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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3001
Compton Financial Group
Maryland
$440K – – –
SAM
3002
Sompo Asset Management
Japan
$440K +$39.6K +260 +10%
GPWM
3003
Grant Private Wealth Management
California
$439K +$53.2K +349 +14%
APWA
3004
Atlas Private Wealth Advisors
New Jersey
$439K -$147K -968 -25%
BWM
3005
Bosman Wealth Management
California
$438K – – –
RIA
3006
Realta Investment Advisors
Delaware
$438K -$44.3K -291 -9%
WDL
3007
Well Done LLC
Michigan
$438K -$7.77K -51 -2%
KOC
3008
Koss-Olinger Consulting
Florida
$438K -$1.37K -9 -0.3%
BHFP
3009
Blom & Howell Financial Planning
California
$438K +$437K +2,872 New
WBCM
3010
Wilson & Boucher Capital Management
California
$437K +$152 +1 +0%
VH
3011
Visionary Horizons
Tennessee
$436K -$18.4K -121 -4%
FM
3012
Family Management
New York
$436K +$61.1K +401 +16%
DWML
3013
Decker Wealth Management LLC
Tennessee
$435K +$435K +2,857 New
SFG
3014
Strive Financial Group
Indiana
$435K +$435K +2,853 New
DLCIG
3015
D.L. Carlson Investment Group
New Hampshire
$435K -$1.98K -13 -0.5%
VFM
3016
Vision Financial Markets
Connecticut
$434K +$305 +2 +0.1%
SA
3017
Sylvest Advisors
Texas
$434K +$1.83K +12 +0.4%
CA
3018
COFG Advisors
Illinois
$434K +$434K +2,847 New
CDWM
3019
Campbell Deegan Wealth Management
Virginia
$434K -$457 -3 -0.1%
MHWM
3020
Montz Harcus Wealth Management
Louisiana
$432K +$6.09K +40 +1%
Q
3021
QVR
California
$432K +$432K +2,837 New
GAB
3022
German American Bancorp
Indiana
$432K -$7.46K -49 -2%
RIP
3023
Reliant Investment Partners
North Carolina
$432K -$2.44K -16 -0.6%
GH
3024
GAM Holding
Switzerland
$432K -$1.35M -8,872 -76%
RA
3025
Rubicon Advisors
California
$432K +$431K +2,831 New
119 120
121
122 123