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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
3126
Safeguard Financial
Wisconsin
$335K +$332K +973 New
LD
3127
Lipe & Dalton
New York
$334K – – –
AHL
3128
Abel Hall LLC
Louisiana
$333K +$5.12K +15 +2%
RWM
3129
Revisor Wealth Management
Ohio
$333K -$86K -252 -21%
WG
3130
Watchman Group
Texas
$333K -$4.09K -12 -1%
JSAM
3131
J. Safra Asset Management
New York
$333K +$122K +359 +59%
WCM
3132
WealthBridge Capital Management
Ohio
$332K -$142K -415 -30%
AWA
3133
Aletheian Wealth Advisors
Washington
$332K +$26.3K +77 +9%
CCP
3134
Clarity Capital Partners
California
$330K -$321K -940 -49%
EMAM
3135
Encompass More Asset Management
California
$329K +$17.4K +51 +6%
HA
3136
Hanover Advisors
South Carolina
$329K – – –
CTB
3137
Country Trust Bank
Illinois
$327K +$181K +532 +127%
AWM
3138
Avondale Wealth Management
Texas
$327K +$34.1K +100 +12%
ORC
3139
O'Rourke & Company
Massachusetts
$327K – – –
WHCI
3140
W.H. Cornerstone Investments
Massachusetts
$327K +$2.05K +6 +0.6%
TBC
3141
Ted Buchan & Co
California
$327K -$191K -561 -37%
4WM
3142
49 Wealth Management
Texas
$326K +$331K +970 New
SWM
3143
Sculati Wealth Management
Michigan
$326K – – –
HP
3144
Hyperion Partners
Pennsylvania
$325K -$17.1K -50 -5%
RSWA
3145
Robinson Smith Wealth Advisors
Maine
$325K +$53.9K +158 +20%
CCM
3146
Chickasaw Capital Management
Tennessee
$325K +$20.5K +60 +7%
BWA
3147
Bordeaux Wealth Advisors
California
$324K -$45K -132 -12%
CAM
3148
Close Asset Management
United Kingdom
$324K +$188K +550 +140%
AA
3149
Alesco Advisors
New York
$324K -$56.3K -165 -15%
EA
3150
Echo45 Advisors
California
$324K -$45.7K -134 -12%
124 125
126
127 128