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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3151
JGP Wealth Management
Oregon
$1.55M +$46.7K +70 +3%
WWM
3152
Walser Wealth Management
Florida
$1.55M +$1.56M +2,342 New
UWP
3153
Uniting Wealth Partners
Kansas
$1.55M +$21.4K +32 +1%
SC
3154
SummitTX Capital
Texas
$1.54M -$13.1M -19,673 -89%
JTWM
3155
Jackson Thornton Wealth Management
Alabama
$1.54M -$96.8K -145 -6%
GA
3156
GSG Advisors
New Jersey
$1.54M +$185K +277 +13%
BPW
3157
Bingham Private Wealth
California
$1.54M +$1.55M +2,327 New
BMCM
3158
Burns Matteson Capital Management
New York
$1.53M -$541K -810 -26%
TCM
3159
Tufton Capital Management
Maryland
$1.53M -$92.2K -138 -6%
OPWM
3160
Oakwell Private Wealth Management
Texas
$1.53M +$408K +611 +36%
BIM
3161
Baldwin Investment Management
Pennsylvania
$1.53M +$240K +360 +18%
1W
3162
1776 Wealth
Georgia
$1.53M +$12K +18 +0.8%
KCPG
3163
Kavar Capital Partners Group
Kansas
$1.53M +$90.1K +135 +6%
DMBA
3164
Deseret Mutual Benefit Administrators
Utah
$1.53M -$699K -1,047 -31%
SAM
3165
S.A. Mason
Michigan
$1.53M +$299K +448 +24%
TWM
3166
Tortuga Wealth Management
California
$1.52M +$1.54M +2,308 New
HKIMG
3167
Hutchens & Kramer Investment Management Group
Indiana
$1.52M -$184K -275 -11%
TCOTS
3168
Trust Company of the South
North Carolina
$1.52M +$302K +453 +24%
GTWM
3169
Global Trust Wealth Management
Florida
$1.52M +$1.54M +2,301 New
AT
3170
Adelphi Trust
Florida
$1.52M +$1.54M +2,300 New
CIA
3171
Compass Ion Advisors
Pennsylvania
$1.51M -$167K -250 -10%
MCM
3172
Manchester Capital Management
Vermont
$1.51M -$114K -171 -7%
MCA
3173
MSH Capital Advisors
Arizona
$1.51M +$608K +910 +66%
EWS
3174
Evergreen Wealth Solutions
Pennsylvania
$1.51M +$522K +782 +52%
SG
3175
Sharper & Granite
California
$1.51M -$6.01K -9 -0.4%
125 126
127
128 129