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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1826
Farmers & Merchants Trust Company
California
$239K +$15.3K +200 +7%
CA
1827
Carson Advisory
Georgia
$239K -$7.1K -93 -3%
APIM
1828
Agate Pass Investment Management
Washington
$239K -$4.96K -65 -2%
BWM
1829
Bullock Wealth Management
Indiana
$238K +$228K +2,986 New
CWS
1830
Cypress Wealth Services
California
$237K +$10.6K +139 +5%
AWE
1831
Avidian Wealth Enterprises
Texas
$237K +$20.8K +272 +10%
ACIM
1832
Azimuth Capital Investment Management
Michigan
$237K +$16.8K +220 +8%
SIM
1833
Stratos Investment Management
Ohio
$237K -$82.4K -1,079 -27%
MW
1834
MBL Wealth
North Carolina
$236K +$6.49K +85 +3%
PRI
1835
Prepared Retirement Institute
Pennsylvania
$236K -$387K -5,062 -63%
MCWS
1836
McKinley Carter Wealth Services
West Virginia
$236K – – –
HB
1837
Horizon Bancorp
Indiana
$235K +$8.48K +111 +4%
NPT
1838
Nixon Peabody Trust
Massachusetts
$235K -$72.7K -952 -24%
HFP
1839
Holistic Financial Partners
Indiana
$235K -$19.9K -261 -8%
PGF
1840
Plan Group Financial
Oklahoma
$235K +$225K +2,944 New
SOW
1841
State of Wyoming
Wyoming
$234K -$5.27K -69 -2%
BWP
1842
BSW Wealth Partners
Colorado
$233K -$4.13K -54 -2%
MFG
1843
Magnus Financial Group
New York
$233K -$11.6K -152 -5%
HWA
1844
Heritage Wealth Advisors
Virginia
$233K -$59.3K -776 -21%
AFAS
1845
Acorn Financial Advisory Services
Virginia
$233K -$19.6K -257 -8%
TIA
1846
Tiemann Investment Advisors
California
$232K – – –
EWM
1847
Empirical Wealth Management
Washington
$232K +$15.4K +202 +7%
MTWM
1848
Masso Torrence Wealth Management
New Jersey
$232K +$222K +2,906 New
BHPW
1849
Beverly Hills Private Wealth
California
$231K +$221K +2,899 New
HA
1850
Harfst & Associates
Wyoming
$231K -$3.59K -47 -2%
72 73
74
75 76