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Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
2176
Haverford Trust Company
Pennsylvania
$855K -$151K -501 -16%
CP
2177
Creekside Partners
California
$855K – – –
GG
2178
Gleason Group
Kentucky
$855K -$164K -544 -17%
LTL
2179
Lowery Thomas LLC
California
$854K -$169K -560 -17%
WWM
2180
Waterway Wealth Management
Texas
$854K +$359K +1,192 +80%
PGF
2181
Plan Group Financial
Oklahoma
$853K +$556K +1,845 +219%
WC
2182
Westerkirk Capital
$853K +$809K +2,684 New
PAS
2183
PKS Advisory Services
New York
$852K -$10.8K -36 -1%
CIA
2184
Compass Ion Advisors
Pennsylvania
$851K -$332K -1,102 -29%
OF
2185
Optimize Financial
California
$851K -$19K -63 -2%
MCM
2186
MontVue Capital Management
Virginia
$851K +$212K +704 +36%
SW
2187
SMART Wealth
Nebraska
$851K +$466K +1,546 +137%
AT
2188
American Trust
Kentucky
$849K +$296K +981 +58%
RIA
2189
Retirement Investment Advisors
Oklahoma
$848K -$86.8K -288 -10%
FFG
2190
Frisch Financial Group
New York
$847K -$204K -678 -20%
CCG
2191
Cypress Capital Group
Florida
$847K +$50.3K +167 +7%
BF
2192
Brucke Financial
Indiana
$842K -$85.6K -284 -10%
AWM
2193
Arista Wealth Management
Nevada
$841K +$143K +475 +22%
BIS
2194
BG Investment Services
Guam
$840K +$7.83K +26 +1%
VPWA
2195
Vestia Personal Wealth Advisors
Indiana
$840K -$69.9K -232 -8%
SL
2196
Sentinus LLC
Illinois
$840K +$175K +582 +28%
OPWM
2197
Oakwell Private Wealth Management
Texas
$838K +$505K +1,677 +175%
GD
2198
Grandfield & Dodd
New York
$837K +$904 +3 +0.1%
EFL
2199
ERn Financial LLC
Wisconsin
$836K -$3.38M -11,225 -81%
EFSCE
2200
Enterprise Financial Services Corp (EFSC)
Missouri
$836K +$215K +712 +37%
86 87
88
89 90