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Name Holding Trade Value Shares
Change 		Change in
Stake
LG
4726
LAM Group
Oregon
$851K +$223 +1 +0%
AWP
4727
Avid Wealth Partners
Texas
$851K +$81.5K +365 +11%
LWM
4728
Luminvest Wealth Management
Arizona
$850K -$25.5K -114 -3%
LWA
4729
Lowe Wealth Advisors
Maryland
$849K +$37.7K +169 +5%
HIA
4730
Harvest Investment Advisors
Florida
$849K -$1.46M -6,551 -64%
HWM
4731
Horizons Wealth Management
North Carolina
$846K -$42.7K -191 -5%
ACM
4732
Anfield Capital Management
California
$844K +$33.7K +151 +4%
TC
4733
TAGStone Capital
North Carolina
$843K +$260K +1,163 +47%
MLIC
4734
Mandatum Life Insurance Company
Finland
$843K -$70.6K -316 -8%
WG
4735
Watchman Group
Texas
$842K -$4.02K -18 -0.5%
WIC
4736
Whitegate Investment Counselors
New Hampshire
$840K +$893 +4 +0.1%
EAM
4737
Everstar Asset Management
North Carolina
$839K +$804K +3,602 New
HFS
4738
Horizon Financial Services
North Carolina
$838K -$55.8K -250 -7%
WRM
4739
Weybosset Research & Management
Rhode Island
$836K -$39.1K -175 -5%
SFMG
4740
Sage Financial Management Group
Virginia
$834K – – –
SW
4741
Schulz Wealth
Texas
$832K – – –
DP
4742
Denver PWM
Colorado
$826K -$135K -604 -15%
OCFG
4743
O'Connor Financial Group
Illinois
$824K +$13.6K +61 +2%
PSB
4744
Passumpsic Savings Bank
Vermont
$822K +$67.7K +303 +9%
WH
4745
Whitcomb & Hess
Ohio
$819K -$6.03K -27 -0.8%
TFG
4746
Team Financial Group
California
$817K +$3.35K +15 +0.4%
PM
4747
Phraction Management
Connecticut
$816K -$22.3K -100 -3%
HCRE
4748
Hoya Capital Real Estate
Connecticut
$816K – – –
SBCM
4749
Silverberg Bernstein Capital Management
New York
$816K – – –
IAA
4750
Ironsides Asset Advisors
North Carolina
$815K +$292K +1,307 +60%
188 189
190
191 192