Partners
Pennsylvania
$361K +$399 +5 +0.1%
RW
1585
REDW Wealth
New Mexico
$359K – – –
SAM
1586
Strategy Asset Managers
California
$358K -$798K -10,010 -71%
PSF
1587
Pacific Sun Financial
California
$358K -$319 -4 -0.1%
BCP
1588
Blue Chip Partners
Michigan
$357K +$38K +477 +13%
RG
1589
Rikoon Group
New Mexico
$356K -$2.39K -30 -0.7%
MMM
1590
Mendel Money Management
Illinois
$356K – – –
CWA
1591
Clarus Wealth Advisors
Arizona
$356K +$107K +1,338 +49%
LA
1592
LexAurum Advisors
Kansas
$355K +$638 +8 +0.2%
TW
1593
TrinityPoint Wealth
Connecticut
$355K +$68.3K +856 +26%
FC
1594
Ferris Capital
Massachusetts
$354K -$7.26K -91 -2%
FCB
1595
First Command Bank
Texas
$350K – – –
FCFS
1596
First Command Financial Services
Texas
$350K – – –
STB
1597
S&T Bank
Pennsylvania
$350K – – –
LFA
1598
Legacy Financial Advisors
Kentucky
$350K +$324K +4,068 New
BWP
1599
BSW Wealth Partners
Colorado
$349K +$558 +7 +0.2%
FIM
1600
Fernwood Investment Management
Massachusetts
$349K +$12K +150 +4%
62 63
64
65 66