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Name Holding Trade Value Shares
Change 		Change in
Stake
PWCM
1851
Processus Wealth & Capital Management
Tennessee
$1.4M +$115K +813 +9%
TNA
1852
True North Advisors
Texas
$1.4M -$382K -2,707 -22%
MKC
1853
M. Kraus & Co
Vermont
$1.4M -$58.5K -415 -4%
TIA
1854
Trust Investment Advisors
Indiana
$1.4M -$260K -1,844 -16%
BP
1855
BWM Planning
Texas
$1.4M -$10.2K -72 -0.7%
BTC
1856
Bank & Trust Company
Illinois
$1.4M -$141 -1 -0%
SWP
1857
Strategic Wealth Partners
Ohio
$1.4M +$1.37M +9,753 New
4WM
1858
44 Wealth Management
Oregon
$1.39M +$28.2K +200 +2%
GWM
1859
Gibbs Wealth Management
Georgia
$1.39M +$203K +1,437 +17%
WAS
1860
Wealth Advisory Solutions
Indiana
$1.39M -$26.5K -188 -2%
LSA
1861
Lion Street Advisors
Texas
$1.39M +$72.9K +517 +6%
CCMW
1862
Cypress Capital Management (Wyoming)
Wyoming
$1.39M -$34.8K -247 -2%
MIM
1863
Marco Investment Management
Georgia
$1.39M – – –
TFA
1864
Transamerica Financial Advisors
Florida
$1.38M -$190K -1,349 -12%
API
1865
Asset Planning Inc
California
$1.38M +$6.63K +47 +0.5%
HWA
1866
Heritage Wealth Advisors
Virginia
$1.38M +$4.93K +35 +0.4%
SI
1867
SCP Investment
California
$1.37M -$282K -2,000 -17%
AWM
1868
Angeles Wealth Management
California
$1.37M -$95.3K -676 -7%
CWS
1869
Cypress Wealth Services
California
$1.37M -$10.2K -72 -0.7%
CWM
1870
Chemistry Wealth Management
New York
$1.37M +$788K +5,593 +142%
MSR
1871
Main Street Research
Connecticut
$1.37M -$294K -2,084 -18%
GCA
1872
Gradient Capital Advisors
California
$1.36M -$50.3K -357 -4%
TF
1873
TLWM Financial
Texas
$1.36M +$1.69K +12 +0.1%
AG
1874
AmeriFlex Group
Nevada
$1.36M -$1.34M -9,514 -50%
LSPW
1875
Lake Street Private Wealth
Illinois
$1.36M +$8.74K +62 +0.7%
73 74
75
76 77