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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1726
Global Trust Asset Management
Florida
$500K +$14.1K +250 +3%
NB
1727
Northwest Bancshares
Pennsylvania
$498K +$182K +3,230 +65%
AL
1728
ACAS LLC
California
$497K -$22.6K -400 -5%
EAM
1729
Evanson Asset Management
California
$497K – – –
CFP
1730
Cascade Financial Partners
California
$495K +$448K +7,940 New
TFGT
1731
TS Financial Group (TSFG)
Illinois
$494K +$7.33K +130 +2%
PSC
1732
Portman Square Capital
United Kingdom
$494K +$1.13K +20 +0.2%
TPWA
1733
TRUE Private Wealth Advisors
Oregon
$493K – – –
LWM
1734
LJI Wealth Management
Indiana
$492K +$18.6K +330 +4%
OA
1735
Oxbow Advisors
Texas
$491K -$7.89K -140 -2%
BFG
1736
Beacon Financial Group
Texas
$490K -$16.9K -300 -4%
SAM
1737
Secure Asset Management
Michigan
$488K -$56.4K -1,000 -11%
CS
1738
Capital Square
Tennessee
$487K +$452K +8,020 New
FI
1739
Financial Insights
Washington
$486K -$11.3K -200 -2%
FFA
1740
Florida Financial Advisors
Florida
$485K -$70.5K -1,250 -14%
ACM
1741
Advance Capital Management
Michigan
$485K +$450K +7,990 New
SSWM
1742
Sheets Smith Wealth Management
North Carolina
$485K +$71.6K +1,270 +19%
CCAL
1743
City Center Advisors LLC
Michigan
$484K +$449K +7,970 New
WCFA
1744
Walkner Condon Financial Advisors
Wisconsin
$483K +$42.9K +760 +11%
EA
1745
Emerald Advisers
Pennsylvania
$483K -$44K -780 -9%
PWS
1746
Peterson Wealth Services
Utah
$483K – – –
BWM
1747
Baron Wealth Management
Michigan
$482K +$122K +2,160 +37%
BOPW
1748
Brandywine Oak Private Wealth
Pennsylvania
$482K – – –
SIAP
1749
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$482K -$1.13K -20 -0.3%
CAM
1750
Concorde Asset Management
Michigan
$482K -$40.6K -720 -8%
68 69
70
71 72