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Name Holding Trade Value Shares
Change 		Change in
Stake
FNWM
3001
Financial Network Wealth Management
Utah
$234K -$58.4K -948 -20%
GA
3002
GSG Advisors
New Jersey
$234K +$11.3K +183 +5%
BGAI
3003
Bruce G. Allen Investments
Colorado
$234K -$77.3K -1,255 -25%
PMG
3004
Private Management Group
California
$234K +$4.19K +68 +2%
IJWM
3005
Inman Jager Wealth Management
Mississippi
$233K -$11.2K -182 -5%
BWP
3006
Baldwin Wealth Partners
Massachusetts
$232K -$162K -2,628 -41%
MJP
3007
Michael J. Puzo
$232K -$16.9K -275 -7%
SWG
3008
Summit Wealth Group
Vermont
$232K -$7.51K -122 -3%
CWM
3009
Cherrydale Wealth Management
New Jersey
$232K -$923 -15 -0.4%
CMI
3010
Clare Market Investments
Texas
$232K +$616 +10 +0.3%
MAA
3011
Mraz Amerine & Associates
California
$232K +$234K +3,806 New
SGI
3012
Swan Global Investments
Colorado
$231K +$231K +3,748 New
ECM
3013
Eisler Capital Management
United Kingdom
$231K +$231K +3,747 New
LFG
3014
Lazard Frères Gestion
France
$231K -$53.2K -864 -19%
JTWM
3015
Jackson Thornton Wealth Management
Alabama
$231K +$255K +4,141 New
HC
3016
Hamilton Capital
Ohio
$230K -$15.1K -245 -6%
AMCA
3017
Arthur M. Cohen & Associates
Illinois
$230K +$6.46K +105 +3%
CASB
3018
Cape Ann Savings Bank
Massachusetts
$230K +$12.3K +200 +6%
GI
3019
Gradient Investments
Minnesota
$229K +$1.11K +18 +0.5%
CWM
3020
Chemistry Wealth Management
New York
$228K +$9.23K +150 +4%
WA
3021
Wealthstream Advisors
New York
$228K +$11.8K +191 +5%
NJBEST
3022
New Jersey Better Educational Savings Trust
New Jersey
$227K – – –
WA
3023
Westfuller Advisors
New York
$227K +$1.11K +18 +0.5%
BFA
3024
Bright Financial Advisors
Michigan
$227K +$227K +3,682 New
TM
3025
TigerOak Management
New Mexico
$226K – – –
119 120
121
122 123