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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2751
Investment Advisory Services
Texas
$202K +$5.23K +129 +3%
SRWM
2752
Shira Ridge Wealth Management
California
$201K +$81 +2 +0%
SWM
2753
Segment Wealth Management
Texas
$201K +$200K +4,935 New
LPT
2754
Legacy Private Trust
Wisconsin
$200K – – –
TIM
2755
Total Investment Management
Arizona
$200K +$365 +9 +0.2%
WOSD
2756
WFA of San Diego
California
$197K -$13K -320 -6%
DIP
2757
DT Investment Partners
Pennsylvania
$191K -$78.9K -1,946 -29%
AIS
2758
Advocate Investing Services
Maryland
$190K +$190K +4,672 New
SA
2759
SRH Advisors
Kansas
$188K +$85K +2,096 +83%
OSNBOA
2760
Old Second National Bank of Aurora
Illinois
$180K -$49.7K -1,226 -22%
DPW
2761
DiNuzzo Private Wealth
Pennsylvania
$180K -$892 -22 -0.5%
MTIC
2762
Missouri Trust & Investment Company
Missouri
$180K -$10.7K -263 -6%
RAM
2763
Reflection Asset Management
South Carolina
$180K +$179K +4,410 New
FFC
2764
First Financial Corp
Indiana
$178K – – –
FWA
2765
Flagship Wealth Advisors
Massachusetts
$178K -$5.35K -132 -3%
GFA
2766
Godfrey Financial Associates
New York
$175K +$174K +4,290 New
PAM
2767
Paradigm Asset Management
New York
$173K – – –
JGIA
2768
Jackson Grant Investment Advisers
Connecticut
$173K +$13.8K +340 +9%
CPG
2769
Cornerstone Planning Group
New Jersey
$173K +$175K +4,305 +5,818%
ITIM
2770
Indiana Trust & Investment Management
Indiana
$172K +$1.3K +32 +0.8%
FMTCOCP
2771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K – – –
TSMHT
2772
Thurston Springer Miller Herd & Titak
Indiana
$166K +$155K +3,828 +1,595%
BHWM
2773
Beaird Harris Wealth Management
Texas
$163K +$10.3K +255 +7%
SRCM
2774
Signature Resources Capital Management
California
$161K +$4.54K +112 +3%
HFM
2775
Hartford Financial Management
Connecticut
$160K -$6.08K -150 -4%
109 110
111
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