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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
5626
Cullen Capital Management
New York
$764K – – –
SP
5627
SWS Partners
Ohio
$761K +$286 +1 +0%
BFS
5628
Beacon Financial Strategies
North Carolina
$760K +$31.5K +110 +4%
SWM
5629
Schwallier Wealth Management
Michigan
$757K -$42.6K -149 -5%
GWM
5630
Global Wealth Management
New Jersey
$756K +$572 +2 +0.1%
AWMNH
5631
Arcadia Wealth Management (New Hampshire)
New Hampshire
$753K +$76.7K +268 +11%
VP
5632
Verisail Partners
Georgia
$753K -$16.9K -59 -2%
LW
5633
Lauer Wealth
Indiana
$751K +$53.8K +188 +9%
TIA
5634
Teucrium Investment Advisors
Vermont
$747K +$739K +2,583 New
TFP
5635
Traction Financial Partners
Wyoming
$744K -$6.58K -23 -0.9%
DACS
5636
Dymon Asia Capital (Singapore)
Singapore
$744K +$735K +2,570 New
JHP
5637
James Hambro & Partners
United Kingdom
$743K +$36.6K +128 +5%
IMC
5638
Investment Management Corporation
Virginia
$741K +$10K +35 +1%
TCM
5639
Twele Capital Management
Minnesota
$740K +$286 +1 +0%
LKIM
5640
Lawson Kroeker Investment Management
Nebraska
$738K -$71.5K -250 -9%
TWM
5641
Thryve Wealth Management
Texas
$737K -$799K -2,793 -52%
LA
5642
Layline Advisors
New York
$735K +$727K +2,541 New
JWBC
5643
John W. Brooker & Co
California
$733K +$60.9K +213 +9%
MCB
5644
Morton Community Bank
Illinois
$733K – – –
TA
5645
TKG Advisors
Indiana
$732K -$315K -1,103 -30%
TDWM
5646
Topel & Distasi Wealth Management
California
$731K -$341K -1,192 -32%
UA
5647
Unison Advisors
District of Columbia
$731K +$17.4K +61 +2%
PCMM
5648
Piedmont Capital Management (Montana)
Montana
$729K +$57.2K +200 +9%
NPAN
5649
Northeast Planning Associates NH
New Hampshire
$729K +$35.8K +125 +4%
TFP
5650
Triune Financial Partners
Kansas
$728K +$213K +744 +42%
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226
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