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Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1676
Peak Planning Group
Colorado
$312K -$4.38K -36 -1%
OFG
1677
OmniStar Financial Group
North Carolina
$311K +$3.89K +32 +1%
WCG
1678
Weaver Consulting Group
California
$311K -$25K -206 -7%
CSB
1679
City State Bank
Iowa
$310K -$365 -3 -0.1%
HGWM
1680
Horst & Graben Wealth Management
Oregon
$310K +$1.22K +10 +0.4%
DWM
1681
Denver Wealth Management
Colorado
$310K +$9.97K +82 +3%
OHWP
1682
Oak Harbor Wealth Partners
North Carolina
$309K – – –
WA
1683
WP Advisors
California
$308K -$20.7K -170 -6%
PMG
1684
ProVise Management Group
Florida
$307K +$62.1K +511 +24%
SMG
1685
Smart Money Group
Texas
$307K +$1.34K +11 +0.4%
T
1686
TNF
Montana
$306K +$10.1K +83 +3%
TSW
1687
Thompson Siegel & Walmsley
Virginia
$305K – – –
SNBOSCI
1688
Security National Bank of Sioux City Iowa
Iowa
$303K +$312K +2,565 New
IA
1689
Insight Advisors
Pennsylvania
$302K -$52.8K -434 -14%
BFM
1690
Boston Financial Management
Massachusetts
$302K +$30.4K +250 +11%
MIM
1691
Merrion Investment Management
New Jersey
$301K – – –
SDH
1692
Sloy Dahl & Holst
Washington
$300K – – –
CWP
1693
Capital Wealth Planning
Florida
$299K – – –
JSW
1694
Journey Strategic Wealth
New Jersey
$298K +$307K +2,526 New
TLA
1695
Tanglewood Legacy Advisors
Texas
$298K +$307K +2,524 New
AIA
1696
AIMZ Investment Advisors
California
$297K – – –
SC
1697
Schubert & Co
Texas
$296K -$15.8K -130 -5%
TTWM
1698
TCV Trust & Wealth Management
Virginia
$296K -$75.1K -618 -20%
MCM
1699
Monarch Capital Management
Indiana
$295K – – –
HCM
1700
Hollencrest Capital Management
California
$295K -$32.8K -270 -10%
66 67
68
69 70