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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2076
Pinnacle Advisory Group
Maryland
$215K +$210K +3,973 New
RBFC
2077
Roman Butler Fullerton & Co
Missouri
$215K +$210K +3,979 New
ASBI
2078
American State Bank (Iowa)
Iowa
$214K +$46.9K +888 +29%
TWP
2079
Treybourne Wealth Planners
Indiana
$213K – – –
WBG
2080
Wharton Business Group
Pennsylvania
$213K +$1.85K +35 +0.9%
HGWM
2081
Horst & Graben Wealth Management
Oregon
$213K +$208K +3,928 New
BWG
2082
Beta Wealth Group
California
$213K +$208K +3,932 New
BWM
2083
Bulltick Wealth Management
Florida
$211K +$206K +3,905 New
TI
2084
tru Independence
Oregon
$211K -$277K -5,245 -57%
BA
2085
Bridge Advisory
California
$211K -$130K -2,453 -39%
EW
2086
Element Wealth
Mississippi
$210K +$158 +3 +0.1%
EBSAM
2087
Eubel Brady & Suttman Asset Management
Ohio
$210K +$206K +3,890 New
PIA
2088
Perennial Investment Advisors
California
$209K -$5.97K -113 -3%
HWMG
2089
Hurlow Wealth Management Group
Indiana
$209K +$204K +3,859 New
PWM
2090
PRW Wealth Management
Massachusetts
$208K -$120K -2,263 -37%
SN
2091
Sittner & Nelson
Oregon
$208K -$4.97K -94 -2%
CHA
2092
Cooper/Haims Advisors
New York
$207K +$202K +3,819 New
CWM
2093
Cabot Wealth Management
Massachusetts
$207K +$202K +3,822 New
PCMC
2094
Private Capital Management (Colorado)
Colorado
$205K +$200K +3,780 New
GWA
2095
GGM Wealth Advisors
Maryland
$204K +$192K +3,641 New
JHCP
2096
Jackson Hole Capital Partners
Oklahoma
$204K +$199K +3,768 New
AI
2097
AXS Investments
New York
$204K +$200K +3,779 New
HCM
2098
Hollencrest Capital Management
California
$203K -$55.8K -1,057 -22%
BA
2099
Ballast Advisors
Minnesota
$203K +$198K +3,744 New
SIA
2100
Soltis Investment Advisors
Utah
$202K -$287K -5,434 -59%
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