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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1676
DGS Capital Management
New Jersey
$909K +$117K +583 +20%
MIS
1677
Morningstar Investment Services
Illinois
$908K +$478K +2,391 +210%
TWP
1678
Tempus Wealth Planning
California
$907K +$88K +440 +15%
WA
1679
WESPAC Advisors
California
$906K -$20.2K -101 -3%
IPW
1680
Invictus Private Wealth
Colorado
$905K -$16.4K -82 -2%
BWM
1681
Buckley Wealth Management
Nevada
$905K – – –
NMG
1682
New Millennium Group
Utah
$904K -$26.6K -133 -4%
BTW
1683
Boston Trust Walden
Massachusetts
$903K -$75K -375 -10%
AC
1684
Apella Capital
Connecticut
$901K +$688K +3,441 New
CFFP
1685
Center for Financial Planning
Michigan
$898K – – –
SGK
1686
Steigerwald Gordon & Koch
Virginia
$894K +$1.8K +9 +0.3%
WWM
1687
Wolff Wiese Magana
California
$894K +$21.8K +109 +3%
TWM
1688
TLW Wealth Management
Florida
$892K -$14K -70 -2%
OFG
1689
Oxford Financial Group
Indiana
$882K +$210K +1,048 +45%
WWMSC
1690
Wagner Wealth Management (South Carolina)
South Carolina
$874K +$2.6K +13 +0.4%
HIS
1691
Horizon Investment Services
Indiana
$873K +$2.4K +12 +0.4%
MSS
1692
Mitchell Sinkler & Starr
Pennsylvania
$871K +$36.2K +181 +6%
AFS
1693
AFG Fiduciary Services
Massachusetts
$870K +$8K +40 +1%
IC
1694
Inscription Capital
Texas
$869K -$4K -20 -0.6%
CWG
1695
Crown Wealth Group
North Carolina
$869K +$13.6K +68 +2%
KLCM
1696
KG&L Capital Management
Louisiana
$866K -$49K -245 -7%
KCFA
1697
Key Client Fiduciary Advisors
New Jersey
$864K +$1.8K +9 +0.3%
AFGAS
1698
Allegiance Financial Group Advisory Services
Virginia
$863K -$3.6K -18 -0.5%
BAM
1699
Bellevue Asset Management
Washington
$860K -$600 -3 -0.1%
AIM
1700
Acropolis Investment Management
Missouri
$860K +$15.8K +79 +2%
66 67
68
69 70