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GRMN

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
501
BOS Asset Management
Illinois
$291K – – –
DWT
502
Dorsey & Whitney Trust
South Dakota
$287K +$3.94K +34 +2%
ACA
503
Aptus Capital Advisors
Alabama
$285K +$19.3K +166 +8%
1WA
504
180 Wealth Advisors
Washington
$283K +$260K +2,238 New
SAM
505
S.A. Mason
Michigan
$283K -$34.8K -300 -12%
JF
506
Joule Financial
Kentucky
$282K -$4.87K -42 -2%
JCM
507
Jacobi Capital Management
Pennsylvania
$282K -$2.2K -19 -0.9%
IAA
508
Independent Advisor Alliance
North Carolina
$282K -$1.85K -16 -0.7%
AAS
509
Avantax Advisory Services
Texas
$281K +$4.17K +36 +2%
1IA
510
1620 Investment Advisors
Massachusetts
$279K +$9.74K +84 +4%
CWM
511
Connecticut Wealth Management
Connecticut
$277K +$16.2K +140 +7%
BAM
512
Belpointe Asset Management
Nevada
$274K -$11.2K -97 -4%
NIM
513
NEOS Investment Management
Connecticut
$273K +$246K +2,123 New
FWMM
514
Foundation Wealth Management (Missouri)
Missouri
$272K – – –
AFG
515
Alterity Financial Group
Maine
$271K +$244K +2,107 New
GCM
516
Glaxis Capital Management
Florida
$270K – – –
GAM
517
Garrison Asset Management
Arkansas
$268K -$5.33K -46 -2%
CCG
518
Cypress Capital Group
Florida
$268K -$19.6K -169 -7%
CWS
519
Confluence Wealth Services
Pennsylvania
$268K +$242K +2,084 New
OR
520
Olympiad Research
Connecticut
$266K +$240K +2,070 New
PCM
521
Prelude Capital Management
New York
$266K +$240K +2,070 New
BFAG
522
Blackston Financial Advisory Group
Florida
$266K -$13.3K -115 -5%
SS
523
Sound Stewardship
Kansas
$265K +$239K +2,061 New
EDRIA
524
Edmonds Duncan Registered Investment Advisors
Kansas
$264K +$4.52K +39 +2%
IA
525
IFP Advisors
Florida
$260K +$10.2K +88 +5%
19 20
21
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