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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1201
Valley Wealth Managers
New Jersey
$275K -$61.1K -225 -15%
IIC
1202
Integrated Investment Consultants
Michigan
$275K -$15.7K -58 -4%
NG
1203
Northstar Group
New York
$275K – – –
ICM
1204
IMS Capital Management
Oregon
$273K +$97.7K +360 +41%
QPWM
1205
Quadrant Private Wealth Management
Pennsylvania
$271K +$10.9K +40 +3%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$270K -$2.71K -10 -0.8%
TPA
1207
Trivium Point Advisory
Connecticut
$270K +$44.8K +165 +16%
AFP
1208
Ausdal Financial Partners
Iowa
$265K +$9.5K +35 +3%
WI
1209
Wedgewood Investors
Pennsylvania
$264K -$57K -210 -15%
EWM
1210
Elite Wealth Management
Washington
$264K +$40.7K +150 +14%
CFS
1211
CRA Financial Services
New Jersey
$264K +$47.5K +175 +17%
FRA
1212
Frank Rimerman Advisors
California
$262K – – –
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$262K -$4.34K -16 -1%
SS
1214
Simplicity Solutions
Minnesota
$262K +$93.9K +346 +41%
NB
1215
Nicolet Bankshares
Wisconsin
$261K -$29.9K -110 -8%
FFWM
1216
Future Financial Wealth Management
Ohio
$261K – – –
SBL
1217
Sargent Bickham Lagudis
Colorado
$259K – – –
GWA
1218
GGM Wealth Advisors
Maryland
$258K -$2.71K -10 -0.9%
IRAG
1219
Investment Research & Advisory Group
Georgia
$258K – – –
FCFC
1220
First Commonwealth Financial Corp
Pennsylvania
$257K -$6.79K -25 -2%
CCFM
1221
Clear Creek Financial Management
Washington
$257K -$271 -1 -0.1%
IWA
1222
IBEX Wealth Advisors
New Jersey
$257K +$53.5K +197 +20%
GC
1223
GFG Capital
Florida
$257K +$121K +446 +62%
LA
1224
LexAurum Advisors
Kansas
$256K +$6.79K +25 +2%
PWPS
1225
Pinnacle Wealth Planning Services
Ohio
$255K -$5.97K -22 -2%
47 48
49
50 51