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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1551
Key Client Fiduciary Advisors
New Jersey
$252K -$38.2K -535 -11%
WPWM
1552
Western Pacific Wealth Management
Illinois
$252K -$38.8K -544 -12%
EWM
1553
Evercore Wealth Management
New York
$251K – – –
SIM
1554
SSI Investment Management
California
$251K -$214 -3 -0.1%
CC
1555
Callan Capital
California
$251K -$74.7K -1,046 -20%
FA
1556
Fountainhead AM
New Jersey
$250K +$296K +4,146 New
HPC
1557
Hobart Private Capital
North Carolina
$249K +$59.9K +839 +26%
LWM
1558
LJI Wealth Management
Indiana
$247K +$4K +56 +1%
AB
1559
ANB Bank
Colorado
$247K +$292K +4,090 New
TFF
1560
The Family Firm
Maryland
$247K – – –
GA
1561
Geller Advisors
New York
$244K -$20.1K -282 -7%
NCM
1562
Northwest Capital Management
Oregon
$243K – – –
SMAM
1563
Sugar Maple Asset Management
Wisconsin
$243K -$71.8K -1,005 -20%
CWM
1564
Challenger Wealth Management
California
$241K +$286K +4,000 New
UWP
1565
Uniting Wealth Partners
Kansas
$241K +$286K +4,000 New
AWA
1566
Amplius Wealth Advisors
Pennsylvania
$241K +$7.21K +101 +3%
JIC
1567
Joel Isaacson & Co
New York
$237K +$40K +560 +17%
WF
1568
Welch & Forbes
Massachusetts
$237K +$10.6K +148 +4%
QPBE
1569
Quintet Private Bank (Europe)
Luxembourg
$237K +$119K +1,670 +74%
DC
1570
Diametric Capital
Massachusetts
$237K +$281K +3,931 New
WCM
1571
Wedge Capital Management
North Carolina
$237K +$17.2K +241 +7%
PWM
1572
Power Wealth Management
Georgia
$235K +$2.64K +37 +1%
BPWM
1573
Badgley Phelps Wealth Managers
Washington
$235K -$21K -294 -7%
KMWM
1574
Keudell/Morrison Wealth Management
Oregon
$235K +$36.9K +517 +15%
VCP
1575
Verus Capital Partners
Arizona
$230K +$53K +742 +24%
61 62
63
64 65