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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1876
Northwest Capital Management
Oregon
$14M -$755K -2,284 -5%
SNB
1877
Security National Bank
Nebraska
$14M -$285K -862 -2%
BHPW
1878
Beverly Hills Private Wealth
California
$14M -$9.72M -29,414 -40%
SWM
1879
Sendero Wealth Management
Texas
$14M +$531K +1,607 +4%
TYCC
1880
Texas Yale Capital Corp
Florida
$13.9M -$244K -737 -2%
EP
1881
Eudaimonia Partners
Tennessee
$13.9M -$37.7K -114 -0.3%
JWCA
1882
J.W. Coons Advisors
Ohio
$13.9M -$319K -965 -2%
MFA
1883
Mayflower Financial Advisors
Massachusetts
$13.9M -$75K -227 -0.5%
RBC
1884
Romano Brothers & Co
Illinois
$13.9M -$4.3K -13 -0%
JHCP
1885
Jackson Hole Capital Partners
Oklahoma
$13.9M -$121K -365 -0.8%
WBC
1886
West Branch Capital
Massachusetts
$13.9M -$113K -341 -0.8%
EWA
1887
EverSource Wealth Advisors
Alabama
$13.8M +$226K +683 +2%
WA
1888
Wealth Alliance
New York
$13.8M -$582K -1,760 -4%
SW
1889
Solidarity Wealth
Utah
$13.8M +$1.35M +4,079 +10%
JAM
1890
JCIC Asset Management
Ontario, Canada
$13.8M -$412K -1,248 -3%
HCM
1891
Hollencrest Capital Management
California
$13.8M +$45.9K +139 +0.3%
MCM
1892
Morton Capital Management
California
$13.8M -$228K -690 -2%
KFA
1893
Kelleher Financial Advisors
New York
$13.7M -$625K -1,890 -4%
PWPS
1894
Pinnacle Wealth Planning Services
Ohio
$13.7M +$19.5K +59 +0.1%
QPW
1895
Quantum Private Wealth
Florida
$13.7M +$202K +612 +1%
LHC
1896
Little House Capital
Massachusetts
$13.7M +$782K +2,368 +6%
WAOTB
1897
Wealth Advisors of Tampa Bay
Florida
$13.7M +$7.06M +21,356 +97%
MCWS
1898
McKinley Carter Wealth Services
West Virginia
$13.7M +$126K +381 +0.9%
LWMM
1899
Legacy Wealth Management (Mississippi)
Mississippi
$13.7M -$136K -412 -0.9%
AIIMS
1900
Analyst IMS Investment Management Services
Israel
$13.6M +$127K +383 +0.9%
74 75
76
77 78