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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1901
Smithfield Trust
Pennsylvania
$295K – – –
TC
1902
Truvestments Capital
Florida
$295K +$138K +585 +105%
IWN
1903
Independent Wealth Network
Iowa
$295K +$172K +729 New
BWP
1904
Baldwin Wealth Partners
Massachusetts
$294K -$38.1K -162 -12%
ST
1905
Sabal Trust
Florida
$293K – – –
SFWA
1906
Summit Financial Wealth Advisors
Louisiana
$293K +$12K +51 +5%
CWA
1907
Canvas Wealth Advisors
Kansas
$292K +$17.7K +75 +7%
EWP
1908
Engrave Wealth Partners
Texas
$291K -$4.24K -18 -2%
BCM
1909
Boltwood Capital Management
California
$291K – – –
CC
1910
Cannell & Co
New York
$291K – – –
PC
1911
Pecaut & Co
Iowa
$291K – – –
WCM
1912
Windsor Capital Management
Arizona
$290K – – –
QC
1913
QCM Cayman
Texas
$290K +$264K +1,122 New
WA
1914
Wambolt & Associates
Colorado
$290K +$264K +1,122 New
QCIG
1915
Quad-Cities Investment Group
Iowa
$289K +$3.53K +15 +1%
DPI
1916
Diversified Portfolios Inc
Michigan
$288K -$141K -600 -35%
TWP
1917
Tempus Wealth Planning
California
$288K -$37.4K -159 -12%
BIA
1918
Barry Investment Advisors
Massachusetts
$288K – – –
APG
1919
Abacus Planning Group
South Carolina
$288K +$4.94K +21 +2%
SWM
1920
Selective Wealth Management
Virginia
$288K +$26.1K +111 +11%
RWM
1921
RKL Wealth Management
Pennsylvania
$288K +$263K +1,116 New
WAS
1922
Wealth Advisory Solutions
Indiana
$288K +$263K +1,116 New
ARC
1923
Advisor Resource Council
Texas
$287K -$1.44M -6,117 -85%
AFIA
1924
America First Investment Advisors
Nebraska
$287K – – –
JWM
1925
JGP Wealth Management
Oregon
$286K -$35.3K -150 -12%
75 76
77
78 79