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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
3026
Integris Wealth Management
California
$304K – – –
SIS
3027
Strategic Investment Solutions
Illinois
$304K +$47.2K +503 +21%
GAM
3028
Grandview Asset Management
Pennsylvania
$304K +$1.41K +15 +0.5%
PFG
3029
PAX Financial Group
Texas
$304K -$165K -1,756 -38%
MAM
3030
MMA Asset Management
Pennsylvania
$304K +$270K +2,872 +23,933%
MMHP
3031
Murphy Middleton Hinkle & Parker
Georgia
$303K -$597K -6,364 -61%
ES
3032
ETF Store
Kansas
$303K +$1.78K +19 +0.7%
A
3033
AlphaQuest
New York
$302K -$124K -1,321 -31%
TWD
3034
True Wealth Design
Ohio
$302K +$5.16K +55 +2%
ANB
3035
Amarillo National Bank
Texas
$302K +$5.54K +59 +2%
CCP
3036
Cane Capital Partners
Louisiana
$302K +$269K +2,865 New
MAA
3037
Matrix Asset Advisors
New York
$301K -$751 -8 -0.3%
MHWM
3038
Montz Harcus Wealth Management
Louisiana
$301K -$33.3K -355 -11%
WAM
3039
Walker Asset Management
Missouri
$301K +$2.25K +24 +0.8%
TWA
3040
Talisman Wealth Advisors
New Jersey
$300K -$3.47K -37 -1%
CNBOF
3041
City National Bank of Florida
Florida
$300K +$22.4K +239 +9%
C1AG
3042
Client 1st Advisory Group
Florida
$300K +$267K +2,846 New
BWM
3043
Birchcreek Wealth Management
Ohio
$299K +$3.85K +41 +1%
TWM
3044
Tradition Wealth Management
Minnesota
$299K -$845 -9 -0.3%
TWM
3045
Triton Wealth Management
Arizona
$298K -$4.22K -45 -2%
ISB
3046
Iowa State Bank
Iowa
$297K -$54.8K -584 -17%
WSWA
3047
Warren Street Wealth Advisors
California
$297K +$8.26K +88 +3%
PG
3048
Prostatis Group
Maryland
$296K +$264K +2,815 New
CWA
3049
Canvas Wealth Advisors
Kansas
$296K +$264K +2,809 New
TM
3050
TigerOak Management
New Mexico
$295K – – –