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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
1901
Atwater Malick
Pennsylvania
$287K +$305K +2,602 New
BCM
1902
Brookmont Capital Management
Texas
$286K +$117 +1 +0%
SWM
1903
Sugarloaf Wealth Management
Georgia
$286K +$703 +6 +0.2%
PAM
1904
Peak Asset Management
Colorado
$285K -$11.7K -100 -4%
WCM
1905
Wedge Capital Management
North Carolina
$285K -$2.58K -22 -0.8%
FSA
1906
Financial Sense Advisors
California
$285K +$585 +5 +0.2%
TWM
1907
Titus Wealth Management
California
$285K +$303K +2,586 New
KA
1908
KLCM Advisors
Wisconsin
$284K -$58.5K -500 -16%
ACG
1909
Allen Capital Group
Nebraska
$284K -$37.9K -324 -11%
DI
1910
DFPG Investments
Utah
$284K +$21K +179 +8%
FNBOO
1911
First National Bank of Omaha
Nebraska
$283K -$36.2K -309 -11%
RHJA
1912
Rice Hall James & Associates
California
$283K – – –
FAFN
1913
First Affirmative Financial Network
Colorado
$283K +$301K +2,569 New
FIA
1914
Foundations Investment Advisors
Arizona
$282K +$2.81K +24 +1%
IG
1915
Ithaka Group
Virginia
$281K – – –
CCP
1916
Cardan Capital Partners
Colorado
$279K – – –
WLPWM
1917
Walled Lake Planning & Wealth Management
Illinois
$279K – – –
MA
1918
Modus Advisors
Minnesota
$279K +$36.2K +309 +14%
TF
1919
TimeScale Financial
Massachusetts
$278K +$1.05K +9 +0.4%
SF
1920
Symphony Financial
Texas
$277K -$104K -884 -26%
BMD
1921
Better Money Decisions
New Mexico
$277K -$4.92K -42 -2%
AWM
1922
AllSquare Wealth Management
New York
$276K – – –
HIC
1923
Hartline Investment Corp
Illinois
$276K – – –
HI
1924
Hoey Investments
Pennsylvania
$276K – – –
PCMC
1925
Private Capital Management (Colorado)
Colorado
$276K +$62.5K +534 +27%
75 76
77
78 79