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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1926
Providence Wealth Advisors
Illinois
$690K +$6.39K +125 +1%
TCM
1927
Telos Capital Management
California
$689K +$20.4K +399 +3%
CWM
1928
Circle Wealth Management
New Jersey
$689K +$32.7K +640 +5%
WBCM
1929
Wilson & Boucher Capital Management
California
$686K +$681K +13,328 New
CBT
1930
CoreFirst Bank & Trust
Kansas
$683K -$52.9K -1,034 -7%
MWPCG
1931
Measured Wealth Private Client Group
New Hampshire
$682K +$52.8K +1,033 +8%
WCA
1932
Waypoint Capital Advisors
Minnesota
$680K +$675K +13,209 New
CFS
1933
CRA Financial Services
New Jersey
$679K +$19.7K +386 +3%
LCS
1934
Levin Capital Strategies
New York
$675K – – –
GCA
1935
Gradient Capital Advisors
California
$675K +$90.7K +1,774 +16%
CRC
1936
Curi RMB Capital
Illinois
$674K -$134K -2,623 -17%
CWM
1937
Connecticut Wealth Management
Connecticut
$674K -$11.3K -221 -2%
KA
1938
Kercheville Advisors
Texas
$674K +$14.3K +280 +2%
AGP
1939
Autumn Glory Partners
Texas
$672K +$667K +13,054 New
WPP
1940
Whalerock Point Partners
Rhode Island
$672K – – –
KA
1941
Klingman & Associates
New York
$671K +$174K +3,404 +35%
HI
1942
Hudock Inc
Pennsylvania
$669K -$32.3K -631 -5%
CCP
1943
Clarkston Capital Partners
Michigan
$666K -$36.2K -709 -5%
OC
1944
Oarsman Capital
Wisconsin
$662K -$117K -2,281 -15%
BSI
1945
Bennett Selby Investments
Maine
$661K – – –
SMA
1946
Sage Mountain Advisors
Georgia
$661K +$31.1K +609 +5%
OWA
1947
Octavia Wealth Advisors
Ohio
$660K -$37.9K -742 -5%
RW
1948
Rede Wealth
Virginia
$660K +$5.11K +100 +0.8%
OR
1949
Olympiad Research
Connecticut
$657K +$404K +7,894 +163%
EBWM
1950
Eagle Bluffs Wealth Management
Missouri
$657K +$653K +12,765 New
76 77
78
79 80