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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
2576
MB, Levis & Associates
Pennsylvania
$386K +$1.17K +19 +0.3%
ABTD
2577
Arvest Bank Trust Division
Oklahoma
$386K -$17.3M -281,393 -98%
LWM
2578
LeConte Wealth Management
Tennessee
$386K +$385K +6,260 New
ITIM
2579
Indiana Trust & Investment Management
Indiana
$386K – – –
TWM
2580
TriaGen Wealth Management
California
$386K -$10.7K -174 -3%
PPWM
2581
Paragon Private Wealth Management
Kentucky
$385K +$118K +1,920 +44%
MCM
2582
MV Capital Management
Maryland
$385K +$61.8K +1,004 +19%
MTC
2583
Matrix Trust Company
Colorado
$385K +$103K +1,676 +37%
LAM
2584
Lummis Asset Management
Texas
$385K +$411K +6,668 New
FC
2585
Financial Council
Maryland
$385K – – –
NIWA
2586
New Insight Wealth Advisors
California
$385K -$51.5K -837 -12%
JSL
2587
JT Stratford LLC
Georgia
$384K -$1.74M -28,253 -82%
GWP
2588
Gateway Wealth Partners
Wisconsin
$384K +$42.2K +685 +12%
AR
2589
Apeiron RIA
Texas
$384K -$42.6K -692 -10%
FPL
2590
Fortress Private Ledger
North Carolina
$384K +$129K +2,099 +51%
KPWG
2591
KFA Private Wealth Group
Virginia
$383K +$109K +1,776 +40%
JCM
2592
Jacobsen Capital Management
Utah
$383K +$47.7K +774 +14%
SCI
2593
Silver Coast Investments
United States
$382K -$152K -2,473 -29%
WCF
2594
West Coast Financial
California
$380K – – –
AWMG
2595
Alliance Wealth Management Group
New Jersey
$380K – – –
GDP
2596
Great Diamond Partners
Maine
$380K +$1.66K +27 +0.4%
MHC
2597
May Hill Capital
Massachusetts
$380K -$12.5K -203 -3%
SAF
2598
Smith Anglin Financial
Texas
$379K +$46.7K +758 +14%
CVA
2599
Central Valley Advisors
California
$379K -$46.7K -758 -11%
HTIM
2600
Harbour Trust & Investment Management
Indiana
$379K -$9.23K -150 -2%
102 103
104
105 106