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Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
2301
Washington Trust Bank
Washington
$911K -$21.2K -105 -2%
WI
2302
Wedgewood Investors
Pennsylvania
$909K – – –
OW
2303
Olistico Wealth
Oklahoma
$907K +$880K +4,365 New
OWA
2304
Outlook Wealth Advisors
Texas
$906K -$5.24K -26 -0.6%
FC
2305
Financial Consulate
Maryland
$906K -$189K -939 -18%
AA
2306
Aire Advisors
California
$905K -$152K -756 -15%
KCM
2307
KLK Capital Management
California
$902K +$16.1K +80 +2%
WCWM
2308
Willow Creek Wealth Management
California
$902K -$6.66K -33 -0.8%
HKAM
2309
Horizon Kinetics Asset Management
New York
$901K – – –
CAM
2310
Cozad Asset Management
Illinois
$901K – – –
EWM
2311
EPG Wealth Management
Georgia
$898K -$37.5K -186 -4%
WMP
2312
Wealth Management Partners
Arizona
$898K – – –
SWP
2313
Semus Wealth Partners
Florida
$896K +$870K +4,312 New
JSW
2314
Journey Strategic Wealth
New Jersey
$895K +$266K +1,319 +44%
CIP
2315
Convergence Investment Partners
Florida
$893K +$20.4K +101 +2%
AA
2316
Alta Advisers
United Kingdom
$893K – – –
EWA
2317
Encompass Wealth Advisors
Oregon
$890K +$89.9K +446 +12%
RWA
2318
Rainsberger Wealth Advisors
Colorado
$889K +$10.1K +50 +1%
CGFA
2319
Colton Groome Financial Advisors
North Carolina
$889K +$512K +2,541 +146%
FCB
2320
First County Bank
Connecticut
$887K +$861K +4,270 New
RHAM
2321
Round Hill Asset Management
California
$886K – – –
GIM
2322
Groesbeck Investment Management
New Jersey
$886K +$5.04K +25 +0.6%
MWAM
2323
Manhattan West Asset Management
California
$884K -$8.27K -41 -1%
VCM
2324
Versant Capital Management
Arizona
$884K – – –
KFGK
2325
Keystone Financial Group (Kentucky)
Kentucky
$884K +$70.2K +348 +9%
91 92
93
94 95