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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1276
Castle Rock Wealth Management
California
$329K -$15.4K -684 -5%
TFG
1277
Taylor Financial Group
Virginia
$329K -$106K -4,723 -22%
LRPA
1278
L. Roy Papp & Associates
Arizona
$328K -$132K -5,840 -26%
ISWM
1279
Independent Solutions Wealth Management
New York
$328K -$57.3K -2,540 -13%
WG
1280
Winton Group
United Kingdom
$327K -$94.9K -4,208 -20%
LWM
1281
Lodestone Wealth Management
Washington
$327K -$34.9K -1,550 -9%
APW
1282
Acima Private Wealth
Virginia
$326K – – –
WC
1283
Whitney & Co
New York
$325K -$177K -7,850 -33%
LJAC
1284
L.J. Altfest & Co
New York
$324K -$85K -3,771 -19%
HAM
1285
Harmony Asset Management
Arizona
$324K +$364K +16,162 New
WBG
1286
Wharton Business Group
Pennsylvania
$324K – – –
FG
1287
Fiduciary Group
Georgia
$324K -$175K -7,763 -32%
SAG
1288
SageView Advisory Group
California
$323K +$152K +6,741 +72%
CFGS
1289
Concourse Financial Group Securities
Alabama
$322K -$59.2K -2,625 -15%
TIA
1290
Tiemann Investment Advisors
California
$322K -$12.7K -565 -3%
LC
1291
Lindbrook Capital
California
$320K -$76.9K -3,410 -18%
POIA
1292
Pin Oak Investment Advisors
Texas
$320K – – –
EWA
1293
Exencial Wealth Advisors
Oklahoma
$320K -$13.9K -615 -4%
WA
1294
Waddell & Associates
Tennessee
$319K -$3.88K -172 -1%
JWM
1295
Jeppson Wealth Management
California
$319K -$28.2K -1,252 -7%
ETS
1296
ESL Trust Services
New York
$318K +$286K +12,700 +403%
FWTB
1297
First Western Trust Bank
Colorado
$317K -$4.35K -193 -1%
CAG
1298
Crestwood Advisors Group
Massachusetts
$316K -$49.1K -2,176 -12%
EA
1299
Eclectic Associates
California
$316K -$309K -13,689 -47%
IIC
1300
Ironwood Investment Counsel
Arizona
$314K -$58.9K -2,611 -14%
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