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SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
Modern Wealth Management
Kansas
$275K +$267K +5,495 New
AC
1227
Apella Capital
Connecticut
$275K +$253K +5,218 New
VA
1228
VestGen Advisors
Illinois
$274K +$239K +4,919 New
TNBTD
1229
Trustmark National Bank Trust Department
Mississippi
$274K – – –
SRA
1230
Secured Retirement Advisors
Minnesota
$273K +$258K +5,308 New
CPA
1231
Cardiff Park Advisors
California
$272K +$1.65K +34 +0.6%
WC
1232
Waterloo Capital
Texas
$272K -$24K -495 -9%
PFM
1233
Patton Fund Management
Texas
$271K +$256K +5,278 New
PCMN
1234
Paradigm Capital Management (Nevada)
Nevada
$271K – – –
RWP
1235
RWA Wealth Partners
Massachusetts
$271K -$19.5K -402 -7%
CAG
1236
Csenge Advisory Group
Florida
$268K +$253K +5,220 New
CAL
1237
Capital Analysts LLC
Pennsylvania
$268K -$5.14K -106 -2%
LFM
1238
LGT Fund Management
Liechtenstein
$267K +$252K +5,200 New
SAG
1239
SageView Advisory Group
California
$267K +$42.2K +869 +20%
SW
1240
Simplicity Wealth
New Jersey
$267K +$252K +5,191 New
TCP
1241
TMB Capital Partners
Arkansas
$266K +$251K +5,176 New
BRWA
1242
B. Riley Wealth Advisors
Florida
$264K -$32.1K -661 -11%
VA
1243
Valmark Advisers
Ohio
$264K -$4.13K -85 -2%
MFG
1244
Magnus Financial Group
New York
$263K +$248K +5,114 New
NAM
1245
NorthCrest Asset Manangement
Minnesota
$261K -$142K -2,918 -36%
JWM
1246
Jeppson Wealth Management
California
$260K +$245K +5,051 New
PIWA
1247
Prevail Innovative Wealth Advisors
Kansas
$260K +$245K +5,050 New
HP
1248
Highlander Partners
Texas
$259K – – –
BTI
1249
Blue Trust Inc
Georgia
$259K -$43.6K -898 -15%
PWAM
1250
Private Wealth Asset Management
Iowa
$258K -$582 -12 -0.2%
48 49
50
51 52