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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1876
Intersect Capital
California
$596K -$6.2K -18 -0.9%
NQWM
1877
Northwest Quadrant Wealth Management
Oregon
$593K +$689 +2 +0.1%
CPA
1878
Capital Planning Advisors
California
$590K +$15.8K +46 +3%
GWANC
1879
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$158K +458 +32%
CSWG
1880
Cardinal Strategic Wealth Guidance
Kentucky
$588K -$21.7K -63 -3%
EFG
1881
Everhart Financial Group
Ohio
$588K +$52.3K +152 +9%
CIM
1882
CIM Investment Management
Pennsylvania
$587K -$648K -1,883 -50%
GCIG
1883
Grand Central Investment Group
Florida
$587K -$48.2K -140 -7%
BWM
1884
BerganKDV Wealth Management
Minnesota
$587K +$53.7K +156 +9%
CL
1885
CPWM LLC
Washington
$587K +$103K +299 +19%
OPA
1886
Old Port Advisors
Maine
$586K +$8.27K +24 +1%
AWM
1887
Atticus Wealth Management
Florida
$584K -$113K -328 -15%
BBNB
1888
Baker Boyer National Bank
Washington
$584K – – –
PPP
1889
Private Portfolio Partners
New Jersey
$582K – – –
NMG
1890
New Millennium Group
Utah
$580K -$191K -554 -23%
AT
1891
Arvest Trust
Oklahoma
$579K +$48.6K +141 +8%
CB
1892
Community Bank
New York
$579K +$72.3K +210 +13%
LAS
1893
LWM Advisory Services
Florida
$578K -$8.95K -26 -1%
VBCG
1894
Valley Brook Capital Group
Pennsylvania
$577K -$8.61K -25 -1%
RHAM
1895
Round Hill Asset Management
California
$574K – – –
FH
1896
FWG Holdings
Florida
$573K -$16.9K -49 -3%
ICM
1897
IMS Capital Management
Oregon
$573K +$75.1K +218 +14%
JFG
1898
JMG Financial Group
Illinois
$573K +$625K +1,816 New
SHFA
1899
SS&H Financial Advisors
Michigan
$571K -$19.3K -56 -3%
DI
1900
Diligent Investors
California
$571K +$24.1K +70 +4%
74 75
76
77 78