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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1726
Clear Creek Financial Management
Washington
$289K +$66.8K +875 +32%
PMFA
1727
Plante Moran Financial Advisors
Michigan
$289K +$76.3K +999 +38%
AWM
1728
Aprio Wealth Management
Georgia
$289K -$24.8K -325 -8%
CA
1729
CoreCap Advisors
Michigan
$288K +$42K +550 +18%
PB
1730
Pinnacle Bancorp
Nebraska
$288K – – –
OCM
1731
Orion Capital Management
California
$287K -$143K -1,874 -34%
APWM
1732
Atlas Private Wealth Management
New York
$287K -$45.5K -595 -14%
MSFP
1733
Mark Sheptoff Financial Planning
Connecticut
$285K -$7.64K -100 -3%
PWM
1734
Partnership Wealth Management
Maryland
$285K -$16.9K -221 -6%
OHIS
1735
Oak Harvest Investment Services
Texas
$285K +$23.1K +302 +9%
SVWAG
1736
Sound View Wealth Advisors Group
Georgia
$284K -$4.13K -54 -1%
GPWA
1737
Great Point Wealth Advisors
Massachusetts
$282K – – –
IAG
1738
Investment Advisory Group
Massachusetts
$281K +$764 +10 +0.3%
FNBSF
1739
First National Bank Sioux Falls
South Dakota
$281K +$9.01K +118 +3%
HCA
1740
Heck Capital Advisors
Wisconsin
$279K +$3.21K +42 +1%
FSA
1741
Financial Sense Advisors
California
$279K – – –
SFG
1742
Sather Financial Group
Texas
$279K – – –
GAM
1743
Grandview Asset Management
Pennsylvania
$279K +$76 +1 +0%
SAI
1744
Savvy Advisors Inc
New York
$278K +$266K +3,486 New
MSG
1745
Main Street Group
Virginia
$278K +$207K +2,712 +349%
OA
1746
Operose Advisors
Wisconsin
$277K +$5.96K +78 +2%
BFG
1747
Berger Financial Group
Minnesota
$277K +$48.2K +631 +22%
BOS
1748
Bank of Stockton
California
$277K +$11.5K +150 +5%
PA
1749
Procyon Advisors
Connecticut
$276K -$17.2K -225 -6%
SFM
1750
Signet Financial Management
New Jersey
$275K -$15.4K -202 -6%
68 69
70
71 72