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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1926
GSB Wealth Management
Connecticut
$269K -$823 -10 -0.3%
CSIC
1927
Clifford Swan Investment Counsel
California
$268K +$329 +4 +0.1%
HWM
1928
HighMark Wealth Management
Minnesota
$266K +$82.8K +1,006 +55%
PPWM
1929
Paragon Private Wealth Management
Kentucky
$266K +$234K +2,846 New
EFL
1930
ERn Financial LLC
Wisconsin
$265K +$234K +2,845 New
TWM
1931
Trueblood Wealth Management
Ohio
$265K +$234K +2,840 New
SIM
1932
SSI Investment Management
California
$265K -$109K -1,323 -32%
PFM
1933
Patton Fund Management
Texas
$264K +$233K +2,832 New
AA
1934
Armis Advisers
Georgia
$264K +$228K +2,765 New
SMA
1935
Seven Mile Advisory
New Jersey
$264K -$7.66K -93 -3%
KIM
1936
Kestra Investment Management
Texas
$262K +$174K +2,112 +302%
AWM
1937
Act Wealth Management
Texas
$261K -$8.23K -100 -3%
LC
1938
L1 Capital
Australia
$260K +$230K +2,792 New
FFP
1939
FourThought Financial Partners
Florida
$260K -$5.84K -71 -2%
BFIM
1940
Beese Fulmer Investment Management
Ohio
$260K – – –
FDW
1941
Fourth Dimension Wealth
Ohio
$260K +$49.7K +604 +28%
MIM
1942
Merrion Investment Management
New Jersey
$259K -$4.12K -50 -2%
GF
1943
GGM Financials
Ohio
$259K – – –
BBA
1944
BLB&B Advisors
Pennsylvania
$258K – – –
SIG
1945
Sky Investment Group
Connecticut
$258K – – –
PWM
1946
Power Wealth Management
Georgia
$258K -$14.3K -174 -6%
SWM
1947
Silverlake Wealth Management
Vermont
$258K +$227K +2,760 New
PAG
1948
Poinciana Advisors Group
Florida
$257K +$227K +2,755 New
PWM
1949
Palumbo Wealth Management
New York
$256K +$226K +2,747 New
CG
1950
Corundum Group
Colorado
$256K -$26.3K -319 -10%
76 77
78
79 80