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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1451
Monterey Private Wealth
California
$404K +$2.31K +12 +0.6%
GWM
1452
Gray Wealth Management
Maine
$403K -$961 -5 -0.3%
IF
1453
Ironwood Financial
Arizona
$402K +$338K +1,760 +1,479%
MMG
1454
Monetary Management Group
Missouri
$401K -$327K -1,700 -48%
PWPS
1455
Pinnacle Wealth Planning Services
Ohio
$401K -$12.7K -66 -3%
MIC
1456
Meridian Investment Counsel
California
$401K – – –
BO
1457
Bank OZK
Arkansas
$399K +$7.3K +38 +2%
LDB
1458
Lee, Danner & Bass
Tennessee
$398K -$64.4K -335 -15%
AF
1459
Aldebaran Financial
$398K +$14.4K +75 +4%
EWM
1460
Executive Wealth Management
Michigan
$397K +$30.2K +157 +9%
MYIA
1461
Mount Yale Investment Advisors
Colorado
$396K +$355K +1,848 New
CCB
1462
Cutter & Co Brokerage
Missouri
$394K +$19.2K +100 +6%
SC
1463
Scholtz & Company
Connecticut
$392K -$14.4K -75 -4%
RHP
1464
Royal Harbor Partners
Texas
$392K – – –
AWM
1465
AllSquare Wealth Management
New York
$391K -$82.8K -431 -19%
HIM
1466
Harbour Investment Management
Washington
$390K -$9.61K -50 -3%
GCA
1467
Gradient Capital Advisors
California
$390K -$9.42K -49 -3%
TFO
1468
Tarbox Family Office
California
$389K +$12.5K +65 +4%
WG
1469
Welch Group
Alabama
$389K +$45.8K +238 +15%
NFGCM
1470
Norman Fields Gottscho Capital Management
New York
$385K -$65.4K -340 -16%
MGIM
1471
M&G Investment Management
United Kingdom
$385K -$11.7K -61 -3%
QC
1472
QCM Cayman
Texas
$385K – – –
SSWM
1473
Smith Salley Wealth Management
North Carolina
$384K -$1.92K -10 -0.6%
CPA
1474
Court Place Advisors
Maryland
$384K – – –
CCP
1475
Cardan Capital Partners
Colorado
$384K +$961 +5 +0.3%
57 58
59
60 61