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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2201
Defined Wealth Management
Oregon
$496K +$227 +2 +0%
WC
2202
Whitney & Co
New York
$493K -$2.73K -24 -0.6%
MSCM
2203
McElhenny Sheffield Capital Management
Texas
$492K -$86.9K -765 -15%
FIB
2204
First Interstate Bank
Montana
$492K -$2.95K -26 -0.6%
VC
2205
Veracity Capital
Georgia
$489K +$104K +912 +28%
DP
2206
DDD Partners
Washington
$489K +$473K +4,166 New
WBCM
2207
Wilson & Boucher Capital Management
California
$488K +$473K +4,160 New
HWM
2208
Hohimer Wealth Management
Washington
$487K -$95.9K -844 -17%
PP
2209
PDS Planning
Ohio
$487K -$35.7K -314 -7%
TIM
2210
Tevis Investment Management
Texas
$487K +$469K +4,131 New
P
2211
&Partners
Tennessee
$484K +$23.2K +204 +5%
VIM
2212
Vista Investment Management
Pennsylvania
$483K +$341 +3 +0.1%
MCM
2213
Maple Capital Management
Vermont
$481K -$319K -2,808 -41%
CRIG
2214
Charter Research & Investment Group
Connecticut
$481K – – –
PAS
2215
Professional Advisory Services
Florida
$481K – – –
WBC
2216
West Branch Capital
Massachusetts
$481K +$64.4K +567 +16%
CAM
2217
Cidel Asset Management
Ontario, Canada
$481K +$466K +4,100 New
LPIC
2218
LeJeune Puetz Investment Counsel
Michigan
$478K -$5.11K -45 -1%
TWM
2219
Tanager Wealth Management
United Kingdom
$478K +$463K +4,076 New
LWP
2220
Lumature Wealth Partners
Georgia
$477K -$2.84K -25 -0.6%
EIA
2221
Edgemoor Investment Advisors
Maryland
$476K – – –
SC
2222
Steph & Co
Wisconsin
$476K +$49.9K +439 +12%
PFA
2223
Pure Financial Advisors
California
$475K +$33.2K +292 +8%
BRC
2224
Bell Rock Capital
Delaware
$475K +$444K +3,912 New
SCA
2225
SMH Capital Advisors
Texas
$474K +$5.45K +48 +1%
87 88
89
90 91