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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1776
Impact Partnership Wealth
Georgia
$741K -$328K -7,585 -31%
RL
1777
Rogco LP
Oklahoma
$739K -$31.3K -723 -4%
LNWTC
1778
Laird Norton Wetherby Trust Company
Washington
$737K +$737K +17,025 New
FWM
1779
Focused Wealth Management
New York
$736K -$23.1K -533 -3%
TFG
1780
Taylor Financial Group
Virginia
$733K +$2.86K +66 +0.4%
MCM
1781
Manchester Capital Management
Vermont
$733K +$49.7K +1,148 +7%
MLM
1782
Mount Lucas Management
Pennsylvania
$733K +$734K +16,941 New
NHT
1783
New Hampshire Trust
New Hampshire
$732K +$30.2K +697 +4%
HPBT
1784
Hickory Point Bank & Trust
Illinois
$732K -$3.98K -92 -0.5%
PFS
1785
Physicians Financial Services
North Carolina
$731K -$281K -6,489 -28%
EW
1786
Elyxium Wealth
California
$730K +$313K +7,226 +75%
OIM
1787
Oder Investment Management
California
$725K +$6.28K +145 +0.9%
SMFG
1788
Sumitomo Mitsui Financial Group
Japan
$722K -$5.89K -136 -0.8%
MBTD
1789
Mechanics Bank - Trust Department
California
$722K -$494K -11,402 -41%
CWM
1790
Chesapeake Wealth Management
Virginia
$721K -$33.6K -775 -4%
PWPS
1791
Pinnacle Wealth Planning Services
Ohio
$716K -$40K -923 -5%
PG
1792
Proffitt & Goodson
Tennessee
$716K +$13.8K +318 +2%
CCM
1793
Cobler Capital Management
Kansas
$715K +$724K +16,721 New
CWG
1794
Cornerstone Wealth Group
North Carolina
$712K +$104K +2,395 +17%
MWM
1795
MOKAN Wealth Management
Kansas
$711K +$60.8K +1,405 +9%
CFG
1796
Certior Financial Group
Pennsylvania
$711K +$5.15K +119 +0.7%
VH
1797
Visionary Horizons
Tennessee
$709K -$135K -3,113 -16%
LD
1798
Lipe & Dalton
New York
$709K – – –
BCG
1799
Breakwater Capital Group
New Jersey
$707K +$64.7K +1,493 +10%
OHWA
1800
Oak Hill Wealth Advisors
Virginia
$706K +$92.7K +2,141 +15%
70 71
72
73 74