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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2051
Topsail Wealth Management
North Carolina
$449K +$47.8K +175 +13%
CSC
2052
Caldwell Sutter Capital
California
$448K +$6.56K +24 +2%
BWP
2053
BSW Wealth Partners
Colorado
$448K -$5.74K -21 -1%
ACM
2054
Arcataur Capital Management
Wisconsin
$448K -$14.8K -54 -3%
VFG
2055
Victory Financial Group
Texas
$448K +$10.7K +39 +3%
WCM
2056
Winebrenner Capital Management
Kentucky
$448K – – –
BEW
2057
Burton Enright Welch
California
$447K +$27.1K +99 +7%
QFA
2058
Quantum Financial Advisors
California
$446K – – –
GAM
2059
Gould Asset Management
California
$446K – – –
EB
2060
Emprise Bank
Kansas
$446K +$10.4K +38 +3%
UWPG
2061
Ullmann Wealth Partners Group
Florida
$446K +$175K +641 +76%
OC
2062
Oakworth Capital
Alabama
$445K +$318K +1,165 +371%
JWM
2063
Jeppson Wealth Management
California
$443K – – –
FDCP
2064
Foster Dykema Cabot & Partners
Massachusetts
$443K +$24.3K +89 +6%
HNB
2065
Hilltop National Bank
Wyoming
$441K +$79.8K +292 +25%
PMSA
2066
Patrick M. Sweeney & Associates
Illinois
$441K – – –
FCCM
2067
First City Capital Management
Georgia
$439K -$1.37K -5 -0.3%
FMI
2068
F/M Investments
District of Columbia
$439K -$32K -117 -7%
JGUA
2069
John G. Ullman & Associates
New York
$437K -$3.36M -12,277 -89%
VC
2070
Veracity Capital
Georgia
$436K +$5.74K +21 +1%
SHGA
2071
Sand Hill Global Advisors
California
$435K -$101K -370 -20%
DWA
2072
Davis Wealth Advisors
New Hampshire
$433K -$129K -472 -25%
FNWM
2073
Financial Network Wealth Management
Utah
$433K +$380K +1,390 New
MFG
2074
Mann Financial Group
Minnesota
$433K +$393K +1,439 New
WJA
2075
Willis Johnson & Associates
Texas
$433K +$109K +399 +38%
81 82
83
84 85