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Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
2801
Mountain Pacific Investment Advisers
Idaho
$418K – – –
TGAM
2802
TBH Global Asset Management
Tennessee
$418K +$4.38K +59 +1%
DA
2803
Dillon & Associates
Michigan
$417K – – –
MWP
2804
Madison Wealth Partners
Wisconsin
$417K -$10.9K -147 -3%
MGWM
2805
Marks Group Wealth Management
Minnesota
$417K -$44.5K -600 -10%
CCA
2806
Clearwater Capital Advisors
Illinois
$417K +$9.79K +132 +3%
CW
2807
Channel Wealth
California
$416K +$965 +13 +0.2%
UWPG
2808
Ullmann Wealth Partners Group
Florida
$416K – – –
DIP
2809
DT Investment Partners
Pennsylvania
$415K -$18K -243 -4%
MWA
2810
Martel Wealth Advisors
Washington
$413K – – –
AGC
2811
Aspen Grove Capital
Colorado
$413K – – –
AWM
2812
Austin Wealth Management
Texas
$411K +$12.4K +167 +3%
BCM
2813
Blume Capital Management
California
$411K -$12.1K -163 -3%
CSF
2814
Capital Squared Financial
Maryland
$410K +$965 +13 +0.2%
ECM
2815
EagleClaw Capital Management
Massachusetts
$410K – – –
SAM
2816
Smithbridge Asset Management
Pennsylvania
$410K +$395K +5,324 New
BW
2817
Bravera Wealth
North Dakota
$410K +$395K +5,322 New
CFG
2818
Copley Financial Group
California
$410K +$395K +5,318 New
CCA
2819
Cora Capital Advisors
New Jersey
$409K +$18K +243 +5%
SAM
2820
Stembrook Asset Management
New Jersey
$408K +$393K +5,293 New
CIA
2821
Cladis Investment Advisory
Montana
$407K – – –
HBT
2822
Heartland Bank & Trust
Illinois
$407K – – –
CIG
2823
Cascade Investment Group
Colorado
$406K – – –
AT
2824
Avalon Trust
New Mexico
$406K -$215K -2,900 -35%
MWPCG
2825
Measured Wealth Private Client Group
New Hampshire
$406K -$2.37K -32 -0.6%
111 112
113
114 115