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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
1926
First Citizens Financial Corp
Iowa
$471K – – –
TCWM
1927
Total Clarity Wealth Management
Illinois
$469K +$140 +3 +0%
WTB
1928
Washington Trust Bank
Washington
$468K -$66.9K -1,437 -13%
TWM
1929
Tradition Wealth Management
Minnesota
$468K -$11.7K -252 -2%
MC
1930
Matisse Capital
Oregon
$468K – – –
PWA
1931
Physician Wealth Advisors
Utah
$468K +$1.12K +24 +0.2%
TFM
1932
TFC Financial Management
Massachusetts
$468K +$3.49K +75 +0.8%
PCA
1933
Pallas Capital Advisors
Massachusetts
$467K +$88.9K +1,908 +24%
KPWG
1934
KFA Private Wealth Group
Virginia
$463K -$98K -2,103 -18%
NP
1935
NorthRock Partners
Minnesota
$462K +$77.3K +1,659 +20%
CF
1936
Corrigan Financial
Rhode Island
$459K +$140 +3 +0%
WA
1937
Wealth Alliance
New York
$459K +$98.8K +2,121 +28%
RWA
1938
Redhawk Wealth Advisors
Minnesota
$454K -$493K -10,587 -52%
CB
1939
CNB Bank
Pennsylvania
$454K +$838 +18 +0.2%
HPWM
1940
Highland Private Wealth Management
Washington
$454K +$21.9K +471 +5%
HI
1941
Hendershot Investments
Virginia
$453K – – –
OR
1942
Olympiad Research
Connecticut
$452K +$22.5K +483 +5%
FBT
1943
First Bank & Trust
South Dakota
$451K – – –
MC
1944
Machina Capital
France
$451K +$447K +9,600 New
TFA
1945
Trinity Financial Advisors
Ohio
$450K -$1.12K -24 -0.2%
AIA
1946
Armor Investment Advisors
North Carolina
$450K +$25.7K +552 +6%
RHP
1947
Royal Harbor Partners
Texas
$449K – – –
LIA
1948
LBMC Investment Advisors
Tennessee
$449K +$201K +4,314 +82%
EWM
1949
Endurance Wealth Management
Rhode Island
$448K -$22.1K -474 -5%
TPWA
1950
TRUE Private Wealth Advisors
Oregon
$447K -$137K -2,934 -24%
76 77
78
79 80