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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
2051
Gilman Hill Asset Management
Connecticut
$217K +$233K +2,190 New
LIM
2052
Loudon Investment Management
New Hampshire
$216K – – –
FWTB
2053
First Western Trust Bank
Colorado
$216K +$231K +2,180 New
SC
2054
Schiavi & Co
Delaware
$216K +$231K +2,180 New
BFP
2055
Briaud Financial Planning
Texas
$216K – – –
SFA
2056
Souders Financial Advisors
Ohio
$216K +$2.65K +25 +1%
GWM
2057
Gray Wealth Management
Maine
$215K +$11K +104 +5%
VC
2058
Vicus Capital
Pennsylvania
$215K +$230K +2,163 New
DWAM
2059
Duncan Williams Asset Management
Tennessee
$214K +$229K +2,159 New
LHWM
2060
Lake Hills Wealth Management
Texas
$214K +$229K +2,154 New
CA
2061
Continuum Advisory
Idaho
$213K +$10.2K +96 +5%
ICP
2062
Impact Capital Partners
Colorado
$212K +$227K +2,142 New
ALAM
2063
Asahi Life Asset Management
Japan
$212K -$325K -3,060 -59%
LSIA
2064
LaSalle St. Investment Advisors
Illinois
$212K +$14.8K +139 +7%
FFA
2065
Fi3 Financial Advisors
Indiana
$212K +$227K +2,137 New
BA
2066
Bellwether Advisors
Nebraska
$212K -$4.67K -44 -2%
GG
2067
GenWealth Group
New Jersey
$212K -$1.7K -16 -0.7%
SW
2068
Solidarity Wealth
Utah
$212K -$5.31K -50 -2%
1WM
2069
1900 Wealth Management
Texas
$211K +$226K +2,132 New
LC
2070
LCNB Corp
Ohio
$211K +$6.79K +64 +3%
OHWP
2071
Oak Harbor Wealth Partners
North Carolina
$211K +$8.07K +76 +4%
MCI
2072
MRP Capital Investments
Georgia
$211K -$27.1K -255 -11%
MCM
2073
Maple Capital Management
Vermont
$210K +$225K +2,122 New
PCH
2074
PGIM Custom Harvest
New Jersey
$210K +$225K +2,119 New
OC
2075
Oakworth Capital
Alabama
$210K -$122K -1,147 -35%
81 82
83
84 85