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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1726
Forvis Mazars Wealth Advisors
Missouri
$309K -$109K -288 -20%
AWM
1727
Avior Wealth Management
Nebraska
$308K -$806K -2,130 -65%
VC
1728
Veracity Capital
Georgia
$308K -$18.2K -48 -4%
JSW
1729
Journey Strategic Wealth
New Jersey
$308K +$187K +493 +79%
NIM
1730
NuWave Investment Management
New Jersey
$308K +$407K +1,076 +2,445%
OCM
1731
One Capital Management
California
$304K -$19.3K -51 -4%
CL
1732
CSS LLC
Illinois
$303K +$416K +1,100 New
CWM
1733
Cornerstone Wealth Management
Missouri
$302K +$193K +511 +87%
HIA
1734
Harbor Investment Advisory
Maryland
$301K -$446K -1,178 -52%
GAB
1735
German American Bancorp
Indiana
$301K – – –
PHIC
1736
Pine Haven Investment Counsel
Massachusetts
$301K – – –
HHGA
1737
Halbert Hargrove Global Advisors
California
$301K +$757 +2 +0.2%
ATC
1738
Adirondack Trust Company
New York
$299K +$15.9K +42 +4%
BIA
1739
Bigelow Investment Advisors
Maine
$299K +$62.4K +165 +18%
HW
1740
Hamilton Wealth
California
$299K +$107K +284 +35%
TP
1741
Tranquility Partners
Tennessee
$298K +$378 +1 +0.1%
VCM
1742
Vigilant Capital Management
Maine
$298K +$118K +313 +41%
EWM
1743
Evermay Wealth Management
Virginia
$297K – – –
VWM
1744
Vigilare Wealth Management
Arizona
$293K -$87.8K -232 -18%
IGWM
1745
ICA Group Wealth Management
Colorado
$293K +$22.7K +60 +6%
ZF
1746
Zhang Financial
Michigan
$293K +$75.7K +200 +23%
NGA
1747
Naples Global Advisors
Florida
$292K +$108K +286 +37%
WHCI
1748
W.H. Cornerstone Investments
Massachusetts
$292K +$388K +1,026 New
BZWA
1749
Blue Zone Wealth Advisors
California
$291K -$77.2K -204 -16%
GTAM
1750
Global Trust Asset Management
Florida
$291K -$15.9K -42 -4%
68 69
70
71 72