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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1876
Cedar Mountain Advisors
Oregon
$228K +$1.3K +16 +0.5%
DTC
1877
Davidson Trust Company
Washington
$228K -$455K -5,590 -66%
WCWM
1878
Willow Creek Wealth Management
California
$227K +$6.27K +77 +3%
SMWM
1879
Silvia McColl Wealth Management
California
$227K +$11.4K +140 +5%
TAM
1880
Tucker Asset Management
Colorado
$227K -$31.9K -392 -12%
SSW
1881
Smith Shellnut Wilson
Mississippi
$227K – – –
BC
1882
Burney Company
Virginia
$226K -$20.4K -250 -8%
LP
1883
LGL Partners
Pennsylvania
$226K +$12.2K +150 +5%
BEI
1884
Benjamin Edwards Inc
Missouri
$226K -$101K -1,239 -30%
MPI
1885
Mairs & Power Inc
Minnesota
$226K -$23K -283 -9%
OWP
1886
Obermeyer Wealth Partners
Colorado
$225K -$13.9K -171 -6%
MCP
1887
Mirador Capital Partners
California
$225K -$2.04K -25 -0.9%
ZF
1888
Zhang Financial
Michigan
$225K -$71.7K -881 -23%
RF
1889
Robinswood Financial
Washington
$225K +$37.7K +463 +19%
CFS
1890
CRA Financial Services
New Jersey
$225K -$13K -160 -5%
MWA
1891
Martel Wealth Advisors
Washington
$224K +$977 +12 +0.4%
IHWM
1892
Iron Horse Wealth Management
Iowa
$224K +$72.3K +888 +45%
SWA
1893
ShankerValleau Wealth Advisors
Illinois
$224K – – –
CT
1894
Colonial Trust
South Carolina
$224K -$57.3K -704 -20%
SPWM
1895
Schrum Private Wealth Management
Florida
$223K – – –
AT
1896
Avalon Trust
New Mexico
$223K -$29K -356 -11%
HWAM
1897
Hennion & Walsh Asset Management
New Jersey
$222K +$233K +2,857 New
FA
1898
Fermata Advisors
California
$222K -$79.8K -980 -26%
APG
1899
Abacus Planning Group
South Carolina
$221K +$231K +2,839 New
SW
1900
StrongBox Wealth
Missouri
$221K +$7.74K +95 +3%
74 75
76
77 78