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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1651
Okabena Investment Services
Minnesota
$675K -$28.3K -278 -4%
CBT
1652
CoreFirst Bank & Trust
Kansas
$673K -$25.5K -250 -3%
LWM
1653
Liberty Wealth Management
California
$671K – – –
FWI
1654
Facet Wealth Inc
Maryland
$670K +$206K +2,025 +41%
NCM
1655
Neumann Capital Management
California
$670K – – –
TWP
1656
Tyche Wealth Partners
Texas
$670K +$87.8K +861 +14%
NFG
1657
Northbridge Financial Group
Florida
$670K +$38.6K +379 +6%
QC
1658
Quent Capital
New York
$667K -$4.49K -44 -0.6%
NWAG
1659
Net Worth Advisory Group
Utah
$667K -$43.6K -428 -6%
PMSA
1660
Patrick M. Sweeney & Associates
Illinois
$665K -$7.65K -75 -1%
KWS
1661
Keystone Wealth Services
California
$665K -$4.69K -46 -0.7%
GI
1662
Gradient Investments
Minnesota
$662K +$5.3K +52 +0.8%
CAG
1663
Csenge Advisory Group
Florida
$659K -$5K -49 -0.7%
KJWM
1664
Kiley Juergens Wealth Management
Washington
$659K -$34.7K -340 -5%
KJHP
1665
K.J. Harrison & Partners
Ontario, Canada
$658K -$170K -1,665 -20%
TIA
1666
Traphagen Investment Advisors
New Jersey
$658K +$2.35K +23 +0.3%
RC
1667
Reik & Co
New York
$656K -$15.1K -148 -2%
CFGW
1668
Chancellor Financial Group WB
Pennsylvania
$654K -$61.8K -606 -8%
MPPHD
1669
Maloon Powers Pitre Higgins & Dennehy
California
$651K +$690K +6,764 New
MA
1670
MCF Advisors
Kentucky
$650K -$45.1K -442 -6%
KWA
1671
Kondo Wealth Advisors
California
$650K -$5K -49 -0.7%
BIG
1672
Brookwood Investment Group
Arizona
$649K -$40.4K -396 -6%
CSC
1673
Caldwell Sutter Capital
California
$649K -$77.6K -761 -10%
VCM
1674
Versant Capital Management
Arizona
$648K +$38.1K +374 +6%
1IA
1675
1620 Investment Advisors
Massachusetts
$646K +$16K +157 +2%
65 66
67
68 69