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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1801
Pension & Wealth Management Advisors
Massachusetts
$232K -$3.4K -48 -1%
PP
1802
PDS Planning
Ohio
$232K -$17.6K -248 -7%
OHIS
1803
Oak Harvest Investment Services
Texas
$231K +$1.7K +24 +0.7%
ACM
1804
Alethea Capital Management
Washington
$230K -$539K -7,604 -70%
EWM
1805
Evermay Wealth Management
Virginia
$230K – – –
RMDI
1806
R.M. Davis Inc
Maine
$230K -$86.2K -1,216 -27%
BBNA
1807
Bremer Bank National Association
Minnesota
$229K -$64.2K -906 -22%
AWM
1808
Accurate Wealth Management
Florida
$226K +$10.5K +148 +5%
AC
1809
Apella Capital
Connecticut
$226K -$19.7K -278 -8%
BOS
1810
Bank of Stockton
California
$225K -$15.9K -225 -6%
PCG
1811
Prosperity Consulting Group
Maryland
$224K +$228K +3,214 New
AAM
1812
Aureus Asset Management
Massachusetts
$224K +$227K +3,210 New
HS
1813
Horan Securities
United States
$224K +$3.12K +44 +1%
SIG
1814
Spinnaker Investment Group
California
$224K -$26K -367 -10%
EWS
1815
Evergreen Wealth Solutions
Pennsylvania
$224K +$15.9K +225 +8%
CCFCSB
1816
Cape Cod Five Cents Savings Bank
Massachusetts
$223K +$226K +3,196 New
TFA
1817
Tranquilli Financial Advisor
New Jersey
$223K +$226K +3,189 New
BWM
1818
Baron Wealth Management
Michigan
$221K +$12.2K +172 +6%
OWP
1819
Obermeyer Wealth Partners
Colorado
$221K -$111K -1,565 -33%
CIG
1820
Cascade Investment Group
Colorado
$220K -$75.7K -1,069 -25%
RFS
1821
Retirement Financial Solutions
Tennessee
$220K -$1.21K -17 -0.5%
CBFP
1822
Cedar Brook Financial Partners
Ohio
$220K -$72.9K -1,029 -25%
FWP
1823
Falcon Wealth Planning
California
$220K +$11.9K +168 +6%
1WM
1824
1900 Wealth Management
Texas
$219K +$222K +3,140 New
TFM
1825
TFC Financial Management
Massachusetts
$219K -$51K -720 -19%
71 72
73
74 75