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Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
1776
71 West Capital Partners
Massachusetts
$550K +$36.4K +357 +7%
DCM
1777
Donaldson Capital Management
Indiana
$550K +$80.7K +792 +16%
GGI
1778
Godsey & Gibb Inc
Virginia
$549K – – –
SL
1779
Sentinus LLC
Illinois
$549K +$14.4K +141 +3%
GSWM
1780
Golden State Wealth Management
California
$548K -$66.4K -651 -10%
SWM
1781
Silverlake Wealth Management
Vermont
$547K -$25.3K -248 -4%
FCA
1782
FLC Capital Advisors
California
$547K -$3.98K -39 -0.7%
TWP
1783
Triad Wealth Partners
Kansas
$546K +$247K +2,420 +77%
TCM
1784
Triumph Capital Management
Colorado
$546K -$27.9K -274 -5%
PCA
1785
Peddock Capital Advisors
Massachusetts
$545K – – –
AFM
1786
Armstrong Fleming & Moore
District of Columbia
$543K – – –
PWS
1787
Precision Wealth Strategies
Missouri
$543K -$37.8K -371 -6%
HBW
1788
Hazlett, Burt & Watson
West Virginia
$542K -$38.9K -382 -6%
OFS
1789
OneAscent Financial Services
Alabama
$542K -$54.4K -534 -9%
CWS
1790
Cypress Wealth Services
California
$542K +$10.1K +99 +2%
NCTC
1791
New Covenant Trust Company
Indiana
$541K +$24.5K +240 +4%
CWM
1792
Circle Wealth Management
New Jersey
$541K +$4.59K +45 +0.8%
RCP
1793
Rothschild Capital Partners
New York
$540K +$510 +5 +0.1%
SP
1794
SmartHarvest Portfolios
Washington
$540K +$30K +294 +6%
SC
1795
Schulhoff & Co
Ohio
$539K – – –
MLFP
1796
MPS Loria Financial Planners
Illinois
$538K +$55.5K +544 +11%
OFS
1797
Orrstown Financial Services
Pennsylvania
$537K -$25.9K -254 -4%
ACM
1798
Aurdan Capital Management
Pennsylvania
$537K -$239K -2,347 -30%
RPGK
1799
Retirement Planning Group (Kansas)
Kansas
$537K -$22.4K -220 -4%
GSIS
1800
Global Strategic Investment Solutions
Arizona
$535K -$918 -9 -0.2%
70 71
72
73 74