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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2076
Baron Wealth Management
Michigan
$574K +$230K +4,739 +78%
BTWM
2077
Baker Tilly Wealth Management
Wisconsin
$573K -$253K -5,203 -33%
BWAM
2078
Boyd Watterson Asset Management
Ohio
$573K -$71.2K -1,464 -12%
JEST
2079
JTC Employer Solutions Trustee
Jersey
$573K – – –
CBT
2080
CoreFirst Bank & Trust
Kansas
$571K -$24.1K -495 -4%
AMM
2081
American Money Management
California
$569K -$77.2K -1,587 -13%
NCM
2082
Northside Capital Management
Oregon
$569K – – –
SFG
2083
Sovereign Financial Group
Connecticut
$568K -$9K -185 -2%
T
2084
TNF
Montana
$568K – – –
CFA
2085
CWS Financial Advisors
Michigan
$566K -$28.3K -581 -5%
CIA
2086
Compass Ion Advisors
Pennsylvania
$565K -$21.5K -443 -4%
KF
2087
Krilogy Financial
Missouri
$565K -$33K -679 -6%
BTIM
2088
BancFirst Trust & Investment Management
Oklahoma
$565K +$3.11K +64 +0.6%
WFM
2089
Wolff Financial Management
Michigan
$565K – – –
RAM
2090
Ramirez Asset Management
New York
$565K – – –
WMA
2091
West Michigan Advisors
Michigan
$564K -$2.04M -42,001 -80%
OL
2092
OneFund LLC
Florida
$563K -$2.58K -53 -0.5%
AIA
2093
Angeles Investment Advisors
California
$561K +$11.5K +237 +2%
WG
2094
Wealth Group
North Carolina
$560K +$10.2K +209 +2%
SAM
2095
S.A. Mason
Michigan
$560K – – –
SDAM
2096
Shulman DeMeo Asset Management
New York
$560K +$1.75K +36 +0.3%
APG
2097
Abacus Planning Group
South Carolina
$558K -$168K -3,458 -25%
CA
2098
CWC Advisors
Oregon
$558K +$510K +10,490 New
FPCP
2099
Fort Point Capital Partners
California
$558K -$389 -8 -0.1%
AAP
2100
Arax Advisory Partners
Colorado
$558K -$827 -17 -0.2%
82 83
84
85 86