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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1576
First Bank & Trust
South Dakota
$365K -$10.9K -137 -3%
OWA
1577
One Wealth Advisors
California
$364K -$121K -1,518 -26%
CAM
1578
Covenant Asset Management
New Jersey
$364K – – –
ECA
1579
Elevated Capital Advisors
Utah
$363K +$7.02K +88 +2%
BWP
1580
Bernardo Wealth Planning
Pennsylvania
$362K -$39.2K -492 -10%
VNA
1581
Valley National Advisers
Pennsylvania
$361K -$22.3K -280 -6%
LWIC
1582
Leith Wheeler Investment Counsel
British Columbia, Canada
$361K – – –
LP
1583
LGL Partners
Pennsylvania
$361K +$399 +5 +0.1%
RW
1584
REDW Wealth
New Mexico
$359K – – –
SAM
1585
Strategy Asset Managers
California
$358K -$798K -10,010 -71%
PSF
1586
Pacific Sun Financial
California
$358K -$319 -4 -0.1%
BCP
1587
Blue Chip Partners
Michigan
$357K +$38K +477 +13%
RG
1588
Rikoon Group
New Mexico
$356K -$2.39K -30 -0.7%
MMM
1589
Mendel Money Management
Illinois
$356K – – –
CWA
1590
Clarus Wealth Advisors
Arizona
$356K +$107K +1,338 +49%
LA
1591
LexAurum Advisors
Kansas
$355K +$638 +8 +0.2%
TW
1592
TrinityPoint Wealth
Connecticut
$355K +$68.3K +856 +26%
FC
1593
Ferris Capital
Massachusetts
$354K -$7.26K -91 -2%
FCB
1594
First Command Bank
Texas
$350K – – –
FCFS
1595
First Command Financial Services
Texas
$350K – – –
STB
1596
S&T Bank
Pennsylvania
$350K – – –
LFA
1597
Legacy Financial Advisors
Kentucky
$350K +$324K +4,068 New
BWP
1598
BSW Wealth Partners
Colorado
$349K +$558 +7 +0.2%
FIM
1599
Fernwood Investment Management
Massachusetts
$349K +$12K +150 +4%
IFO
1600
Independent Family Office
New York
$349K +$63.8K +800 +25%
62 63
64
65 66