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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
PBMares Wealth Management
Virginia
$533K +$8.78K +27 +2%
SW
1777
SkyOak Wealth
Michigan
$532K -$9.43K -29 -2%
MKC
1778
M. Kraus & Co
Vermont
$530K +$1.63K +5 +0.3%
IFO
1779
Independent Family Office
New York
$529K – – –
ICM
1780
IMS Capital Management
Oregon
$527K -$40.6K -125 -7%
NNP
1781
Nachman Norwood & Parrott
South Carolina
$527K +$3.58K +11 +0.7%
CRWM
1782
Castle Rock Wealth Management
California
$526K +$513K +1,579 New
WC
1783
Weil Company
California
$524K +$10.1K +31 +2%
CA
1784
Claro Advisors
Massachusetts
$522K -$650 -2 -0.1%
1WA
1785
180 Wealth Advisors
Washington
$521K -$23.7K -73 -4%
MIM
1786
Moseley Investment Management
Florida
$520K -$325K -1,001 -39%
ME
1787
McIlrath & Eck
Washington
$520K +$8.13K +25 +2%
AW
1788
Alpha Windward
Massachusetts
$519K +$1.63K +5 +0.3%
CP
1789
Camelot Portfolios
Ohio
$518K -$48.1K -148 -9%
SVCP
1790
Silicon Valley Capital Partners
California
$516K +$496K +1,527 New
PNC
1791
Park National Corp
Ohio
$515K +$40.6K +125 +9%
OR
1792
Olympiad Research
Connecticut
$514K -$98.8K -304 -17%
HIS
1793
Harvest Investment Services
Illinois
$511K -$33.8K -104 -6%
FFS
1794
Founders Financial Securities
Maryland
$510K +$650 +2 +0.1%
TFO
1795
Tarbox Family Office
California
$508K -$128K -395 -21%
FMB
1796
Field & Main Bank
Kentucky
$508K +$37.4K +115 +8%
HPC
1797
Hobart Private Capital
North Carolina
$508K +$22.1K +68 +5%
HAS
1798
HBW Advisory Services
California
$507K -$756K -2,325 -61%
PHAM
1799
Palisades Hudson Asset Management
Florida
$507K – – –
SC
1800
Skylands Capital
Wisconsin
$507K – – –
70 71
72
73 74