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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1826
Revisor Wealth Management
Ohio
$330K +$11.8K +153 +3%
RBFC
1827
Roman Butler Fullerton & Co
Missouri
$329K +$385 +5 +0.1%
PWMAG
1828
Pinnacle Wealth Management Advisory Group
New Jersey
$329K +$101K +1,316 +40%
A
1829
Argentarii
Ohio
$329K +$95.2K +1,237 +37%
CFA
1830
Churchill Financial Advisors
Kentucky
$327K -$1.47M -19,164 -81%
SAM
1831
Sagewood Asset Management
New York
$326K +$349K +4,538 New
SAG
1832
SageView Advisory Group
California
$326K -$150K -1,946 -30%
AFS
1833
AFG Fiduciary Services
Massachusetts
$325K +$19.4K +252 +6%
PCM
1834
Polymer Capital Management
New York
$324K -$277K -3,597 -44%
AIM
1835
Aspen Investment Management
Michigan
$324K -$90K -1,170 -21%
MC
1836
Mirabaud & Cie
Switzerland
$324K -$954K -12,400 -73%
TBA
1837
Tower Bridge Advisors
Pennsylvania
$324K – – –
GC
1838
Gruss & Co
Florida
$324K +$346K +4,500 New
KCIC
1839
Kuhn & Co Investment Counsel
Illinois
$324K – – –
WC
1840
Wynn Capital
Georgia
$324K +$90.2K +1,172 +35%
OWA
1841
Opal Wealth Advisors
New York
$323K +$26.1K +339 +8%
AIS
1842
AM Investment Strategies
Tennessee
$323K -$92.4K -1,200 -21%
JPWM
1843
Jamison Private Wealth Management
Georgia
$322K – – –
4WM
1844
49 Wealth Management
Texas
$321K +$55.3K +719 +19%
WCM
1845
Wedge Capital Management
North Carolina
$321K -$29.5M -382,761 -99%
CCG
1846
Coastwise Capital Group
California
$321K +$343K +4,460 New
VDC
1847
Van Diest Capital
Iowa
$320K +$342K +4,443 New
CI
1848
Corient IA
Florida
$317K -$45.4K -590 -12%
WEG
1849
World Equity Group
Illinois
$317K +$60K +779 +21%
SSWM
1850
Strait & Sound Wealth Management
California
$316K +$14.8K +192 +5%
72 73
74
75 76