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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1576
Secure Asset Management
Michigan
$3.27M -$354K -1,941 -11%
AWM
1577
Angeles Wealth Management
California
$3.27M +$491K +2,694 +21%
IIA
1578
Integral Investment Advisors
California
$3.26M -$135K -740 -4%
MIM
1579
Morningstar Investment Management
Illinois
$3.25M -$550K -3,017 -16%
ST
1580
Somerset Trust
Pennsylvania
$3.25M +$41.6K +228 +1%
BMWM
1581
Brown Miller Wealth Management
Virginia
$3.24M -$95.2K -522 -3%
MWM
1582
Mattern Wealth Management
Kansas
$3.24M -$871K -4,775 -23%
HW
1583
HORAN Wealth
Ohio
$3.24M +$1.66M +9,086 +102%
TA
1584
TKG Advisors
Indiana
$3.24M -$396K -2,173 -12%
BP
1585
BWM Planning
Texas
$3.22M -$593K -3,252 -17%
NDSI
1586
Newman Dignan & Sheerar Inc
Rhode Island
$3.22M -$33K -181 -1%
FFG
1587
Forum Finance Group
$3.22M +$3.65M +20,020 New
GWAG
1588
Garrett Wealth Advisory Group
Texas
$3.22M +$523K +2,867 +23%
OWA
1589
Outlook Wealth Advisors
Texas
$3.21M -$12.9K -71 -0.5%
BCM
1590
Bourgeon Capital Management
Connecticut
$3.21M +$201K +1,102 +8%
PWP
1591
Precedent Wealth Partners
Texas
$3.2M -$684K -3,750 -19%
BOH
1592
Bank of Hawaii
Hawaii
$3.2M -$473K -2,593 -14%
FWM
1593
Finer Wealth Management
Massachusetts
$3.19M -$16.8K -92 -0.6%
IP
1594
Indivisible Partners
Florida
$3.19M +$510K +2,799 +22%
RCA
1595
Ranch Capital Advisors
Florida
$3.17M +$25.7K +141 +0.9%
BDS
1596
Banco de Sabadell
Florida
$3.17M +$46.1K +253 +2%
JWM
1597
Jeppson Wealth Management
California
$3.17M -$99K -543 -3%
WPW
1598
Waldron Private Wealth
Pennsylvania
$3.17M +$1.46K +8 +0.1%
ST
1599
Sentinel Trust
Texas
$3.16M – – –
TAM
1600
Todd Asset Management
Kentucky
$3.16M +$117K +641 +4%
62 63
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