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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1876
Absher Wealth Management
North Carolina
$597K -$689 -2 -0.1%
IC
1877
Intersect Capital
California
$596K -$6.2K -18 -0.9%
NQWM
1878
Northwest Quadrant Wealth Management
Oregon
$593K +$689 +2 +0.1%
CPA
1879
Capital Planning Advisors
California
$590K +$15.8K +46 +3%
GWANC
1880
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$158K +458 +32%
CSWG
1881
Cardinal Strategic Wealth Guidance
Kentucky
$588K -$21.7K -63 -3%
EFG
1882
Everhart Financial Group
Ohio
$588K +$52.3K +152 +9%
CIM
1883
CIM Investment Management
Pennsylvania
$587K -$648K -1,883 -50%
GCIG
1884
Grand Central Investment Group
Florida
$587K -$48.2K -140 -7%
BWM
1885
BerganKDV Wealth Management
Minnesota
$587K +$53.7K +156 +9%
CL
1886
CPWM LLC
Washington
$587K +$103K +299 +19%
OPA
1887
Old Port Advisors
Maine
$586K +$8.27K +24 +1%
AWM
1888
Atticus Wealth Management
Florida
$584K -$113K -328 -15%
BBNB
1889
Baker Boyer National Bank
Washington
$584K – – –
PPP
1890
Private Portfolio Partners
New Jersey
$582K – – –
NMG
1891
New Millennium Group
Utah
$580K -$191K -554 -23%
AT
1892
Arvest Trust
Oklahoma
$579K +$48.6K +141 +8%
CB
1893
Community Bank
New York
$579K +$72.3K +210 +13%
LAS
1894
LWM Advisory Services
Florida
$578K -$8.95K -26 -1%
VBCG
1895
Valley Brook Capital Group
Pennsylvania
$577K -$8.61K -25 -1%
RHAM
1896
Round Hill Asset Management
California
$574K – – –
FH
1897
FWG Holdings
Florida
$573K -$16.9K -49 -3%
ICM
1898
IMS Capital Management
Oregon
$573K +$75.1K +218 +14%
JFG
1899
JMG Financial Group
Illinois
$573K +$625K +1,816 New
SHFA
1900
SS&H Financial Advisors
Michigan
$571K -$19.3K -56 -3%
74 75
76
77 78