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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
1626
Columbia Advisory Partners
Washington
$325K -$16.7K -177 -5%
CFA
1627
CWS Financial Advisors
Michigan
$324K -$182K -1,928 -35%
JC
1628
JBGlobal.com
New York
$324K +$284 +3 +0.1%
LWM
1629
Liberty Wealth Management
California
$324K +$2.37K +25 +0.7%
BFG
1630
Birch Financial Group
New Hampshire
$323K -$88.4K -935 -21%
SL
1631
Sentry LLC
Tennessee
$322K – – –
WPP
1632
Whalerock Point Partners
Rhode Island
$322K – – –
WH
1633
Willner & Heller
California
$322K +$2.08K +22 +0.6%
ST
1634
Spinnaker Trust
Maine
$322K -$41K -433 -11%
BTD
1635
BankPlus Trust Department
Mississippi
$321K – – –
DOA
1636
D'Orazio & Associates
Virginia
$321K +$2.18K +23 +0.6%
CAL
1637
Capital Advisors Ltd
Ohio
$321K +$378 +4 +0.1%
CWA
1638
CM Wealth Advisors
Ohio
$321K +$1.89K +20 +0.6%
BHWM
1639
Bar Harbor Wealth Management
New Hampshire
$321K -$7.09K -75 -2%
LNB
1640
Ledyard National Bank
$320K -$116K -1,230 -26%
RIA
1641
Realta Investment Advisors
Delaware
$320K -$4.73K -50 -1%
EA
1642
Everpar Advisors
Oklahoma
$320K +$60.7K +642 +22%
DWM
1643
Drive Wealth Management
Utah
$319K +$10.1K +107 +3%
TWM
1644
Thrive Wealth Management
Pennsylvania
$318K -$54.8K -579 -14%
IWAO
1645
Independence Wealth Advisors (Ohio)
Ohio
$318K -$59.7K -631 -15%
TFP
1646
TrueWealth Financial Partners
Washington
$318K +$335K +3,544 New
AHL
1647
Abel Hall LLC
Louisiana
$316K +$334K +3,531 New
LA
1648
LVW Advisors
New York
$316K +$40.1K +424 +14%
TWP
1649
Triad Wealth Partners
Kansas
$316K -$9.74K -103 -3%
MBT
1650
Montecito Bank & Trust
California
$315K -$54.5K -576 -14%
64 65
66
67 68