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Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
1801
First PREMIER Bank
South Dakota
$786K +$14.1K +294 +2%
TCPWM
1802
Traverso Chambers Private Wealth Management
California
$786K +$69K +1,442 +8%
KIC
1803
Kensington Investment Counsel
California
$785K -$29.2K -610 -3%
AAMC
1804
Asset Allocation & Management Company
Illinois
$784K -$119K -2,495 -12%
TW
1805
TrinityPoint Wealth
Connecticut
$783K -$33.2K -694 -4%
SMC
1806
Smith, Moore & Co
Missouri
$782K +$1.1K +23 +0.1%
DG
1807
DMC Group
Alabama
$782K +$67.3K +1,405 +8%
FFWA
1808
FRG Family Wealth Advisors
Washington
$780K – – –
GCM
1809
Galibier Capital Management
Ontario, Canada
$777K – – –
PCM
1810
Pointe Capital Management
Michigan
$776K – – –
GPA
1811
Garrison Point Advisors
California
$773K – – –
ZF
1812
Zhang Financial
Michigan
$771K +$251K +5,242 +41%
BHA
1813
Beech Hill Advisors
New York
$770K -$1.67M -34,808 -66%
CHP
1814
Cable Hill Partners
Oregon
$768K -$56.4K -1,179 -6%
KIG
1815
Kowal Investment Group
Wisconsin
$768K +$216K +4,506 +33%
BFA
1816
Beacon Financial Advisory
Ohio
$767K -$1K -21 -0.1%
APWM
1817
Atlas Private Wealth Management
New York
$767K +$957 +20 +0.1%
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$766K -$59.4K -1,241 -6%
MF
1819
Meridian Financial
Massachusetts
$765K -$38.2K -799 -4%
TLCM
1820
Twin Lakes Capital Management
California
$761K -$28.3K -592 -3%
CFO
1821
CVA Family Office
Colorado
$761K +$52.7K +1,100 +7%
RB
1822
Renasant Bank
Mississippi
$758K -$238K -4,968 -22%
SRC
1823
Sage Rhino Capital
California
$757K -$6.7K -140 -0.8%
IWA
1824
IVC Wealth Advisors
Pennsylvania
$757K +$35.1K +733 +4%
RFG
1825
Range Financial Group
Oregon
$756K +$50.3K +1,051 +6%
71 72
73
74 75