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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2151
Litman Gregory Wealth Management
California
$438K +$33.5K +825 +8%
OFS
2152
Oldfather Financial Services
Nebraska
$437K -$4.5K -111 -1%
MPAM
2153
Murphy Pohlad Asset Management
Minnesota
$437K -$20K -494 -4%
AP
2154
Appleton Partners
Massachusetts
$437K +$7.34K +181 +2%
CA
2155
Capital Advantage
California
$435K -$6.65K -164 -2%
SCM
2156
Silvant Capital Management
Georgia
$435K – – –
CNBTD
2157
Citizens National Bank Trust Department
Mississippi
$435K -$17.4K -430 -4%
MSWM
2158
Master's Wealth Management
Pennsylvania
$435K +$7.67K +189 +2%
WHC
2159
Wulff, Hansen & Co
California
$435K – – –
SKK
2160
Shepherd Kaplan Krochuk
Massachusetts
$431K -$30.1K -742 -7%
BCG
2161
Bravias Capital Group
New Jersey
$430K +$3.25K +80 +0.8%
IAG
2162
Investment Advisory Group
Massachusetts
$430K -$93.9K -2,316 -18%
CT
2163
Coastline Trust
Rhode Island
$430K -$5.07K -125 -1%
TWM
2164
Triton Wealth Management
Arizona
$429K +$9.49K +234 +3%
LCM
2165
LVM Capital Management
Michigan
$429K -$50.7K -1,250 -11%
TIA
2166
Tiemann Investment Advisors
California
$429K -$74.1K -1,828 -15%
MWM
2167
Mattern Wealth Management
Kansas
$429K +$10.1K +250 +2%
IWA
2168
Invera Wealth Advisors
Oregon
$428K +$5.19K +128 +1%
BHIA
2169
Birch Hill Investment Advisors
Massachusetts
$428K -$40.6K -1,000 -9%
DWM
2170
Drive Wealth Management
Utah
$428K -$90.7K -2,236 -18%
PG
2171
Prostatis Group
Maryland
$427K -$976K -24,070 -70%
GWM
2172
GK Wealth Management
Nevada
$426K +$10.7K +264 +3%
SP
2173
SmartHarvest Portfolios
Washington
$425K +$424K +10,441 New
WWA
2174
Wingate Wealth Advisors
Massachusetts
$423K -$52.3K -1,290 -11%
AAA
2175
Andrews Advisory Associates
Hawaii
$422K +$420K +10,356 New
85 86
87
88 89