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Name Holding Trade Value Shares
Change 		Change in
Stake
I
2226
InterCapital
Texas
$705K +$811K +7,520 New
CCAL
2227
City Center Advisors LLC
Michigan
$705K +$209K +1,938 +35%
MIA
2228
MainStreet Investment Advisors
Illinois
$704K +$627K +5,813 +342%
PWP
2229
Perfromance Wealth Partners
Illinois
$704K +$18.9K +175 +2%
VCM
2230
Virtue Capital Management
Tennessee
$703K -$39.2M -363,629 -98%
OWA
2231
Outlook Wealth Advisors
Texas
$701K -$15.8K -147 -2%
APW
2232
Aurora Private Wealth
New Jersey
$699K +$804K +7,453 New
WFP
2233
Worthington Financial Partners
Ohio
$699K +$804K +7,453 New
GRWP
2234
Green Ridge Wealth Planning
New Jersey
$699K +$803K +7,450 New
JWM
2235
Jupiter Wealth Management
Colorado
$698K -$248K -2,300 -20%
OWP
2236
ORG Wealth Partners
Texas
$697K -$312K -2,893 -28%
FMTC
2237
Farmers & Merchants Trust Company
California
$695K +$11.5K +107 +1%
TCM
2238
Tufton Capital Management
Maryland
$694K +$88.4K +820 +12%
EAM
2239
Evanson Asset Management
California
$694K +$12K +111 +2%
NCM
2240
New Capital Management
Texas
$692K – – –
WF
2241
Wayfinding Financial
Washington
$691K -$18.1K -168 -2%
FWCM
2242
Ferguson Wellman Capital Management
Oregon
$688K -$108K -1,000 -12%
OFG
2243
Omega Financial Group
California
$688K +$9.7K +90 +1%
AT
2244
American Trust
Kentucky
$688K -$474K -4,393 -37%
JCM
2245
Jacobsen Capital Management
Utah
$687K -$16K -148 -2%
MWP
2246
Momentum Wealth Planning
Florida
$687K -$127K -1,180 -14%
RIM
2247
Redwood Investment Management
Arizona
$687K +$111K +1,031 +16%
LA
2248
Latitude Advisors
Florida
$685K +$65.2K +605 +9%
FOA
2249
Five Oceans Advisors
California
$683K -$1.29K -12 -0.2%
FC
2250
Fusion Capital
South Carolina
$683K -$539 -5 -0.1%
88 89
90
91 92