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Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
2151
Bender Robert & Associates
California
$262K -$851 -15 -0.3%
WAM
2152
Winslow Asset Management
Ohio
$262K +$11.1K +196 +4%
LF
2153
Lee Financial
Texas
$261K +$340 +6 +0.1%
MTC
2154
McDaniel Terry & Co
Texas
$261K +$27.2K +480 +12%
PCIA
2155
Prime Capital Investment Advisors
Kansas
$257K +$248K +4,364 +2,182%
LWM
2156
Liberty Wealth Management
California
$256K +$259K +4,570 New
LIM
2157
Lathrop Investment Management
Arkansas
$255K +$29.5K +520 +13%
FBFS
2158
First Business Financial Services
Wisconsin
$255K +$257K +4,530 New
VBFP
2159
Valtinson Bruner Financial Planning
Minnesota
$255K +$257K +4,536 New
WANY
2160
Wealthspire Advisors (New York)
New York
$255K +$258K +4,543 New
EPP
2161
ETF Portfolio Partners
Kansas
$253K – – –
HCC
2162
Hirtle Callaghan & Co
Pennsylvania
$253K – – –
DIM
2163
Delta Investment Management
California
$252K +$254K +4,484 New
MFW
2164
Meristem Family Wealth
Minnesota
$250K -$145K -2,560 -37%
RIS
2165
Retirement Income Solutions
Michigan
$248K -$13.2K -232 -5%
SAM
2166
Smithbridge Asset Management
Pennsylvania
$247K +$5.96K +105 +2%
TPW
2167
Tiller Private Wealth
Pennsylvania
$246K – – –
NWM
2168
Northwest Wealth Management
Iowa
$246K +$57 +1 +0%
DIA
2169
Davidson Investment Advisors
Montana
$245K -$36.9K -650 -13%
TF
2170
Trek Financial
Arizona
$245K +$247K +4,354 New
BA
2171
Bristlecone Advisors
Washington
$243K -$46.1K -812 -16%
AW
2172
Alpha Windward
Massachusetts
$243K -$21.5K -379 -8%
SAM
2173
SP Asset Management
California
$243K +$794 +14 +0.3%
WAM
2174
Wolverine Asset Management
Illinois
$243K +$245K +4,325 New
CL
2175
CSS LLC
Illinois
$242K +$244K +4,297 New
85 86
87
88 89