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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
3501
Cascade Investment Group
Colorado
$4.18M – – –
PMSA
3502
Patrick M. Sweeney & Associates
Illinois
$4.18M +$1.62K +4 +0%
RF
3503
Robinswood Financial
Washington
$4.17M -$71.7K -177 -2%
CWA
3504
Clarity Wealth Advisors
California
$4.17M +$129K +318 +3%
1WM
3505
1900 Wealth Management
Texas
$4.16M -$1.3M -3,218 -25%
CBT
3506
CoreFirst Bank & Trust
Kansas
$4.15M -$111K -275 -3%
OAM
3507
Oak Asset Management
California
$4.15M -$32.4K -80 -0.8%
VAM
3508
Vienna Asset Management
California
$4.14M +$693K +1,713 +21%
PPWM
3509
Perissos Private Wealth Management
Oklahoma
$4.13M +$3.98M +9,821 New
CCM
3510
Conway Capital Management
California
$4.12M +$142K +350 +4%
HIG
3511
Herr Investment Group
Texas
$4.12M +$51K +126 +1%
IF
3512
Integrity Financial
Wyoming
$4.11M +$44.1K +109 +1%
WRPWM
3513
Werba Rubin Papier Wealth Management
California
$4.11M +$161K +398 +4%
GWP
3514
Gateway Wealth Partners
Wisconsin
$4.11M +$614K +1,516 +18%
HPM
3515
Hoxton Planning & Management
West Virginia
$4.1M +$202K +500 +5%
WB
3516
West Bancorporation
Iowa
$4.1M -$479K -1,183 -11%
LFS
3517
Leibman Financial Services
Nebraska
$4.1M +$36.4K +90 +0.9%
SWMG
3518
Signature Wealth Management Group
Georgia
$4.09M -$102K -253 -2%
WPA
3519
West Paces Advisors
Georgia
$4.09M +$194K +478 +5%
ACA
3520
Affinity Capital Advisors
California
$4.09M -$40.9K -101 -1%
SAM
3521
Satovsky Asset Management
New York
$4.09M -$191K -472 -5%
PIA
3522
Pinion Investment Advisors
Kansas
$4.08M -$151K -374 -4%
RCM
3523
Riverpark Capital Management
New York
$4.08M +$84.6K +209 +2%
LK
3524
Lumbard & Kellner
New Hampshire
$4.07M -$50.6K -125 -1%
TWM
3525
TMD Wealth Management
Arizona
$4.07M -$63.6K -157 -2%
139 140
141
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