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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1426
Patrick M. Sweeney & Associates
Illinois
$473K +$101 +1 +0%
CM
1427
Castleark Management
Illinois
$472K – – –
AIA
1428
AssuredPartners Investment Advisors
Florida
$472K -$70K -695 -13%
SWM
1429
Stockman Wealth Management
Montana
$471K -$13.7M -135,897 -97%
BWP
1430
Burling Wealth Partners
Illinois
$470K -$111K -1,100 -19%
FCG
1431
Fielder Capital Group
Tennessee
$469K -$2.72K -27 -0.6%
CT
1432
Chicago Trust
Illinois
$469K +$92.3K +917 +25%
WPA
1433
West Paces Advisors
Georgia
$468K +$1.71K +17 +0.4%
TC
1434
Truvestments Capital
Florida
$466K -$46.8K -465 -9%
WC
1435
Waterloo Capital
Texas
$465K +$44.4K +441 +11%
AW
1436
Alaethes Wealth
Nevada
$465K -$14.2K -141 -3%
RIG
1437
RiverFront Investment Group
Virginia
$464K +$30.2K +300 +7%
JCFM
1438
JBR Co Financial Management
Oklahoma
$464K -$81K -804 -15%
GDP
1439
Great Diamond Partners
Maine
$463K -$19.6K -195 -4%
GA
1440
Gordian Advisors
Arizona
$463K +$101 +1 +0%
EFG
1441
Elevated Financial Group
Indiana
$462K -$233K -2,310 -34%
GCP
1442
Gill Capital Partners
Colorado
$461K -$25.3K -251 -5%
NAS
1443
NWF Advisory Services
California
$460K – – –
FC
1444
Fulcrum Capital
Washington
$460K – – –
LWM
1445
Lakeridge Wealth Management
Ohio
$458K +$9.77K +97 +2%
PFP
1446
Paragon Financial Partners
California
$458K +$101 +1 +0%
CPCM
1447
Cardinal Point Capital Management
Ontario, Canada
$457K – – –
DTC
1448
Davidson Trust Company
Washington
$457K +$12.1K +120 +3%
KCP
1449
Kera Capital Partners
California
$457K +$187K +1,858 +71%
AA
1450
Alta Advisers
United Kingdom
$456K – – –
56 57
58
59 60