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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1676
Horst & Graben Wealth Management
Oregon
$310K +$1.22K +10 +0.4%
DWM
1677
Denver Wealth Management
Colorado
$310K +$9.97K +82 +3%
OHWP
1678
Oak Harbor Wealth Partners
North Carolina
$309K – – –
WA
1679
WP Advisors
California
$308K -$20.7K -170 -6%
PMG
1680
ProVise Management Group
Florida
$307K +$62.1K +511 +24%
SMG
1681
Smart Money Group
Texas
$307K +$1.34K +11 +0.4%
T
1682
TNF
Montana
$306K +$10.1K +83 +3%
TSW
1683
Thompson Siegel & Walmsley
Virginia
$305K – – –
SNBOSCI
1684
Security National Bank of Sioux City Iowa
Iowa
$303K +$312K +2,565 New
IA
1685
Insight Advisors
Pennsylvania
$302K -$52.8K -434 -14%
BFM
1686
Boston Financial Management
Massachusetts
$302K +$30.4K +250 +11%
MIM
1687
Merrion Investment Management
New Jersey
$301K – – –
SDH
1688
Sloy Dahl & Holst
Washington
$300K – – –
CWP
1689
Capital Wealth Planning
Florida
$299K – – –
JSW
1690
Journey Strategic Wealth
New Jersey
$298K +$307K +2,526 New
TLA
1691
Tanglewood Legacy Advisors
Texas
$298K +$307K +2,524 New
AIA
1692
AIMZ Investment Advisors
California
$297K – – –
SC
1693
Schubert & Co
Texas
$296K -$15.8K -130 -5%
TTWM
1694
TCV Trust & Wealth Management
Virginia
$296K -$75.1K -618 -20%
MCM
1695
Monarch Capital Management
Indiana
$295K – – –
HCM
1696
Hollencrest Capital Management
California
$295K -$32.8K -270 -10%
HAM
1697
Hedges Asset Management
Nevada
$295K -$12.2K -100 -4%
SAM
1698
Strategy Asset Managers
California
$295K +$243 +2 +0.1%
FFN
1699
Focus Financial Network
Minnesota
$295K -$42.3K -348 -12%
PIP
1700
Peachtree Investment Partners
Florida
$293K +$302K +2,487 New
66 67
68
69 70