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Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
1876
Hirtle Callaghan & Co
Pennsylvania
$274K – – –
ATI
1877
ARK & TLK Investments
Oklahoma
$274K – – –
MWA
1878
Muirfield Wealth Advisors
North Carolina
$274K +$31.6K +267 +11%
CSB
1879
City State Bank
Iowa
$273K -$8.06K -68 -3%
OWA
1880
Opal Wealth Advisors
New York
$273K +$711 +6 +0.2%
SDH
1881
Sloy Dahl & Holst
Washington
$273K – – –
CC
1882
Commons Capital
Massachusetts
$273K +$1.54K +13 +0.5%
RPCONE
1883
Retirement Planning Company of New England
Rhode Island
$273K +$474 +4 +0.2%
AAS
1884
AdviceOne Advisory Services
Connecticut
$273K +$1.9K +16 +0.6%
HKAM
1885
Horizon Kinetics Asset Management
New York
$272K -$23.2K -196 -7%
TIM
1886
Tevis Investment Management
Texas
$271K -$23.2K -196 -7%
MA
1887
Montag & Associates
Georgia
$271K – – –
AOWM
1888
Alpha Omega Wealth Management
Virginia
$270K -$27K -228 -8%
FMN
1889
Financial Management Network
California
$270K +$237 +2 +0.1%
RFM
1890
Royal Fund Management
Florida
$269K +$948 +8 +0.3%
NC
1891
NovaPoint Capital
Georgia
$269K +$307K +2,587 New
RGC
1892
Roberts, Glore & Co
Illinois
$269K -$23.7K -200 -7%
WCA
1893
Westover Capital Advisors
Delaware
$268K – – –
BWS
1894
Buck Wealth Strategies
Colorado
$267K +$304K +2,566 New
WI
1895
WrapManager Inc
California
$266K +$304K +2,563 New
WCM
1896
Wedge Capital Management
North Carolina
$266K -$15.8K -133 -5%
TC
1897
Trust Company
Kansas
$266K -$49.3K -416 -14%
WA1
1898
Wimmer Associates 1
California
$266K – – –
SMBT
1899
Southern Michigan Bank & Trust
Michigan
$265K -$36.3K -306 -11%
OBWG
1900
Onyx Bridge Wealth Group
New York
$265K -$10.2K -86 -3%
74 75
76
77 78