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Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1701
Howard Capital Management Group
California
$251K – – –
KCP
1702
Kera Capital Partners
California
$251K +$250K +528 New
FTC
1703
Farmers Trust Company
Ohio
$250K +$3.31K +7 +1%
SEIA
1704
Signature Estate & Investment Advisors
California
$250K -$44K -93 -15%
VHAM
1705
Van Hulzen Asset Management
California
$249K -$3.31K -7 -1%
4WM
1706
49 Wealth Management
Texas
$249K -$2.37K -5 -0.9%
KCPG
1707
Kavar Capital Partners Group
Kansas
$248K – – –
FMP
1708
Financial Management Professionals
Texas
$247K +$5.21K +11 +2%
CWA
1709
Canvas Wealth Advisors
Kansas
$246K -$33.6K -71 -12%
EL
1710
EWA LLC
Pennsylvania
$246K +$30.8K +65 +14%
JWM
1711
JGP Wealth Management
Oregon
$246K -$947 -2 -0.4%
FB
1712
Finward Bancorp
Indiana
$246K – – –
IA
1713
Integrity Alliance
Iowa
$245K +$40.2K +85 +20%
CBA
1714
Coastal Bridge Advisors
Connecticut
$245K +$2.84K +6 +1%
ABWM
1715
Alpine Bank Wealth Management
Colorado
$245K -$2.37K -5 -1%
LWM
1716
LeConte Wealth Management
Tennessee
$245K +$244K +515 New
RFP
1717
Root Financial Partners
California
$244K +$7.1K +15 +3%
SFP
1718
Shepherd Financial Partners
Massachusetts
$243K +$1.89K +4 +0.8%
BGAI
1719
Bruce G. Allen Investments
Colorado
$243K +$1.89K +4 +0.8%
GWS
1720
Greykasell Wealth Strategies
California
$242K +$27K +57 +13%
AL
1721
Aspiriant LLC
California
$242K -$29.8K -63 -11%
BA
1722
Ballast Advisors
Minnesota
$241K -$5.68K -12 -2%
BCMLT
1723
Beacon Capital Management LLC (Tennessee)
Tennessee
$241K -$15.1K -32 -6%
SGFG
1724
Silver Grove Financial Group
New York
$240K +$240K +506 New
OFG
1725
Omega Financial Group
California
$240K +$240K +506 New
67 68
69
70 71