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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1601
Meristem Family Wealth
Minnesota
$416K +$46.1K +270 +18%
RB
1602
Renasant Bank
Mississippi
$416K +$302K +1,770 New
TIA
1603
Traphagen Investment Advisors
New Jersey
$414K +$48.6K +285 +19%
SWM
1604
Salvus Wealth Management
New Jersey
$414K +$241K +1,410 New
KW
1605
KWB Wealth
California
$414K +$301K +1,761 New
SFWC
1606
Strategic Family Wealth Counselors
New Jersey
$413K +$23K +135 +8%
JAG
1607
Journey Advisory Group
Kentucky
$411K +$298K +1,746 New
AL
1608
Arnhold LLC
New York
$410K – – –
AMM
1609
American Money Management
California
$409K +$17.9K +105 +6%
PWAP
1610
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$406K -$109K -639 -27%
BDF
1611
Black Diamond Financial
Maryland
$406K +$2.56K +15 +0.9%
OFW
1612
Omnia Family Wealth
Florida
$404K +$293K +1,719 New
BA
1613
Ballast Advisors
Minnesota
$402K +$17.9K +105 +7%
CCA
1614
Childress Capital Advisors
Texas
$402K +$283K +1,659 New
JFA
1615
JNBA Financial Advisors
Minnesota
$401K +$64K +375 +28%
LFA
1616
Legend Financial Advisors
Pennsylvania
$400K +$290K +1,701 New
PBF
1617
Petix & Botte Financial
California
$399K -$15.4K -90 -5%
AIP
1618
Almanack Investment Partners
Pennsylvania
$399K +$290K +1,698 New
LFG
1619
Lazard Frères Gestion
France
$399K +$294K +1,725 New
NHC
1620
Nicholas Hoffman & Company
Georgia
$396K -$7.17K -42 -2%
MIC
1621
Means Investment Company
Maine
$396K +$250K +1,464 New
AIM
1622
Anchor Investment Management
South Carolina
$396K +$6.66K +39 +2%
OIA
1623
Optimum Investment Advisors
Illinois
$395K +$125K +735 +78%
EWP
1624
Engrave Wealth Partners
Texas
$395K +$237K +1,386 New
PWMG
1625
Prestige Wealth Management Group
New Jersey
$394K +$65.5K +384 +30%
63 64
65
66 67