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Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
1426
Inman Jager Wealth Management
Mississippi
$3.25M +$40K +215 +1%
MIM
1427
Morningstar Investment Management
Illinois
$3.25M – – –
AI
1428
ArchPoint Investors
Florida
$3.25M – – –
NP
1429
Nilsine Partners
Colorado
$3.24M +$26.1K +140 +0.7%
SLI
1430
Sumitomo Life Insurance
Japan
$3.24M -$211K -1,132 -5%
TIM
1431
Tevis Investment Management
Texas
$3.24M +$17.1K +92 +0.5%
BAM
1432
BOCHK Asset Management
Hong Kong
$3.23M -$2.42M -13,000 -40%
BCM
1433
Bourgeon Capital Management
Connecticut
$3.22M +$729K +3,917 +25%
SF
1434
Symphony Financial
Texas
$3.22M -$40K -215 -1%
NG
1435
Navigation Group
California
$3.22M +$26.8K +144 +0.7%
GCM
1436
Graham Capital Management
Connecticut
$3.2M +$3.6M +19,332 New
WJA
1437
Willis Johnson & Associates
Texas
$3.2M -$1.69M -9,072 -32%
AB
1438
ANB Bank
Colorado
$3.2M -$141K -758 -4%
MI
1439
Markowski Investments
Florida
$3.2M +$3.59M +19,293 New
OFA
1440
Orographic Financial Advisors
Colorado
$3.19M +$44.5K +239 +1%
CSA
1441
Cottage Street Advisors
Massachusetts
$3.19M +$3.16K +17 +0.1%
DIM
1442
Delta Investment Management
California
$3.19M -$73.9K -397 -2%
BOCM
1443
Bontempo Ohly Capital Management
Maryland
$3.19M -$12.1K -65 -0.3%
MSFS
1444
Main Street Financial Solutions
Pennsylvania
$3.18M +$442K +2,375 +14%
CWM
1445
Challenger Wealth Management
California
$3.18M +$70.9K +381 +2%
NSAM
1446
North Star Asset Management
Wisconsin
$3.18M -$76.3K -410 -2%
BW
1447
BIP Wealth
Georgia
$3.18M +$1.09M +5,859 +44%
KLWA
1448
Kelly Lawrence W & Associates
California
$3.17M – – –
MNBTD
1449
Moody National Bank Trust Division
Texas
$3.16M -$154K -829 -4%
WA1
1450
Wimmer Associates 1
California
$3.16M +$359K +1,929 +11%
56 57
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