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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1601
Baker Tilly Wealth Management
Wisconsin
$892K -$1.9M -47,260 -69%
SAM
1602
Sawgrass Asset Management
Florida
$889K +$10.1K +250 +1%
FTIS
1603
First Trust Investment Solutions
Florida
$889K -$705K -17,497 -45%
VNA
1604
Valley National Advisers
Pennsylvania
$886K -$9.67K -240 -1%
DBRC
1605
D.B. Root & Company
Pennsylvania
$881K -$404K -10,033 -32%
BMWM
1606
Brown Miller Wealth Management
Virginia
$880K +$7.58K +188 +0.9%
BTI
1607
Blue Trust Inc
Georgia
$879K +$145K +3,607 +21%
RWP
1608
Ridgecrest Wealth Partners
California
$878K -$60.6K -1,503 -7%
SMH
1609
Sanders Morris Harris
Texas
$877K – – –
VH
1610
Visionary Horizons
Tennessee
$876K -$30.6K -760 -3%
FB
1611
First Bancorp
Maine
$875K +$130K +3,236 +18%
RA
1612
Ransom Advisory
Rhode Island
$874K +$24.2K +600 +3%
CPSAC
1613
Chas P. Smith & Associates (CPS)
Florida
$873K -$39.1K -969 -4%
GCIM
1614
Gunn & Company Investment Management
Florida
$873K +$853K +21,168 New
MWS
1615
Maxwell Wealth Strategies
California
$873K +$1.61K +40 +0.2%
WFA
1616
WMG Financial Advisors
Tennessee
$872K -$603K -14,966 -41%
JWM
1617
JGP Wealth Management
Oregon
$871K -$484 -12 -0.1%
FRA
1618
Front Row Advisors
California
$870K -$14K -347 -2%
WG
1619
Wealth Group
North Carolina
$870K -$33.3K -827 -4%
SDH
1620
Sloy Dahl & Holst
Washington
$865K – – –
I
1621
INVST
Indiana
$864K -$28.6K -709 -3%
BIG
1622
Boothe Investment Group
Delaware
$864K -$7.66K -190 -0.9%
BCM
1623
Birmingham Capital Management
Alabama
$864K +$9.59K +238 +1%
PL
1624
Plancorp LLC
Missouri
$862K +$6.85K +170 +0.8%
EI
1625
Ellevest Inc
New York
$861K +$4.55K +113 +0.5%
63 64
65
66 67