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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2251
Triton Wealth Management
Arizona
$7.47M +$311K +2,259 +5%
PP
2252
Patron Partners
Texas
$7.46M -$299K -2,171 -4%
HA
2253
Harfst & Associates
Wyoming
$7.46M -$692K -5,020 -8%
TAM
2254
Taurus Asset Management
New York
$7.45M +$1.67M +12,110 +28%
FFG
2255
Floyd Financial Group
Missouri
$7.44M +$7.55M +54,763 New
GWM
2256
Glass Wealth Management
Texas
$7.44M +$101K +730 +1%
AFWM
2257
AMJ Financial Wealth Management
Virginia
$7.41M -$137K -991 -2%
PWSG
2258
Pacific Wealth Strategies Group
California
$7.41M -$1.52K -11 -0%
TPM
2259
Totem Point Management
New York
$7.41M -$4.44M -32,246 -37%
MCP
2260
Mirador Capital Partners
California
$7.41M +$32K +232 +0.4%
BCM
2261
Brasada Capital Management
Texas
$7.4M -$17K -123 -0.2%
CCM
2262
Carderock Capital Management
Maryland
$7.4M +$223K +1,618 +3%
TPWA
2263
TRUE Private Wealth Advisors
Oregon
$7.4M -$1.18M -8,582 -13%
WWM
2264
WT Wealth Management
Arizona
$7.39M +$632K +4,582 +9%
BO
2265
Bank OZK
Arkansas
$7.39M -$1.21M -8,791 -14%
OPA
2266
Old Port Advisors
Maine
$7.39M -$159K -1,152 -2%
FC
2267
Fairscale Capital
New Hampshire
$7.39M +$22.7K +165 +0.3%
EFG
2268
Elm3 Financial Group
Georgia
$7.36M +$7.56M +54,838 New
WMA
2269
Wealth Management Associates
New Jersey
$7.35M -$206K -1,495 -3%
SFC
2270
Strategic Financial Concepts
Texas
$7.35M +$3.69M +26,768 +96%
LIA
2271
LS Investment Advisors
Michigan
$7.34M +$728K +5,285 +11%
KCM
2272
Kathmere Capital Management
Pennsylvania
$7.33M +$691K +5,014 +10%
PP
2273
Postrock Partners
Oregon
$7.33M +$7.52M +54,583 New
PCS
2274
Personal CFO Solutions
New Jersey
$7.32M +$98.4K +714 +1%
TFF
2275
The Family Firm
Maryland
$7.32M +$529K +3,840 +7%
89 90
91
92 93