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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1651
Plancorp LLC
Missouri
$226K +$191K +2,138 New
SR
1652
Swiss Re
Switzerland
$226K +$166K +1,860 +569%
NAM
1653
NTV Asset Management
West Virginia
$226K +$195K +2,187 New
SWM
1654
Stockman Wealth Management
Montana
$226K +$195K +2,185 New
CAC
1655
Certified Advisory Corp
Florida
$225K +$194K +2,175 New
WI
1656
WBI Investments
New Jersey
$225K +$194K +2,174 New
SL
1657
Salomon & Ludwin
Virginia
$225K – – –
AWM
1658
Aries Wealth Management
Maine
$224K +$194K +2,170 New
UWPG
1659
Ullmann Wealth Partners Group
Florida
$224K +$193K +2,162 New
SAM
1660
Sagewood Asset Management
New York
$223K +$193K +2,160 New
SWM
1661
SHP Wealth Management
Massachusetts
$223K +$23.6K +264 +14%
CM
1662
Cercano Management
Washington
$223K +$192K +2,155 New
DW30
1663
Drucker Wealth 3.0
New Jersey
$223K +$192K +2,151 New
EM
1664
ELCO Management
New York
$222K +$192K +2,149 New
SMBT
1665
Southern Michigan Bank & Trust
Michigan
$222K -$6.96K -78 -4%
OFO
1666
OneAscent Family Office
Alabama
$222K +$192K +2,147 New
ONST
1667
Old North State Trust
North Carolina
$222K +$192K +2,147 New
JWM
1668
Jeppson Wealth Management
California
$222K +$191K +2,144 New
RF
1669
Rossby Financial
Florida
$221K -$118K -1,319 -38%
NJIM
1670
Nabity-Jensen Investment Management
Nebraska
$220K +$190K +2,127 New
CA
1671
Chatterton & Associates
California
$219K +$190K +2,134 New
RA
1672
Riversedge Advisors
Delaware
$219K +$189K +2,120 New
CYG
1673
Clean Yield Group
Vermont
$219K +$87.3K +978 +86%
CAAS
1674
Capital Asset Advisory Services
Michigan
$218K +$189K +2,112 New
ASA
1675
Axxion S.A.
Luxembourg
$217K +$187K +2,094 New
65 66
67
68 69