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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2826
Towerpoint Wealth
California
$724K -$19.1K -48 -3%
GC
2827
Grange Capital
Oregon
$721K -$103K -258 -13%
PDM
2828
Penn Davis McFarland
Texas
$721K – – –
SFS
2829
Security Financial Services
Indiana
$721K +$62K +156 +10%
CHC
2830
City Holding Co
West Virginia
$721K +$42.6K +107 +7%
LIA
2831
Lynx Investment Advisory
District of Columbia
$721K +$53.7K +135 +9%
JWM
2832
Jacksonville Wealth Management
Florida
$720K – – –
LCM
2833
Lunt Capital Management
Utah
$720K – – –
CMP
2834
Christine Messmer PC
Pennsylvania
$720K +$70K +176 +11%
CWM
2835
ClientFirst Wealth Management
Arkansas
$719K – – –
MWA
2836
Meridian Wealth Advisors
Texas
$719K +$37K +93 +6%
ECM
2837
EMC Capital Management
Texas
$718K +$756K +1,900 New
YWM
2838
Yoder Wealth Management
California
$718K +$33.8K +85 +5%
JAFL
2839
Jay A. Fishman Ltd
Michigan
$718K – – –
NLWP
2840
Next Level Wealth Planning
Idaho
$718K +$31.4K +79 +5%
BM
2841
Berman McAleer
Maryland
$717K +$37K +93 +6%
OIS
2842
Okabena Investment Services
Minnesota
$717K +$678K +1,704 New
LCWM
2843
Legacy Capital Wealth Management
Texas
$716K -$318K -799 -32%
BFS
2844
Boyer Financial Services
California
$716K +$100K +252 +16%
SCA
2845
Stonebridge Capital Advisors
Minnesota
$716K -$25.1K -63 -4%
TDC
2846
Thompson Davis & Co
Virginia
$715K -$49.7K -125 -7%
HNB
2847
Hilltop National Bank
Wyoming
$715K -$17.9K -45 -3%
KNW
2848
Kesler Norman & Wride
Utah
$714K +$2.78K +7 +0.4%
TWP
2849
Tenet Wealth Partners
Illinois
$713K +$917K +2,306 New
NFG
2850
Norris Financial Group
South Carolina
$710K +$88.3K +222 +15%
112 113
114
115 116