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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3051
Clark Asset Management
New Hampshire
$725K +$133K +274 +24%
SF
3052
SWP Financial
California
$725K – – –
TCM
3053
Triumph Capital Management
Colorado
$723K +$31.6K +65 +5%
HB
3054
HTLF Bank
Colorado
$722K -$19.9K -41 -3%
MTWM
3055
Masso Torrence Wealth Management
New Jersey
$718K +$102K +210 +17%
SL
3056
Salomon & Ludwin
Virginia
$718K -$20.9K -43 -3%
CAG
3057
Compass Advisory Group
New York
$718K +$486 +1 +0.1%
PCWA
3058
Pacific Capital Wealth Advisors
California
$716K +$157K +323 +29%
CCP
3059
Carmel Capital Partners
California
$716K – – –
MAM
3060
McLean Asset Management
Virginia
$715K +$54K +111 +9%
RWS
3061
Resolute Wealth Strategies
Mississippi
$715K – – –
SFWC
3062
Strategic Family Wealth Counselors
New Jersey
$714K +$12.6K +26 +2%
NCM
3063
Neumann Capital Management
California
$713K – – –
IPW
3064
Inlet Private Wealth
Florida
$713K +$50.1K +103 +8%
AT
3065
Arvest Trust
Oklahoma
$712K -$9.24K -19 -1%
GIM
3066
Groesbeck Investment Management
New Jersey
$711K – – –
PHIC
3067
Pine Haven Investment Counsel
Massachusetts
$711K -$9.72K -20 -1%
TCBWMS
3068
Texas Capital Bank Wealth Management Services
Texas
$711K +$107K +220 +19%
CCA
3069
Cora Capital Advisors
New Jersey
$710K -$33.1K -68 -5%
LCC
3070
Lincoln Capital Corp
Rhode Island
$710K +$98.7K +203 +17%
NCM
3071
Northwest Capital Management
Oregon
$709K – – –
FUBT
3072
First United Bank & Trust
Maryland
$708K – – –
LF
3073
Lantz Financial
Illinois
$706K +$6.8K +14 +1%
HCMG
3074
Howard Capital Management Group
California
$706K +$57.4K +118 +9%
EA
3075
Echo45 Advisors
California
$706K -$105K -216 -13%
121 122
123
124 125