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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1926
Cercano Management
Washington
$1.45M – – –
DWM
1927
Drive Wealth Management
Utah
$1.44M -$12.2K -22 -0.9%
EWS
1928
Evergreen Wealth Solutions
Pennsylvania
$1.44M +$189K +341 +15%
SP
1929
Stablepoint Partners
Massachusetts
$1.44M -$72.4K -131 -5%
SFG
1930
SevenBridge Financial Group
Pennsylvania
$1.44M -$6.08K -11 -0.4%
CWM
1931
Chesapeake Wealth Management
Virginia
$1.44M +$7.19K +13 +0.5%
SCM
1932
Schnieders Capital Management
California
$1.43M +$111K +200 +9%
NAS
1933
NWF Advisory Services
California
$1.43M +$838K +1,516 +147%
QWM
1934
Quadcap Wealth Management
Texas
$1.43M -$34.8K -63 -2%
GF
1935
Gries Financial
Ohio
$1.43M +$210K +380 +18%
MGAM
1936
McGowan Group Asset Management
Texas
$1.43M +$11.6K +21 +0.8%
WKWM
1937
Walter & Keenan Wealth Management
Indiana
$1.43M +$153K +277 +12%
BWM
1938
Buckley Wealth Management
Nevada
$1.42M -$8.29K -15 -0.6%
CM
1939
Churchill Management
California
$1.42M -$22.7K -41 -2%
WCM
1940
Wallace Capital Management
Texas
$1.42M – – –
TI
1941
TrueMark Investments
Illinois
$1.42M +$1.39M +2,522 New
MWM
1942
MOKAN Wealth Management
Kansas
$1.42M +$82.4K +149 +6%
GAA
1943
Global Assets Advisory
Florida
$1.42M -$26K -47 -2%
PWM
1944
Prentice Wealth Management
New York
$1.41M -$66.4K -120 -5%
HFS
1945
Howard Financial Services
Texas
$1.41M -$11.1K -20 -0.8%
OC
1946
Oakworth Capital
Alabama
$1.41M +$106K +191 +8%
EAM
1947
Evanson Asset Management
California
$1.41M – – –
CP
1948
Clarendon Private
Massachusetts
$1.4M -$217K -392 -14%
DBRC
1949
D.B. Root & Company
Pennsylvania
$1.4M -$22.7K -41 -2%
MFG
1950
MidWestOne Financial Group
Iowa
$1.4M +$190K +343 +16%
76 77
78
79 80