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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3376
Precedent Wealth Partners
Texas
$564K +$38.7K +111 +8%
SCA
3377
Sippican Capital Advisors
Massachusetts
$563K – – –
PPG
3378
Peak Planning Group
Colorado
$563K -$1.71M -4,911 -76%
GKIM
3379
GW&K Investment Management
Massachusetts
$563K +$88.5K +254 +19%
OC
3380
Oarsman Capital
Wisconsin
$562K +$30.7K +88 +6%
SM
3381
Sweeney & Michel
California
$562K -$35.6K -102 -6%
GPW
3382
Gentry Private Wealth
Kansas
$561K +$1.74K +5 +0.3%
WAOTB
3383
Wealth Advisors of Tampa Bay
Florida
$558K +$78.4K +225 +17%
GFPC
3384
Global Financial Private Client
Florida
$557K +$39.7K +114 +8%
CWD
3385
Clarity Wealth Development
Oregon
$557K – – –
PS
3386
Planned Solutions
California
$556K – – –
ABTD
3387
Arvest Bank Trust Division
Oklahoma
$555K +$18.1K +52 +3%
FWM
3388
Fonville Wealth Management
Virginia
$554K +$122K +350 +29%
FFC
3389
Frederick Financial Consultants
Maryland
$554K -$4.18K -12 -0.8%
CCA
3390
Carrera Capital Advisors
Michigan
$553K -$59.3K -170 -10%
EWS
3391
Eagle Wealth Strategies
New Jersey
$552K -$1.39K -4 -0.3%
PA
3392
Probity Advisors
Texas
$552K +$5.23K +15 +1%
PWA
3393
Physician Wealth Advisors
Utah
$551K -$32.8K -94 -6%
DWM
3394
Defined Wealth Management
Oregon
$551K +$16.7K +48 +3%
RWPA
3395
Richard W. Paul & Associates
Michigan
$550K -$2.09K -6 -0.4%
MHR
3396
Matthew Hamilton Rosenberg
$550K -$5.92K -17 -1%
WAM
3397
WFA Asset Management
Wisconsin
$550K -$58.9K -169 -7%
BCM
3398
Blume Capital Management
California
$549K -$426K -1,221 -44%
ARC
3399
Advisor Resource Council
Texas
$549K -$1.79M -5,128 -77%
CCG
3400
Catalina Capital Group
California
$549K -$229K -658 -30%
134 135
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