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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
1651
Heritage Oak Wealth Advisors
Florida
$898K +$834K +19,985 New
CA
1652
Cullinan Associates
Kentucky
$898K +$340K +8,150 +66%
CWP
1653
Core Wealth Partners
California
$897K +$148K +3,544 +22%
BIG
1654
Brooklyn Investment Group
New York
$896K +$186K +4,466 +29%
CAM
1655
Councilmark Asset Management
Tennessee
$896K – – –
MGAM
1656
McGowan Group Asset Management
Texas
$896K +$416K +9,959 +100%
MVA
1657
Mount Vernon Associates
Maryland
$895K +$33.4K +800 +4%
MWA
1658
Midland Wealth Advisors
Illinois
$894K -$267K -6,391 -24%
HPC
1659
HM Payson & Co
Maine
$888K +$8.72K +209 +1%
VCS
1660
Vaughan & Co Securities
New Jersey
$887K -$16.8K -403 -2%
TWP
1661
Tyche Wealth Partners
Texas
$883K +$6.43K +154 +0.8%
LCM
1662
Landscape Capital Management
New Jersey
$880K +$818K +19,591 New
PP
1663
PDS Planning
Ohio
$879K +$124K +2,961 +18%
HNB
1664
Hilltop National Bank
Wyoming
$878K -$28.3K -678 -3%
WQ
1665
Wealth Quarterback
New Jersey
$878K +$89.2K +2,137 +12%
PA
1666
Probity Advisors
Texas
$878K -$146K -3,501 -15%
RA
1667
Ransom Advisory
Rhode Island
$877K -$68.9K -1,650 -8%
FA
1668
Fiduciary Alliance
South Carolina
$877K +$496K +11,889 +156%
MSS
1669
Mitchell Sinkler & Starr
Pennsylvania
$875K +$66.8K +1,600 +9%
LI
1670
LRI Investments
Florida
$875K +$109K +2,603 +14%
PI
1671
Pettee Investors
Connecticut
$874K -$145K -3,476 -15%
KJWM
1672
Kiley Juergens Wealth Management
Washington
$872K +$32K +767 +4%
CCB
1673
Country Club Bank
Missouri
$869K -$21.5K -516 -3%
CPBTD
1674
Central Pacific Bank - Trust Division
Hawaii
$867K +$3.05K +73 +0.4%
SAM
1675
Secure Asset Management
Michigan
$866K -$32.1K -770 -4%
65 66
67
68 69