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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2651
Tucker Asset Management
Colorado
$306K +$97.8K +298 +57%
SCM
2652
Seascape Capital Management
New Hampshire
$305K -$328 -1 -0.1%
W
2653
WealthOne
New York
$302K -$59.1K -180 -16%
PCM
2654
Poehling Capital Management
Wisconsin
$302K – – –
CCM
2655
Colorado Capital Management
Colorado
$301K -$2.96K -9 -1%
ACM
2656
Ashford Capital Management
Delaware
$301K – – –
PP
2657
PrairieView Partners
Minnesota
$301K +$328 +1 +0.1%
CWA
2658
Carolina Wealth Advisors
South Carolina
$300K -$11.8K -36 -4%
LP
2659
LGL Partners
Pennsylvania
$300K – – –
FWP
2660
Falcon Wealth Planning
California
$300K +$68.3K +208 +30%
TW
2661
Towerpoint Wealth
California
$299K -$877K -2,672 -75%
TA
2662
Tiedemann Advisors
New York
$298K -$1.16M -3,533 -80%
HC
2663
Hoese & Co
Minnesota
$296K – – –
SC
2664
Saybrook Capital
North Carolina
$295K -$4.27K -13 -1%
HIC
2665
Harvey Investment Company
Kentucky
$294K – – –
EWP
2666
Engrave Wealth Partners
Texas
$293K -$71.9K -219 -20%
KC
2667
Kingfisher Capital
North Carolina
$293K +$25.6K +78 +10%
ISB
2668
Iowa State Bank
Iowa
$290K +$28.9K +88 +11%
LWP
2669
Legacy Wealth Planning
Nevada
$287K – – –
FPB
2670
First PREMIER Bank
South Dakota
$287K +$36.1K +110 +14%
CWM
2671
Curi Wealth Management
North Carolina
$285K +$7.22K +22 +3%
WJA
2672
Willis Johnson & Associates
Texas
$285K +$9.85K +30 +4%
PSF
2673
Pacific Sun Financial
California
$285K +$285K +867 New
KBFS
2674
Kohmann Bosshard Financial Services
Ohio
$284K +$328 +1 +0.1%
AA
2675
Addison Advisors
Vermont
$284K +$1.97K +6 +0.7%
105 106
107
108 109