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Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
1751
Smith Anglin Financial
Texas
$288K +$1.16K +10 +0.4%
MIM
1752
MTM Investment Management
South Carolina
$288K – – –
TC
1753
Touchstone Capital
Pennsylvania
$288K – – –
SWM
1754
Silverlake Wealth Management
Vermont
$287K +$2.79K +24 +1%
TTWM
1755
TCV Trust & Wealth Management
Virginia
$286K +$23.2K +200 +9%
T
1756
TRUADVICE
Florida
$286K +$2.67K +23 +0.9%
MFG
1757
Monte Financial Group
Connecticut
$286K +$5.11K +44 +2%
MLA
1758
My Legacy Advisors
Oregon
$283K -$11.3K -97 -4%
IA
1759
IFG Advisory
Georgia
$283K +$274K +2,362 New
GC
1760
Gratus Capital
Georgia
$283K +$274K +2,362 New
BIM
1761
Bridgecreek Investment Management
Oklahoma
$282K +$3.71K +32 +1%
QPBE
1762
Quintet Private Bank (Europe)
Luxembourg
$282K -$150K -1,296 -35%
CF
1763
Clarity Financial
Texas
$281K -$464 -4 -0.2%
GAM
1764
Grandview Asset Management
Pennsylvania
$280K +$929 +8 +0.3%
SFS
1765
Strategic Financial Services
New York
$280K – – –
EDRIA
1766
Edmonds Duncan Registered Investment Advisors
Kansas
$279K – – –
HAIM
1767
Hunter Associates Investment Management
Pennsylvania
$278K +$929 +8 +0.3%
IWM
1768
Integris Wealth Management
California
$278K – – –
APG
1769
Abacus Planning Group
South Carolina
$277K +$5.8K +50 +2%
LA
1770
Latitude Advisors
Florida
$276K +$2.67K +23 +1%
AIM
1771
AHL Investment Management
Florida
$276K – – –
WW
1772
Waterfront Wealth
Kansas
$275K – – –
SWA
1773
Sax Wealth Advisors
New Jersey
$275K +$267K +2,296 New
PPG
1774
Peak Planning Group
Colorado
$275K -$29.7K -256 -10%
RCG
1775
Regatta Capital Group
California
$275K -$16.4K -141 -6%
69 70
71
72 73