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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1901
Leavell Investment Management
Alabama
$244K -$21.8K -216 -8%
ACA
1902
Ascension Capital Advisors
Texas
$244K – – –
OBWG
1903
Onyx Bridge Wealth Group
New York
$243K +$3.83K +38 +2%
WPC
1904
Waters Parkerson & Co
Louisiana
$243K +$201 +2 +0.1%
ANBT
1905
American National Bank & Trust
Texas
$243K -$10.5K -104 -4%
B
1906
Bayban
Minnesota
$243K – – –
IF
1907
Integrity Financial
Wyoming
$242K -$1.21K -12 -0.5%
MWP
1908
Meridian Wealth Partners
Pennsylvania
$242K +$238K +2,363 New
WCA
1909
Westover Capital Advisors
Delaware
$241K – – –
PL
1910
Plancorp LLC
Missouri
$241K +$11.5K +114 +5%
BWM
1911
BlackDiamond Wealth Management
New York
$240K +$231K +2,298 New
PHAM
1912
Palisades Hudson Asset Management
Florida
$240K – – –
RWA
1913
Redhawk Wealth Advisors
Minnesota
$240K +$11.4K +113 +5%
WPW
1914
Winthrop Partners - WNY
New York
$240K – – –
KFAS
1915
Keating Financial Advisory Services
Kansas
$240K -$25.9K -257 -10%
BC
1916
Burney Company
Virginia
$239K -$10.9K -108 -4%
WCM
1917
Wedge Capital Management
North Carolina
$239K +$236K +2,341 New
CWM
1918
Centurion Wealth Management
Virginia
$239K -$81.6K -810 -26%
THCM
1919
Taylor Hoffman Capital Management
Virginia
$239K -$302 -3 -0.1%
LPAM
1920
Lodestar Private Asset Management
California
$239K -$57.5K -571 -20%
LA
1921
Latitude Advisors
Florida
$239K – – –
MMPW
1922
Mitchell McLeod Pugh & Williams
Alabama
$239K – – –
NWA
1923
New World Advisors
Massachusetts
$238K +$234K +2,326 New
TTWM
1924
TCV Trust & Wealth Management
Virginia
$236K +$233K +2,314 New
RPGNY
1925
Retirement Planning Group (New York)
New York
$236K +$233K +2,313 New
75 76
77
78 79