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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2201
Orca Investment Management
Oregon
$548K -$19.4K -186 -4%
SDH
2202
Sloy Dahl & Holst
Washington
$547K -$1.04K -10 -0.2%
OL
2203
Optas LLC
Texas
$547K +$132K +1,264 +39%
RVPG
2204
Relative Value Partners Group
$547K -$5.22K -50 -0.9%
CWP
2205
CFM Wealth Partners
Texas
$546K -$437K -4,183 -48%
HB
2206
HTLF Bank
Colorado
$545K -$48.8K -467 -9%
BFC
2207
Blue Fin Capital
Rhode Island
$544K -$146K -1,398 -24%
LA
2208
LVW Advisors
New York
$543K +$42.1K +403 +10%
BHPW
2209
Beverly Hills Private Wealth
California
$542K -$16.4K -157 -3%
MLFP
2210
MPS Loria Financial Planners
Illinois
$542K -$15K -144 -3%
SHFP
2211
Second Half Financial Partners
Florida
$540K -$209 -2 -0%
CASC
2212
Coppell Advisory Solutions Corp
Texas
$540K +$461K +4,410 New
AFPL
2213
Advus Financial Partners, LLC
Florida
$539K +$4.28K +41 +0.9%
GSAM
2214
Grant Street Asset Management
Pennsylvania
$537K +$459K +4,390 New
CFP
2215
Catalyst Financial Partners
Massachusetts
$537K +$72.5K +694 +17%
GTAM
2216
Global Trust Asset Management
Florida
$536K -$85.9K -822 -16%
CP
2217
Castleview Partners
Texas
$536K +$30.3K +290 +7%
SFS
2218
Summit Financial Strategies
Ohio
$535K +$313 +3 +0.1%
LWM
2219
LongView Wealth Management
Georgia
$535K -$11.3K -108 -2%
IA
2220
IFG Advisors
Missouri
$535K -$9.4K -90 -2%
PCMC
2221
Planning Capital Management Corporation
Pennsylvania
$535K -$6.89K -66 -1%
WP
2222
WealthPLAN Partners
Nebraska
$534K -$314K -3,002 -41%
SEIA
2223
Signature Estate & Investment Advisors
California
$534K -$167K -1,598 -27%
SP
2224
Saranac Partners
$532K -$115K -1,103 -20%
RCWM
2225
Royal Capital Wealth Management
Indiana
$531K +$167K +1,600 +58%
87 88
89
90 91