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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3001
Ariadne Wealth Management
California
$349K -$98.5K -1,258 -22%
CASB
3002
Cape Ann Savings Bank
Massachusetts
$349K +$8.61K +110 +3%
BDL
3003
Bey-Douglas LLC
Georgia
$348K -$40.5K -517 -10%
ABTD
3004
Arvest Bank Trust Division
Oklahoma
$347K -$18.4K -235 -5%
HFRG
3005
Houlihan Financial Resource Group
Virginia
$347K -$15.7K -200 -4%
RIA
3006
Richwood Investment Advisors
Ohio
$347K – – –
PTCG
3007
Pring Turner Capital Group
California
$347K – – –
CB
3008
Centennial Bank
Arkansas
$346K -$47.4K -606 -12%
DA
3009
Dover Advisors
Virginia
$346K +$16.8K +215 +5%
PAG
3010
Private Advisory Group
Washington
$346K +$40.9K +523 +13%
SCM
3011
Sterneck Capital Management
Missouri
$345K – – –
BPW
3012
BlueDoor Private Wealth
Massachusetts
$344K -$18.7K -239 -5%
FNWM
3013
Financial Network Wealth Management
Utah
$344K -$3.44K -44 -1%
AAG
3014
Asset Advisory Group
New Jersey
$344K – – –
SA
3015
Skyline Advisors
Washington
$344K +$1.72K +22 +0.5%
AIA
3016
Allied Investment Advisors
Montana
$344K – – –
LCWM
3017
Legacy Capital Wealth Management
Texas
$343K +$346K +4,425 New
CCG
3018
Catalina Capital Group
California
$343K +$3.37K +43 +1%
BCMLT
3019
Beacon Capital Management LLC (Tennessee)
Tennessee
$343K -$59.2K -756 -15%
TPWA
3020
Twin Peaks Wealth Advisors
California
$342K +$36.1K +461 +12%
BA
3021
Ballast Advisors
Minnesota
$342K +$1.1K +14 +0.3%
BI
3022
Beckerman Institutional
New Jersey
$342K – – –
TAM
3023
Titleist Asset Management
Texas
$342K +$5.64K +72 +2%
NBWM
3024
North Berkeley Wealth Management
California
$341K – – –
RFN
3025
Redwood Financial Network
Ohio
$341K -$24.3K -310 -7%
119 120
121
122 123