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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1751
Gilman Hill Asset Management
Connecticut
$437K +$53.7K +500 +14%
MCM
1752
Monarch Capital Management
Indiana
$436K – – –
GSIS
1753
Global Strategic Investment Solutions
Arizona
$436K +$12.9K +120 +3%
WFO
1754
Wealthgate Family Office
Colorado
$434K – – –
PO
1755
Private Ocean
California
$434K +$645 +6 +0.2%
SAMC
1756
Spectrum Asset Management (California)
California
$434K – – –
WCF
1757
West Coast Financial
California
$433K -$3.98K -37 -0.9%
FMN
1758
Financial Management Network
California
$433K +$2.79K +26 +0.6%
SOAG
1759
Silver Oak Advisory Group
Oregon
$432K +$4.41K +41 +1%
BOS
1760
Bank of Stockton
California
$432K -$31.7K -295 -7%
AAP
1761
Arax Advisory Partners
Colorado
$431K -$14.7K -137 -3%
TCOTS
1762
Trust Company of the South
North Carolina
$431K +$426K +3,969 New
6F
1763
626 Financial
Michigan
$429K – – –
CWA
1764
Consilium Wealth Advisory
Texas
$429K -$11.7K -109 -3%
JSC
1765
Jackson Square Capital
California
$429K +$424K +3,947 New
LWAM
1766
Legacy Wealth Asset Management
Minnesota
$428K +$4.41K +41 +1%
HFM
1767
Hartford Funds Management
Pennsylvania
$425K +$49.3K +459 +13%
SC
1768
Sonen Capital
California
$423K – – –
LWL
1769
Leo Wealth LLC
Texas
$423K +$419K +3,897 New
WIM
1770
Westside Investment Management
California
$421K – – –
AP
1771
Americana Partners
Texas
$421K -$413K -3,842 -50%
LA
1772
Lakeside Advisors
Washington
$418K – – –
ACM
1773
Arcataur Capital Management
Wisconsin
$418K – – –
MIM
1774
Moseley Investment Management
Florida
$417K -$322 -3 -0.1%
PWMG
1775
Provence Wealth Management Group
California
$417K +$150K +1,399 +57%
69 70
71
72 73