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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2101
Oarsman Capital
Wisconsin
$544K +$86.1K +780 +19%
NWM
2102
Northwest Wealth Management
Iowa
$543K -$22.1K -200 -4%
IDBONY
2103
Israel Discount Bank of New York
New York
$542K -$835K -7,559 -61%
ACA
2104
Aptus Capital Advisors
Alabama
$542K -$50.3K -456 -9%
DWM
2105
Dorchester Wealth Management
Quebec, Canada
$541K -$26.8K -243 -5%
CYG
2106
Clean Yield Group
Vermont
$541K -$2.76K -25 -0.5%
TWM
2107
Triton Wealth Management
Arizona
$541K +$517K +4,684 New
KMWM
2108
Keudell/Morrison Wealth Management
Oregon
$538K -$70.5K -639 -12%
GFS
2109
GYL Financial Synergies
Connecticut
$538K -$2.21K -20 -0.4%
DA
2110
Doliver Advisors
Texas
$537K +$5.96K +54 +1%
OMIC
2111
Old Mission Investment Co
Michigan
$537K +$531K +4,814 New
SFM
2112
Signet Financial Management
New Jersey
$534K -$32.5K -294 -7%
SIG
2113
Sargent Investment Group
Maryland
$534K +$27.6K +250 +6%
AIL
2114
AGF Investments LLC
Ontario, Canada
$531K -$2.07M -18,788 -80%
PCFFS
2115
Pacific Center for Financial Services
California
$530K – – –
FSG
2116
Financial Strategies Group
Michigan
$529K +$14.1K +128 +3%
FPGK
2117
Financial Partners Group (Kansas)
Kansas
$529K +$524K +4,746 New
CAM
2118
Cozad Asset Management
Illinois
$526K – – –
SSA
2119
South Street Advisors
New York
$525K – – –
RGIA
2120
Rainier Group Investment Advisory
Washington
$523K -$20.2K -183 -4%
AI
2121
ArchPoint Investors
Florida
$521K +$11K +100 +2%
TPW
2122
Tiller Private Wealth
Pennsylvania
$519K -$25.2K -228 -5%
BWA
2123
Burt Wealth Advisors
Maryland
$518K -$18.2K -165 -3%
MMG
2124
Monetary Management Group
Missouri
$518K – – –
SW
2125
SkyOak Wealth
Michigan
$518K +$25.9K +235 +5%
83 84
85
86 87