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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3126
Denver Wealth Management
Colorado
$356K +$2.19K +14 +0.7%
PIFP
3127
Partners in Financial Planning
Virginia
$355K +$157 +1 +0%
HWM
3128
Heirloom Wealth Management
Colorado
$355K -$101K -643 -23%
PWM
3129
Partners Wealth Management
California
$355K -$9.24K -59 -3%
KCM
3130
Kendall Capital Management
Maryland
$354K – – –
WAM
3131
WealthTrust Asset Management
Florida
$354K -$95.3K -609 -22%
IPW
3132
Intergy Private Wealth
Colorado
$354K +$54.3K +347 +20%
IA
3133
Inspire Advisors
Idaho
$354K -$374K -2,386 -53%
CM
3134
Columbus Macro
Pennsylvania
$353K -$13.3K -85 -4%
WB
3135
West Bancorporation
Iowa
$352K – – –
GSWM
3136
Greenup Street Wealth Management
Michigan
$351K -$21.1K -135 -6%
JJBC
3137
James J. Burns & Company
New York
$351K +$6.26K +40 +2%
GC
3138
Guidance Capital
Kentucky
$351K -$16.6K -106 -4%
RIM
3139
Reliant Investment Management
Tennessee
$350K +$49.3K +315 +18%
LEA
3140
Legacy Edge Advisors
New York
$349K – – –
CBOR
3141
Community Bank of Raymore
Missouri
$349K – – –
SCA
3142
Sulzberger Capital Advisors
Florida
$349K -$11K -70 -3%
DCM
3143
Driehaus Capital Management
Illinois
$349K +$326K +2,084 New
HCM
3144
Hilton Capital Management
New York
$348K +$326K +2,083 New
GAM
3145
Gould Asset Management
California
$348K +$46K +294 +16%
RPCA
3146
Running Point Capital Advisors
California
$348K +$97.7K +624 +43%
JBA
3147
Johnson Bixby & Associates
Washington
$348K +$313 +2 +0.1%
AFW
3148
Atlantic Family Wealth
Florida
$348K +$16.3K +104 +5%
KNFPWM
3149
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$348K +$470 +3 +0.1%
SFG
3150
Sunburst Financial Group
Alabama
$348K -$4.7K -30 -1%
124 125
126
127 128