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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2951
Private Ocean
California
$152K – – –
VWWMG
2952
Vermillion & White Wealth Management Group
Pennsylvania
$152K +$145K +610 New
SC
2953
Steph & Co
Wisconsin
$149K – – –
GC
2954
Gould Capital
Washington
$148K – – –
BDS
2955
Banco de Sabadell
Florida
$147K -$84.8K -357 -38%
CFS
2956
CGC Financial Services
Oregon
$146K -$11.9K -50 -8%
CFG
2957
CKW Financial Group
Hawaii
$144K -$71.3K -300 -34%
SWC
2958
Spectrum Wealth Counsel
Indiana
$144K +$138K +579 New
FCMT
2959
Founders Capital Management (Texas)
Texas
$143K -$4.75K -20 -3%
SAS
2960
Stelac Advisory Services
New York
$142K +$136K +573 New
PB
2961
Pinnacle Bancorp
Nebraska
$142K – – –
SNB
2962
Security National Bank
Nebraska
$136K +$130K +547 New
PS
2963
Planned Solutions
California
$134K +$129K +541 New
CAM
2964
Creekmur Asset Management
Illinois
$134K +$128K +538 New
HWM
2965
HighMark Wealth Management
Minnesota
$130K -$4.99K -21 -4%
NJIM
2966
Nabity-Jensen Investment Management
Nebraska
$129K +$124K +521 New
BCM
2967
Blume Capital Management
California
$128K +$11.9K +50 +11%
IPW
2968
Impact Partnership Wealth
Georgia
$128K -$129K -542 -51%
CWM
2969
CarsonAllaria Wealth Management
Illinois
$127K -$1.19K -5 -1%
ECM
2970
Estabrook Capital Management
New York
$127K – – –
MWA
2971
Miller Wealth Advisors
Colorado
$125K +$52.8K +222 +79%
ATC
2972
Advantage Trust Company
Kansas
$124K +$119K +500 New
BAM
2973
BOCHK Asset Management
Hong Kong
$124K +$119K +500 New
ECM
2974
EMC Capital Management
Texas
$124K -$71.3K -300 -38%
W
2975
WealthCollab
Washington
$124K +$119K +499 New
117 118
119
120 121