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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2551
Pasadena Private Wealth
California
$479K -$5.82K -54 -1%
TNA
2552
True North Advisors
Texas
$478K -$339K -3,146 -38%
OHWP
2553
Oak Harbor Wealth Partners
North Carolina
$477K +$40.1K +372 +8%
GWM
2554
Greenline Wealth Management
Florida
$477K +$548K +5,083 New
BFPW
2555
BOK Financial Private Wealth
Colorado
$476K -$23K -213 -4%
WWA
2556
Wisconsin Wealth Advisors
Wisconsin
$475K +$84.1K +780 +18%
PIM
2557
Penobscot Investment Management
Massachusetts
$475K -$313K -2,900 -36%
WS
2558
Wilian Securities
Minnesota
$473K +$544K +5,042 New
EW
2559
Expressive Wealth
Illinois
$472K +$543K +5,039 New
OW
2560
Olistico Wealth
Oklahoma
$472K +$543K +5,038 New
VF
2561
Vawter Financial
Ohio
$472K – – –
FNA
2562
First National Advisers
Nebraska
$472K +$542K +5,029 New
TWM
2563
Tortuga Wealth Management
California
$470K +$541K +5,016 New
BOM
2564
Bank of Marin
California
$469K -$30.6K -284 -5%
HAM
2565
Harmony Asset Management
Arizona
$469K +$34.9K +324 +7%
IASG
2566
Investment Advisory Services Group
Florida
$469K +$539K +5,001 New
HA
2567
Harbor Advisors
Florida
$469K – – –
IRC
2568
Investors Research Corp
Georgia
$469K – – –
HCA
2569
Hardworking Capital Advisors
California
$469K +$539K +5,000 New
FAG
2570
Fortitude Advisory Group
Washington
$468K +$88.4K +820 +20%
BMC
2571
Beaton Management Company
Massachusetts
$467K +$135K +1,250 +34%
SWM
2572
Sagace Wealth Management
Florida
$467K +$5.39K +50 +1%
SWMP
2573
Signature Wealth Management Partners
New Jersey
$466K +$135K +1,250 +34%
HIM
2574
Harbour Investment Management
Washington
$464K +$10.8K +100 +2%
HTWM
2575
Hartmann Taylor Wealth Management
Texas
$464K -$51.2K -475 -9%
101 102
103
104 105