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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1176
TRB Wealth Management
Texas
$148K +$169K +12,795 New
NW
1177
NewEdge Wealth
Pennsylvania
$148K -$363K -27,554 -68%
GWM
1178
Graybill Wealth Management
Illinois
$147K -$9.88K -750 -6%
OL
1179
Owen LaRue
Kentucky
$147K -$13.3K -1,012 -7%
KMWM
1180
Keudell/Morrison Wealth Management
Oregon
$147K – – –
CCFM
1181
Clear Creek Financial Management
Washington
$146K +$166K +12,618 New
JIC
1182
Joel Isaacson & Co
New York
$146K -$4.98K -378 -3%
GFPC
1183
Global Financial Private Client
Florida
$145K +$7.6K +577 +5%
SIAG
1184
Safeguard Investment Advisory Group
California
$145K -$34.8K -2,645 -17%
HP
1185
Holistic Planning
Texas
$145K -$19.8K -1,504 -11%
TWP
1186
Tempus Wealth Planning
California
$145K -$1.59K -121 -1%
EA
1187
Everpar Advisors
Oklahoma
$144K +$165K +12,512 New
SLC
1188
Second Line Capital
Louisiana
$144K +$157K +11,949 New
AA
1189
Ancora Advisors
Ohio
$144K +$5.58K +424 +4%
TWM
1190
Tradition Wealth Management
Minnesota
$144K +$7.24K +550 +5%
CWA
1191
Canvas Wealth Advisors
Kansas
$144K -$26 -2 -0%
OA
1192
Oasis Advisors
Iowa
$143K +$164K +12,429 New
PWS
1193
Precision Wealth Strategies
Missouri
$143K -$659 -50 -0.4%
EWS
1194
Eagle Wealth Strategies
New Jersey
$143K – – –
MHIC
1195
Marble Harbor Investment Counsel
Massachusetts
$143K – – –
AIA
1196
Allied Investment Advisors
Montana
$142K – – –
TNBTD
1197
Trustmark National Bank Trust Department
Mississippi
$142K +$162K +12,327 New
CCA
1198
Carrera Capital Advisors
Michigan
$142K +$2.4K +182 +1%
TCM
1199
Triumph Capital Management
Colorado
$142K +$12.5K +947 +8%
TF
1200
Tompkins Financial
New York
$142K +$21.7K +1,650 +16%
46 47
48
49 50