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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1776
Community Bank
New York
$219K – – –
PWM
1777
PBMares Wealth Management
Virginia
$219K +$158K +6,537 New
GAG
1778
GM Advisory Group
New York
$219K +$158K +6,536 New
JCM
1779
Jacobsen Capital Management
Utah
$219K +$158K +6,533 New
WJWM
1780
Williams Jones Wealth Management
New York
$218K +$158K +6,511 New
CA
1781
Claro Advisors
Massachusetts
$218K +$158K +6,510 New
NPT
1782
Nixon Peabody Trust
Massachusetts
$218K +$158K +6,507 New
LSIA
1783
LaSalle St. Investment Advisors
Illinois
$218K +$158K +6,521 New
AF
1784
Alerus Financial
North Dakota
$217K -$23.5K -969 -13%
LCM
1785
Lazari Capital Management
California
$217K +$157K +6,475 New
B
1786
Birchbrook
Maine
$217K – – –
EWP
1787
Elevation Wealth Partners
California
$217K +$2.04K +84 +1%
OWIM
1788
Old West Investment Management
California
$216K +$156K +6,440 New
CFG
1789
CKW Financial Group
Hawaii
$216K – – –
CFO
1790
Capitol Family Office
Oregon
$216K +$102K +4,201 +188%
SFG
1791
SevenBridge Financial Group
Pennsylvania
$216K +$138K +5,691 New
BAM
1792
Brave Asset Management
New Jersey
$216K -$138K -5,712 -47%
AFO
1793
Arrowroot Family Office
California
$215K +$155K +6,418 New
AAM
1794
Augustine Asset Management
Florida
$215K +$155K +6,413 New
GFPC
1795
Global Financial Private Client
Florida
$215K +$155K +6,413 New
NRC
1796
New Republic Capital
North Carolina
$215K +$155K +6,411 New
MSF
1797
Mustard Seed Financial
Arkansas
$215K +$155K +6,396 New
RCM
1798
RB Capital Management
Nevada
$214K +$155K +6,383 New
VC
1799
Vicus Capital
Pennsylvania
$214K +$155K +6,382 New
CIP
1800
Convergence Investment Partners
Florida
$214K +$154K +6,375 New
70 71
72
73 74