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Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
1576
Hoertkorn Richard Charles
$531K – – –
WP
1577
Westmount Partners
California
$531K +$30.2K +290 +6%
HGWM
1578
Horst & Graben Wealth Management
Oregon
$531K +$2.81K +27 +0.5%
DWM
1579
Dorchester Wealth Management
Quebec, Canada
$529K -$74.4K -715 -12%
FFS
1580
Founders Financial Securities
Maryland
$529K -$43.5K -418 -8%
PSC
1581
Portman Square Capital
United Kingdom
$528K – – –
VHAM
1582
Van Hulzen Asset Management
California
$526K -$53.4K -513 -9%
LWM
1583
Liberty Wealth Management
California
$526K +$520K +4,995 New
SC
1584
SouthState Corp
Florida
$525K +$19.4K +186 +4%
PB
1585
Pinnacle Bancorp
Nebraska
$525K +$3.02K +29 +0.6%
JSW
1586
Journey Strategic Wealth
New Jersey
$525K +$36.8K +354 +8%
SIC
1587
SFE Investment Counsel
California
$525K -$59.3K -570 -11%
CQS
1588
Credential Qtrade Securities
$522K +$1.87K +18 +0.4%
GPI
1589
General Partner Inc
Pennsylvania
$520K -$8.33K -80 -2%
HH
1590
Hilltop Holdings
Texas
$520K +$47.8K +459 +10%
WG
1591
Welch Group
Alabama
$520K -$8.22K -79 -2%
CBFP
1592
Cedar Brook Financial Partners
Ohio
$513K +$208 +2 +0%
SMC
1593
Smith, Moore & Co
Missouri
$512K -$12.9K -124 -2%
TSWM
1594
Triangle Securities Wealth Management
North Carolina
$510K -$38.5K -370 -7%
MCM
1595
Monument Capital Management
Virginia
$507K -$3.64K -35 -0.7%
I
1596
InceptionR
California
$505K +$505K +4,849 New
CA
1597
Callahan Advisors
Texas
$504K +$191K +1,834 +61%
IA
1598
Insight Advisors
Pennsylvania
$504K +$111K +1,064 +28%
HWM
1599
Hohimer Wealth Management
Washington
$503K +$53.4K +513 +12%
ZIG
1600
Zullo Investment Group
Pennsylvania
$502K -$1.46K -14 -0.3%
62 63
64
65 66