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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1651
JDM Financial Group
Texas
$13.6K – – –
CWM
1652
Cranbrook Wealth Management
Michigan
$13.3K +$8.3K +34 +155%
BDPWM
1653
Barnes Dennig Private Wealth Management
Ohio
$12.2K – – –
TCM
1654
TD Capital Management
Tennessee
$12.2K +$12.5K +51 New
PCTC
1655
Perkins Coie Trust Company
Washington
$11.7K -$488 -2 -4%
HWP
1656
Highline Wealth Partners
California
$11.5K -$3.66K -15 -24%
YP
1657
YANKCOM Partnership
South Dakota
$11.4K – – –
HWA
1658
Heritage Wealth Advisors
Virginia
$11.4K +$10.3K +42 +700%
DPW
1659
DiNuzzo Private Wealth
Pennsylvania
$11.2K -$488 -2 -4%
T
1660
Transce3nd
Texas
$11.2K -$143K -587 -93%
TIM
1661
Total Investment Management
Arizona
$11.2K +$11.5K +47 New
UCB
1662
United Community Bank
South Carolina
$10.7K – – –
GGI
1663
Godsey & Gibb Inc
Virginia
$10.2K -$14.6K -60 -58%
BCM
1664
Boreal Capital Management
Florida
$10K +$10.3K +42 New
CI
1665
Clal Insurance
Israel
$10K -$244 -1 -2%
VNA
1666
Valley National Advisers
Pennsylvania
$10K +$732 +3 +7%
IWM
1667
IMG Wealth Management
Florida
$9.77K +$10K +41 New
CIA
1668
Cape Investment Advisory
Georgia
$9.74K – – –
EWP
1669
Elevation Wealth Partners
California
$9.53K – – –
EPIME
1670
Evelyn Partners Investment Management (Europe)
$9.53K – – –
RWM
1671
Raffa Wealth Management
District of Columbia
$9.29K -$1.22K -5 -11%
TFG
1672
Team Financial Group
California
$9.29K +$9.52K +39 New
POIA
1673
Pin Oak Investment Advisors
Texas
$9K – – –
AWM
1674
Accredited Wealth Management
Kentucky
$8.34K – – –
FGC
1675
Financial Gravity Companies
Texas
$8.34K +$8.54K +35 New
65 66
67
68 69