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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
2376
First Western Trust Bank
Colorado
$311K -$18.3K -383 -5%
WG
2377
Watchman Group
Texas
$311K -$17.7K -370 -5%
FDCC
2378
Foster Dykema Cabot & Co
Massachusetts
$311K -$6.65K -139 -2%
MF
2379
Manchester Financial
California
$311K +$167K +3,484 +92%
OWA
2380
One Wealth Advisors
California
$309K +$5.17K +108 +2%
LCM
2381
Lewis Capital Management
California
$309K +$48.9K +1,021 +16%
XWM
2382
Xcel Wealth Management
Florida
$308K -$18.1K -378 -5%
MTIC
2383
Missouri Trust & Investment Company
Missouri
$306K +$74.9K +1,565 +28%
PFA
2384
Pathway Financial Advisors
Vermont
$306K +$96.9K +2,025 +39%
C
2385
Certuity
Florida
$305K -$102K -2,127 -23%
TP
2386
Tranquility Partners
Tennessee
$305K – – –
CA
2387
Calton & Associates
Florida
$304K -$85.5K -1,787 -20%
HC
2388
Hamilton Capital
Ohio
$304K -$18.7K -391 -5%
CIC
2389
Chase Investment Counsel
Virginia
$304K +$30.3K +632 +10%
JF
2390
JSF Financial
California
$303K -$2.82K -59 -0.8%
CCA
2391
Cottonwood Capital Advisors
Utah
$302K -$2.78K -58 -0.8%
TFO
2392
Tarbox Family Office
California
$302K +$40.2K +840 +13%
APW
2393
Acima Private Wealth
Virginia
$300K – – –
WDL
2394
Well Done LLC
Michigan
$300K +$29.7K +620 +10%
CIA
2395
Cladis Investment Advisory
Montana
$300K +$21.6K +451 +7%
NCM
2396
Northwest Capital Management
Oregon
$299K -$6.37K -133 -2%
LA
2397
Lakeside Advisors
Washington
$299K +$9.81K +205 +3%
CWM
2398
Curi Wealth Management
North Carolina
$299K +$92.3K +1,929 +38%
SFG
2399
Sather Financial Group
Texas
$298K – – –
CMI
2400
Clare Market Investments
Texas
$297K -$23.8K -498 -7%
94 95
96
97 98