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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1676
Trueblood Wealth Management
Ohio
$2.37M +$14.3K +77 +0.5%
BB
1677
Berkshire Bank
Massachusetts
$2.37M -$147K -790 -5%
SWA
1678
Stratos Wealth Advisors
Ohio
$2.37M +$137K +737 +5%
RFA
1679
Resurgent Financial Advisors
Georgia
$2.37M +$265K +1,423 +11%
PTC
1680
Philadelphia Trust Company
Pennsylvania
$2.36M +$7.45K +40 +0.3%
PCA
1681
Purkiss Capital Advisors
Connecticut
$2.36M +$39.3K +211 +2%
SFG
1682
Seamount Financial Group
Colorado
$2.36M +$45.4K +244 +2%
TWM
1683
Tumwater Wealth Management
Idaho
$2.35M +$931 +5 +0%
CWAG
1684
Compton Wealth Advisory Group
Virginia
$2.35M +$6.14K +33 +0.2%
AAM
1685
Alphadyne Asset Management
New York
$2.34M +$2.63M +14,145 New
VWM
1686
VCI Wealth Management
Missouri
$2.34M +$562K +3,020 +27%
OWM
1687
Orca Wealth Management
Florida
$2.34M -$8.93K -48 -0.3%
PWAM
1688
Pinnacle West Asset Management
Wyoming
$2.34M -$22.3K -120 -0.8%
CWM
1689
CMH Wealth Management
New Hampshire
$2.33M +$122K +656 +5%
WTB
1690
Washington Trust Bank
Washington
$2.33M -$45.6K -245 -2%
PPA
1691
Painted Porch Advisors
California
$2.33M – – –
EI
1692
EDMP Inc
Florida
$2.33M -$8.93K -48 -0.3%
PBC
1693
Pavion Blue Capital
California
$2.32M – – –
CFG
1694
Capital Financial Group
Colorado
$2.32M +$142K +763 +6%
UCI
1695
Uncommon Cents Investing
Wisconsin
$2.31M +$27.9K +150 +1%
ODE
1696
O'Domhnaill Enterprises
Wyoming
$2.3M +$338K +1,816 +15%
TIA
1697
Traphagen Investment Advisors
New Jersey
$2.3M -$93.1K -500 -3%
EWM
1698
Evergreen Wealth Management
Michigan
$2.29M +$76.7K +412 +3%
CCWM
1699
Correct Capital Wealth Management
Missouri
$2.29M -$27.9K -150 -1%
FSWA
1700
Financial Synergies Wealth Advisors
Texas
$2.29M -$419K -2,250 -14%
66 67
68
69 70