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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1751
HBW Advisory Services
California
$327K – – –
ICM
1752
IMS Capital Management
Oregon
$327K +$51.3K +450 +21%
AA
1753
Argent Advisors
Louisiana
$326K -$34.9K -306 -11%
FW
1754
FirstPurpose Wealth
Utah
$326K +$16.9K +148 +6%
AAM
1755
Aureus Asset Management
Massachusetts
$326K +$2.62K +23 +0.9%
ITIM
1756
Indiana Trust & Investment Management
Indiana
$324K – – –
CRIG
1757
Charter Research & Investment Group
Connecticut
$324K – – –
VC
1758
Vicus Capital
Pennsylvania
$324K +$290K +2,543 New
LC
1759
Lincoln Capital
Nebraska
$324K – – –
TTWM
1760
TCV Trust & Wealth Management
Virginia
$323K – – –
GC
1761
GFG Capital
Florida
$323K -$2.74K -24 -0.9%
SIC
1762
Shoker Investment Counsel
Ohio
$323K +$1.03K +9 +0.4%
T
1763
TNF
Montana
$322K -$35.7K -313 -11%
MW
1764
MBL Wealth
North Carolina
$322K -$33.8K -296 -10%
TLA
1765
Tanglewood Legacy Advisors
Texas
$321K – – –
OWA
1766
Opal Wealth Advisors
New York
$321K +$29.8K +261 +12%
TA
1767
TFB Advisors
Kansas
$320K +$293K +2,573 New
EIG
1768
Ellenbecker Investment Group
Wisconsin
$320K -$5.7K -50 -2%
SAM
1769
Strategy Asset Managers
California
$319K -$11.1K -97 -4%
FIB
1770
First Interstate Bank
Montana
$319K – – –
SAF
1771
Smith Anglin Financial
Texas
$319K +$10.4K +91 +4%
SC
1772
Shay Capital
New York
$318K +$285K +2,500 New
CFG
1773
Cooper Financial Group
California
$318K +$14.3K +125 +5%
AWC
1774
Adamsbrown Wealth Consultants
Kansas
$317K +$913 +8 +0.3%
EIA
1775
Edgemoor Investment Advisors
Maryland
$317K +$913 +8 +0.3%
69 70
71
72 73