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