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Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
2376
McElhenny Sheffield Capital Management
Texas
$544K +$394K +3,895 New
THL
2377
Tillman Hartley LLC
Colorado
$543K +$393K +3,891 New
GDP
2378
Great Diamond Partners
Maine
$543K +$393K +3,889 New
AWA
2379
Amplius Wealth Advisors
Pennsylvania
$542K -$80.2K -793 -17%
PIMG
2380
Patriot Investment Management Group
Tennessee
$541K +$392K +3,878 New
FNA
2381
First National Advisers
Nebraska
$541K +$392K +3,878 New
AIS
2382
Advocate Investing Services
Maryland
$541K – – –
TWD
2383
True Wealth Design
Ohio
$541K -$178K -1,761 -31%
BIM
2384
Barton Investment Management
Pennsylvania
$540K +$391K +3,870 New
LWM
2385
LeConte Wealth Management
Tennessee
$540K -$85.3K -844 -18%
GGI
2386
Godsey & Gibb Inc
Virginia
$538K -$17.5K -173 -4%
LFS
2387
Littlejohn Financial Services
Oregon
$538K +$390K +3,853 New
GIM
2388
Goelzer Investment Management
Indiana
$538K +$389K +3,850 New
GGS
2389
Galvin Gaustad & Stein
Arizona
$536K -$355K -3,514 -48%
ECM
2390
Elgethun Capital Management
South Dakota
$536K -$124K -1,229 -24%
BFP
2391
Briaud Financial Planning
Texas
$536K +$388K +3,836 New
GSWM
2392
Greenup Street Wealth Management
Michigan
$536K +$388K +3,836 New
TNB
2393
Thomasville National Bank
Georgia
$535K +$388K +3,835 New
LWA
2394
Lifelong Wealth Advisors
Minnesota
$532K +$386K +3,813 New
SF
2395
Symphony Financial
Texas
$531K -$228K -2,250 -37%
SMA
2396
Sage Mountain Advisors
Georgia
$531K -$298K -2,950 -44%
VC
2397
Veracity Capital
Georgia
$529K +$383K +3,788 New
IDBONY
2398
Israel Discount Bank of New York
New York
$527K -$92.9K -919 -20%
CNBOF
2399
City National Bank of Florida
Florida
$527K +$382K +3,774 New
RPC
2400
Rossmore Private Capital
Connecticut
$527K +$382K +3,773 New
94 95
96
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