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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1651
D'Orazio & Associates
Virginia
$300K +$11.1K +131 +4%
CWA
1652
CM Wealth Advisors
Ohio
$300K +$300K +3,560 New
AFA
1653
AA Financial Advisors
Ohio
$299K +$51.2K +607 +21%
BOJHT
1654
Bank of Jackson Hole Trust
Wyoming
$297K +$2.78K +33 +0.9%
KCM
1655
Kathmere Capital Management
Pennsylvania
$296K +$62.6K +742 +27%
APP
1656
Avantax Planning Partners
Iowa
$296K -$27.6K -327 -9%
CBT
1657
CoreFirst Bank & Trust
Kansas
$295K – – –
KAM
1658
Knightsbridge Asset Management
California
$295K -$93K -1,103 -24%
BC
1659
Burney Company
Virginia
$295K +$79.7K +945 +37%
ITIM
1660
Indiana Trust & Investment Management
Indiana
$294K -$506 -6 -0.2%
PPC
1661
Park Place Capital
Alabama
$294K -$89.8K -1,064 -23%
ALC
1662
Alexander Labrunerie & Co
Missouri
$294K – – –
PWM
1663
Palumbo Wealth Management
New York
$294K +$26.6K +315 +10%
RF
1664
Robinswood Financial
Washington
$293K +$1.35K +16 +0.5%
GI
1665
GAMCO Investors
Connecticut
$293K -$146K -1,727 -33%
SL
1666
Sentinus LLC
Illinois
$293K +$293K +3,475 New
C1AG
1667
Client 1st Advisory Group
Florida
$292K +$24.5K +291 +9%
FG
1668
Foster Group
Iowa
$292K +$60.6K +718 +26%
WG
1669
Welch Group
Alabama
$291K -$241K -2,861 -45%
GWS
1670
Greykasell Wealth Strategies
California
$290K -$108K -1,278 -27%
DWM
1671
Drive Wealth Management
Utah
$290K +$11.1K +131 +4%
MHR
1672
Matthew Hamilton Rosenberg
$289K -$26.5K -314 -8%
CCMG
1673
Clark Capital Management Group
Pennsylvania
$289K -$12K -142 -4%
BWM
1674
Baron Wealth Management
Michigan
$289K +$7.68K +91 +3%
RWI
1675
Red Wave Investments
Pennsylvania
$288K – – –
65 66
67
68 69