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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Cladis Investment Advisory
Montana
$882K – – –
SAM
1227
Secure Asset Management
Michigan
$879K -$159K -714 -15%
JWA
1228
JFS Wealth Advisors
Pennsylvania
$879K -$4.23K -19 -0.5%
WG
1229
Welch Group
Alabama
$876K +$2.23K +10 +0.2%
SWM
1230
Silverlake Wealth Management
Vermont
$875K -$3.78K -17 -0.4%
EA
1231
Everpar Advisors
Oklahoma
$873K -$19.4K -87 -2%
CCA
1232
Cravens & Co Advisors
Tennessee
$871K -$190K -853 -17%
GBWM
1233
Granite Bay Wealth Management
New Hampshire
$871K +$895K +4,025 New
RIM
1234
RW Investment Management
Idaho
$870K – – –
PCM
1235
Permanent Capital Management
Illinois
$870K +$222 +1 +0%
TCM
1236
Thoma Capital Management
Maryland
$866K +$30.5K +137 +4%
BSG
1237
Black Swift Group
Colorado
$866K -$2.22M -10,000 -71%
MWC
1238
MBM Wealth Consultants
Missouri
$863K +$143K +642 +19%
SAM
1239
Silphium Asset Management
United Kingdom
$863K +$175K +785 +25%
FWA
1240
Fulcrum Wealth Advisors
Washington
$859K +$5.56K +25 +0.6%
GPWM
1241
Grant Private Wealth Management
California
$858K -$58.5K -263 -6%
SDWIA
1242
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$857K -$7.12K -32 -0.8%
CHAM
1243
Clear Harbor Asset Management
Connecticut
$855K -$471K -2,118 -35%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$855K -$1.62M -7,301 -65%
FCMT
1245
Founders Capital Management (Texas)
Texas
$855K – – –
PBC
1246
Pavion Blue Capital
California
$852K – – –
FWI
1247
Facet Wealth Inc
Maryland
$849K +$210K +946 +32%
APP
1248
Avantax Planning Partners
Iowa
$849K -$96.1K -432 -10%
BAM
1249
Byrne Asset Management
New Jersey
$846K -$92.6K -416 -10%
VGDSS
1250
VUB Generali dochodkova spravcovska spolocnost
$845K – – –
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