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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Angeles Wealth Management
California
$225K +$60.3K +2,691 +33%
DT
477
Diversified Trust
Tennessee
$224K -$2.06K -92 -0.8%
GFP
478
Gryphon Financial Partners
Ohio
$222K +$240K +10,717 New
MA
479
Mutual Advisors
Nebraska
$222K +$240K +10,701 New
OWCM
480
One Wealth Capital Management
Arizona
$220K -$82.9K -3,700 -25%
CA
481
Crewe Advisors
Utah
$218K -$1.03K -46 -0.4%
BEAM
482
Baker Ellis Asset Management
Washington
$218K -$112K -5,000 -32%
JCM
483
Jacobi Capital Management
Pennsylvania
$217K +$8.07K +360 +4%
MHC
484
Meyer Handelman Company
New York
$216K – – –
SFC
485
SYM Financial Corp
Indiana
$215K -$46.5K -2,075 -17%
BBHC
486
Brown Brothers Harriman & Co
New York
$215K -$173K -7,715 -43%
ASN
487
Advisory Services Network
Georgia
$214K -$15.2K -679 -6%
RA
488
Riversedge Advisors
Delaware
$214K -$39.7K -1,771 -15%
BTWM
489
Baker Tilly Wealth Management
Wisconsin
$213K -$30.5K -1,362 -12%
CIA
490
Choate Investment Advisors
Massachusetts
$213K +$7.69K +343 +3%
DWM
491
Dynasty Wealth Management
Florida
$212K -$837K -37,373 -79%
AWC
492
Abundance Wealth Counselors
Pennsylvania
$207K +$2.15K +96 +1%
SC
493
Sapient Capital
Indiana
$207K -$99.7K -4,451 -31%
BWM
494
Baron Wealth Management
Michigan
$204K -$166K -7,399 -43%
JTWM
495
Jackson Thornton Wealth Management
Alabama
$204K +$217K +9,685 New
CAG
496
Csenge Advisory Group
Florida
$204K -$5.94K -265 -3%
MHR
497
Matthew Hamilton Rosenberg
$204K – – –
KPWS
498
Kestra Private Wealth Services
Texas
$204K -$5K -223 -2%
AT
499
Arlington Trust
Alabama
$203K -$2.44K -109 -1%
SI
500
Stephens Inc
Arkansas
$202K -$117K -5,214 -35%
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