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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2276
Basepoint Wealth
Iowa
$534K +$160K +3,130 +42%
RC
2277
Roundview Capital
New Jersey
$532K -$37.9K -741 -7%
SAM
2278
S.A. Mason
Michigan
$532K -$255 -5 -0%
SAM
2279
Seelaus Asset Management
New Jersey
$531K – – –
QWP
2280
Quotient Wealth Partners
Texas
$530K +$536K +10,492 New
CA
2281
Crumly & Associates
Illinois
$527K +$33.8K +662 +7%
AA
2282
Alta Advisers
United Kingdom
$525K – – –
OFG
2283
Oxford Financial Group
Indiana
$525K +$42.2K +825 +9%
ZB
2284
Zions Bancorporation
Utah
$525K -$4.65K -91 -0.9%
LA
2285
Lakeside Advisors
Washington
$524K +$307 +6 +0.1%
EIA
2286
Edgemoor Investment Advisors
Maryland
$524K +$5.11K +100 +1%
FPCP
2287
Fort Point Capital Partners
California
$523K +$7.97K +156 +2%
FF
2288
Fluent Financial
Texas
$521K -$40.7K -797 -7%
ECM
2289
EagleClaw Capital Management
Massachusetts
$521K +$40.9K +800 +8%
RFN
2290
Redwood Financial Network
Ohio
$518K -$22.6K -443 -4%
WF
2291
WoodTrust Financial
Wisconsin
$518K +$562 +11 +0.1%
SPW
2292
Sonoma Private Wealth
California
$518K -$65.3K -1,278 -11%
OP
2293
ORG Partners
Indiana
$517K +$156K +3,059 +43%
CWA
2294
Clearview Wealth Advisors
Oregon
$515K -$2.35K -46 -0.4%
KFA
2295
Kelleher Financial Advisors
New York
$515K -$344K -6,731 -40%
PWM
2296
Prentice Wealth Management
New York
$514K +$30.9K +604 +6%
KA
2297
Klingman & Associates
New York
$513K -$43.1K -843 -8%
FOA
2298
Five Oceans Advisors
California
$512K -$2.66K -52 -0.5%
MTWM
2299
Masso Torrence Wealth Management
New Jersey
$512K -$3.22K -63 -0.6%
KA
2300
Kozak & Associates
Colorado
$512K -$58.2K -1,139 -10%
90 91
92
93 94