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Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1251
Country Club Bank
Missouri
$217K +$220K +3,690 New
WOSD
1252
WFA of San Diego
California
$216K -$49.3K -826 -18%
BBNB
1253
Baker Boyer National Bank
Washington
$216K -$8.71K -146 -4%
BW
1254
Bison Wealth
Georgia
$216K – – –
SIMG
1255
Sonora Investment Management Group
Arizona
$216K +$227K +3,799 New
BWM
1256
Buckley Wealth Management
Nevada
$215K +$226K +3,780 New
SDWIA
1257
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K – – –
GIP
1258
Greatmark Investment Partners
Georgia
$213K -$7.64K -128 -3%
BLC
1259
Brown, Lisle/Cummings
Rhode Island
$213K – – –
VWA
1260
Visionary Wealth Advisors
Illinois
$212K -$36.3K -608 -14%
HNWAG
1261
High Net Worth Advisory Group
Florida
$212K +$83.2K +1,394 +60%
FANJ
1262
Financial Architects (New Jersey)
New Jersey
$211K -$107K -1,789 -33%
BWM
1263
BCS Wealth Management
Tennessee
$211K +$5.55K +93 +3%
SXL
1264
Summit X LLC
Missouri
$210K -$55.2K -926 -20%
CWM
1265
Calamos Wealth Management
Illinois
$210K +$220K +3,690 New
BRM
1266
Boston Research & Management
Massachusetts
$209K -$19.8K -332 -8%
FNBSF
1267
First National Bank Sioux Falls
South Dakota
$208K – – –
MWP
1268
Meridian Wealth Partners
Pennsylvania
$208K +$9.84K +165 +5%
LWM
1269
Loveless Wealth Management
Montana
$207K – – –
ST
1270
Sabal Trust
Florida
$207K – – –
NIM
1271
Northeast Investment Management
Massachusetts
$207K +$7.64K +128 +4%
PWAG
1272
Polaris Wealth Advisory Group
California
$207K +$222K +3,714 New
LA
1273
LexAurum Advisors
Kansas
$206K +$216K +3,619 New
BCMO
1274
Buckingham Capital Management (Ohio)
Ohio
$205K – – –
ECG
1275
Edge Capital Group
Georgia
$205K +$2.27K +38 +1%
49 50
51
52 53