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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2601
Janiczek Wealth Management
Colorado
$587K -$16.4K -76 -3%
CA
2602
Claro Advisors
Massachusetts
$587K – – –
TAIM
2603
TD Ameritrade Investment Management
Nebraska
$584K -$25.5K -118 -4%
HGERS
2604
Householder Group Estate & Retirement Specialist
Arizona
$584K -$1.51K -7 -0.3%
VA
2605
Valmark Advisers
Ohio
$584K +$57.5K +266 +11%
WAOI
2606
Wealth Advisors of Iowa
Iowa
$583K +$26.6K +123 +5%
DCM
2607
Dimension Capital Management
Florida
$582K -$1.73K -8 -0.3%
FBT
2608
First Bank & Trust
South Dakota
$582K +$27.5K +127 +5%
LAM
2609
LifePro Asset Management
California
$582K +$90.4K +418 +19%
WFM
2610
Wolff Financial Management
Michigan
$580K +$216 +1 +0%
HTHT
2611
Hemenway Trust Hemenway Trust
New Hampshire
$579K -$150K -694 -21%
AWM
2612
Act Wealth Management
Texas
$579K – – –
TCBWMS
2613
Texas Capital Bank Wealth Management Services
Texas
$579K +$50.8K +235 +10%
PP
2614
Palladium Partners
Virginia
$577K +$39.8K +184 +8%
CWM
2615
Chesapeake Wealth Management
Virginia
$574K -$22.1K -102 -4%
JDR
2616
Jay D. Rosenbaum
$573K – – –
AWM
2617
Aevitas Wealth Management
Massachusetts
$572K +$54.3K +251 +11%
CCFM
2618
Clear Creek Financial Management
Washington
$571K +$51.9K +240 +10%
NG
2619
Northstar Group
New York
$569K -$21.6K -100 -4%
BAM
2620
Bellevue Asset Management
Washington
$568K -$130K -600 -19%
HP
2621
HT Partners
Connecticut
$568K -$26K -120 -4%
BW
2622
Bison Wealth
Georgia
$567K -$97.8K -452 -15%
VIM
2623
VELA Investment Management
Ohio
$567K – – –
TIM
2624
Triad Investment Management
California
$567K +$69.4K +321 +14%
WAM
2625
Winslow Asset Management
Ohio
$566K – – –
103 104
105
106 107