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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1526
Tempus Wealth Planning
California
$575K +$106K +1,267 +20%
AC
1527
Abbrea Capital
California
$574K -$1.68K -20 -0.3%
BHWM
1528
Bar Harbor Wealth Management
New Hampshire
$570K -$6.84M -81,570 -91%
WHCI
1529
W.H. Cornerstone Investments
Massachusetts
$570K +$38.5K +459 +6%
SF
1530
Symphony Financial
Texas
$565K -$18.4K -220 -3%
AWM
1531
Aries Wealth Management
Maine
$565K – – –
AFG
1532
Atomi Financial Group
New York
$565K +$637K +7,601 New
NHC
1533
Nicholas Hoffman & Company
Georgia
$564K +$42.9K +511 +7%
TF
1534
Threadgill Financial
Texas
$563K +$635K +7,571 New
HWP
1535
Highline Wealth Partners
California
$562K -$84 -1 -0%
ACM
1536
Acrisure Capital Management
Texas
$559K +$330K +3,933 +110%
LFM
1537
LGT Fund Management
Liechtenstein
$557K – – –
DLG
1538
Daniel L. Goodwin
$557K – – –
BIA
1539
Benchmark Investment Advisors
Illinois
$557K -$839 -10 -0.1%
ACA
1540
Aptus Capital Advisors
Alabama
$554K +$68.6K +818 +12%
VT
1541
Vise Technologies
New York
$553K +$148K +1,760 +31%
FAIM
1542
Financial Advocates Investment Management
Washington
$552K -$155K -1,853 -20%
GLR
1543
Great Lakes Retirement
Ohio
$551K +$38.5K +459 +7%
CRWM
1544
Castle Rock Wealth Management
California
$551K +$81.5K +972 +14%
NL
1545
NWAM LLC
Washington
$542K +$5.62K +67 +0.9%
BHA
1546
Beech Hill Advisors
New York
$542K – – –
CNBTD
1547
Citizens National Bank Trust Department
Mississippi
$539K -$839 -10 -0.1%
HI
1548
Horizon Investments
North Carolina
$537K -$1.41M -16,763 -70%
AC
1549
Avestar Capital
New York
$535K -$107K -1,272 -15%
WPC
1550
Wedmont Private Capital
Pennsylvania
$532K -$240K -2,857 -29%
60 61
62
63 64