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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1901
TRUE Private Wealth Advisors
Oregon
$716K +$16.7K +270 +2%
CL
1902
COWA LLC
Oklahoma
$715K +$805 +13 +0.1%
IFWM
1903
Institute for Wealth Management
Colorado
$715K +$218K +3,516 +46%
KJWM
1904
Kiley Juergens Wealth Management
Washington
$715K -$61.8K -999 -8%
T
1905
TOBAM
France
$714K -$644K -10,398 -48%
DA
1906
Dover Advisors
Virginia
$714K +$1.98K +32 +0.3%
WDC
1907
Woodward Diversified Capital
California
$714K +$22.1K +357 +3%
NRG
1908
Nemes Rush Group
Michigan
$713K -$53.2K -860 -7%
WF
1909
WoodTrust Financial
Wisconsin
$713K +$21.3K +344 +3%
JWCA
1910
J.W. Coons Advisors
Ohio
$713K – – –
GHAM
1911
Gilman Hill Asset Management
Connecticut
$711K +$41.2K +666 +6%
CIA
1912
Cladis Investment Advisory
Montana
$707K +$62 +1 +0%
WMA
1913
West Michigan Advisors
Michigan
$702K -$105K -1,691 -13%
HCP
1914
Hardin Capital Partners
South Carolina
$701K +$682K +11,015 New
WAC
1915
William Allan Corp
Colorado
$701K -$143K -2,315 -17%
OCM
1916
Orser Capital Management
Texas
$698K – – –
PWAM
1917
Pinnacle West Asset Management
Wyoming
$698K +$10.5K +170 +2%
HCM
1918
Hutchinson Capital Management
California
$697K +$324K +5,240 +92%
ACM
1919
Ashford Capital Management
Delaware
$695K – – –
MAWCM
1920
Mine & Arao Wealth Creation & Management
California
$693K +$82.8K +1,337 +14%
CCWM
1921
Cassaday & Co Wealth Management
Virginia
$689K +$14.9K +241 +2%
MGWA
1922
Monument Group Wealth Advisors
Massachusetts
$688K – – –
GBT
1923
Grove Bank & Trust
Florida
$687K -$116K -1,882 -15%
HWP
1924
Highline Wealth Partners
California
$686K +$1.79K +29 +0.3%
CIM
1925
CIM Investment Management
Pennsylvania
$684K -$8.05K -130 -1%
75 76
77
78 79