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Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
2726
American State Bank (Iowa)
Iowa
$640K -$189K -516 -24%
GCM
2727
Gallacher Capital Management
Colorado
$640K -$109K -297 -15%
BMC
2728
Benin Management Corp
Connecticut
$640K -$7.67K -21 -1%
MC
2729
Matisse Capital
Oregon
$638K -$2.56K -7 -0.4%
SCA
2730
Sippican Capital Advisors
Massachusetts
$638K -$237K -650 -28%
GAM
2731
Grandview Asset Management
Pennsylvania
$637K -$46.4K -127 -7%
IWP
2732
Invenio Wealth Partners
Florida
$636K -$7.67K -21 -1%
FI
2733
Finivi Inc
Massachusetts
$636K +$7.67K +21 +1%
CI
2734
Carroll Investors
South Carolina
$636K +$604K +1,653 New
FG
2735
Foster Group
Iowa
$635K -$13.9K -38 -2%
APW
2736
Austin Private Wealth
Texas
$635K +$81.5K +223 +14%
WS
2737
Wela Strategies
Georgia
$634K -$14.6K -40 -2%
DFG
2738
Demars Financial Group
Washington
$633K -$35.1K -96 -5%
MWVC
2739
Morgens Waterfall Vintiadis & Co
New York
$633K +$603K +1,650 New
FW
2740
FirstPurpose Wealth
Utah
$633K -$65.4K -179 -9%
GC
2741
Garde Capital
Washington
$630K -$56.6K -155 -9%
WFG
2742
Wills Financial Group
Virginia
$629K +$365 +1 +0.1%
WA1
2743
Wimmer Associates 1
California
$629K -$46.8K -128 -7%
LWM
2744
LJI Wealth Management
Indiana
$629K +$3.65K +10 +0.6%
SPWG
2745
Sage Private Wealth Group
Illinois
$628K +$79.6K +218 +15%
CPA
2746
Cardiff Park Advisors
California
$625K – – –
PWA
2747
Primoris Wealth Advisors
Florida
$622K -$9.13K -25 -2%
EWA
2748
Encompass Wealth Advisors
Oregon
$621K – – –
FWM
2749
Finer Wealth Management
Massachusetts
$621K +$12.1K +33 +2%
PM
2750
Phraction Management
Connecticut
$621K +$365 +1 +0.1%
108 109
110
111 112