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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2551
Pinion Investment Advisors
Kansas
$716K -$318K -1,427 -31%
CPA
2552
Cardiff Park Advisors
California
$715K – – –
KCM
2553
Kanawha Capital Management
Virginia
$715K – – –
LSA
2554
Lion Street Advisors
Texas
$715K +$105K +471 +17%
TNA
2555
True North Advisors
Texas
$715K +$61.7K +277 +10%
MC
2556
Miramar Capital
Illinois
$714K -$153K -688 -18%
ETIA
2557
Epic Trust Investment Advisors
Washington
$713K +$198K +891 +39%
FBC
2558
Fairfield, Bush & Co
Connecticut
$711K -$4.45K -20 -0.6%
SIG
2559
Sargent Investment Group
Maryland
$711K +$16K +72 +2%
PDM
2560
Penn Davis McFarland
Texas
$710K +$3.56K +16 +0.5%
IWA
2561
Intercontinental Wealth Advisors
Texas
$707K +$115K +516 +20%
MIM
2562
MTM Investment Management
South Carolina
$706K +$16.5K +74 +2%
BEW
2563
Burton Enright Welch
California
$704K +$12.2K +55 +2%
IGWM
2564
ICA Group Wealth Management
Colorado
$703K +$12K +54 +2%
SB
2565
Sunflower Bank
Texas
$702K -$2K -9 -0.3%
WMA
2566
Wealth Management Associates
New Jersey
$699K -$22.3K -100 -3%
NSB
2567
Norway Savings Bank
Maine
$697K +$3.34K +15 +0.5%
RWS
2568
Resolute Wealth Strategies
Mississippi
$696K +$687K +3,086 New
FPWM
2569
FSB Premier Wealth Management
Iowa
$696K -$108K -486 -14%
AC
2570
Annandale Capital
Texas
$695K – – –
BWA
2571
Bordeaux Wealth Advisors
California
$693K +$136K +609 +25%
AC
2572
ASB Consultores
Florida
$692K -$326K -1,463 -32%
BFA
2573
BMS Financial Advisors
South Dakota
$691K +$11.1K +50 +2%
CHP
2574
Cable Hill Partners
Oregon
$691K -$351K -1,576 -34%
TPW
2575
Transatlantique Private Wealth
New York
$691K +$80.1K +360 +13%
101 102
103
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