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Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
1726
New Insight Wealth Advisors
California
$290K -$155K -2,024 -36%
CCFM
1727
Clear Creek Financial Management
Washington
$289K +$66.8K +875 +32%
PMFA
1728
Plante Moran Financial Advisors
Michigan
$289K +$76.3K +999 +38%
AWM
1729
Aprio Wealth Management
Georgia
$289K -$24.8K -325 -8%
CA
1730
CoreCap Advisors
Michigan
$288K +$42K +550 +18%
PB
1731
Pinnacle Bancorp
Nebraska
$288K – – –
OCM
1732
Orion Capital Management
California
$287K -$143K -1,874 -34%
APWM
1733
Atlas Private Wealth Management
New York
$287K -$45.5K -595 -14%
MSFP
1734
Mark Sheptoff Financial Planning
Connecticut
$285K -$7.64K -100 -3%
PWM
1735
Partnership Wealth Management
Maryland
$285K -$16.9K -221 -6%
OHIS
1736
Oak Harvest Investment Services
Texas
$285K +$23.1K +302 +9%
SVWAG
1737
Sound View Wealth Advisors Group
Georgia
$284K -$4.13K -54 -1%
GPWA
1738
Great Point Wealth Advisors
Massachusetts
$282K – – –
IAG
1739
Investment Advisory Group
Massachusetts
$281K +$764 +10 +0.3%
FNBSF
1740
First National Bank Sioux Falls
South Dakota
$281K +$9.01K +118 +3%
HCA
1741
Heck Capital Advisors
Wisconsin
$279K +$3.21K +42 +1%
FSA
1742
Financial Sense Advisors
California
$279K – – –
SFG
1743
Sather Financial Group
Texas
$279K – – –
GAM
1744
Grandview Asset Management
Pennsylvania
$279K +$76 +1 +0%
SAI
1745
Savvy Advisors Inc
New York
$278K +$266K +3,486 New
MSG
1746
Main Street Group
Virginia
$278K +$207K +2,712 +349%
OA
1747
Operose Advisors
Wisconsin
$277K +$5.96K +78 +2%
BFG
1748
Berger Financial Group
Minnesota
$277K +$48.2K +631 +22%
BOS
1749
Bank of Stockton
California
$277K +$11.5K +150 +5%
PA
1750
Procyon Advisors
Connecticut
$276K -$17.2K -225 -6%
68 69
70
71 72