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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2076
First United Bank & Trust
Maryland
$573K -$103K -990 -18%
PWM
2077
Paulson Wealth Management
Illinois
$572K -$124K -1,194 -21%
BOH
2078
Bank of Hawaii
Hawaii
$568K -$460K -4,431 -49%
MMG
2079
Monetary Management Group
Missouri
$567K – – –
TIA
2080
Tiemann Investment Advisors
California
$566K +$9.87K +95 +2%
CWI
2081
Conscious Wealth Investments
Florida
$565K -$21.2K -204 -4%
ITIM
2082
Indiana Trust & Investment Management
Indiana
$562K +$2.08K +20 +0.4%
KAH
2083
Kathryn A. Hall
$561K – – –
KLCM
2084
KG&L Capital Management
Louisiana
$560K -$43.7K -421 -8%
1WA
2085
180 Wealth Advisors
Washington
$560K -$31.4K -302 -6%
GWM
2086
GK Wealth Management
Nevada
$560K +$153K +1,475 +49%
FWA
2087
FSM Wealth Advisors
Ohio
$560K +$197K +1,892 +71%
SIA
2088
Strategic Investment Advisors
Michigan
$559K -$56.6K -545 -11%
FA
2089
Fountainhead AM
New Jersey
$558K +$44.4K +427 +10%
WSCM
2090
Wellington Shields Capital Management
New York
$557K +$15.8K +152 +4%
MAWA
2091
Moss Adams Wealth Advisors
Washington
$555K -$52.7K -507 -10%
IA
2092
IFG Advisory
Georgia
$555K -$3.64K -35 -0.8%
AL
2093
Arnhold LLC
New York
$554K – – –
OIM
2094
Orca Investment Management
Oregon
$552K +$4.78K +46 +1%
VCM
2095
Vivaldi Capital Management
Illinois
$551K +$1.46K +14 +0.3%
PBF
2096
Petix & Botte Financial
California
$551K – – –
IWA
2097
Inspirion Wealth Advisors
Illinois
$549K +$77.9K +750 +20%
RIS
2098
Retirement Income Solutions
Michigan
$548K – – –
PA
2099
PSI Advisors
Florida
$548K +$229K +2,204 +100%
AF
2100
Aviso Financial
Ontario, Canada
$547K +$10.4K +100 +2%
82 83
84
85 86