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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
4126
Horst & Graben Wealth Management
Oregon
$597K -$288K -432 -32%
VP
4127
Verum Partners
North Carolina
$596K +$42.1K +63 +8%
KFP
4128
Kerr Financial Planning
California
$596K +$67.4K +101 +13%
EBA
4129
Eagle Bay Advisors
New York
$594K +$86.8K +130 +17%
CI
4130
Corient IA
Florida
$594K – – –
AWM
4131
Athena Wealth Management
Nevada
$594K +$600K +899 New
WHCI
4132
W.H. Cornerstone Investments
Massachusetts
$593K -$38.1K -57 -6%
EAN
4133
Excelsior Advisor Network
Colorado
$593K +$600K +898 New
SIC
4134
SFE Investment Counsel
California
$593K +$66.8K +100 +13%
ZCP
4135
Z3 Capital Partners
Virginia
$592K +$599K +897 New
AWM
4136
Affinity Wealth Management
Delaware
$592K +$2.67K +4 +0.4%
MWM
4137
Mascoma Wealth Management
New Hampshire
$592K +$13.4K +20 +2%
MPW
4138
Magnolia Private Wealth
Pennsylvania
$592K +$39.4K +59 +7%
RFG
4139
Range Financial Group
Oregon
$591K +$109K +163 +22%
CPA
4140
Clear Point Advisors
New York
$591K – – –
T
4141
Tidemark
California
$591K -$16.7K -25 -3%
MWM
4142
Mattern Wealth Management
Kansas
$591K -$3.34K -5 -0.6%
SCM
4143
Sage Capital Management
New Jersey
$591K -$1.34K -2 -0.2%
CCM
4144
Colorado Capital Management
Colorado
$590K +$10K +15 +2%
CF
4145
Claris Financial
Virginia
$589K +$94.8K +142 +19%
CFG
4146
Copley Financial Group
California
$589K +$20K +30 +3%
ANBOT
4147
American National Bank of Texas
Texas
$588K – – –
VI
4148
VanderPol Investments
Michigan
$587K -$57.4K -86 -9%
AWP
4149
Avid Wealth Partners
Texas
$586K +$3.34K +5 +0.6%
LC
4150
LCNB Corp
Ohio
$586K +$33.4K +50 +6%
164 165
166
167 168