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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2401
True Wealth Design
Ohio
$541K -$178K -1,761 -31%
BIM
2402
Barton Investment Management
Pennsylvania
$540K +$391K +3,870 New
LWM
2403
LeConte Wealth Management
Tennessee
$540K -$85.3K -844 -18%
GGI
2404
Godsey & Gibb Inc
Virginia
$538K -$17.5K -173 -4%
LFS
2405
Littlejohn Financial Services
Oregon
$538K +$390K +3,853 New
GIM
2406
Goelzer Investment Management
Indiana
$538K +$389K +3,850 New
FI
2407
Financial Insights
Washington
$536K +$388K +3,841 New
GGS
2408
Galvin Gaustad & Stein
Arizona
$536K -$355K -3,514 -48%
ECM
2409
Elgethun Capital Management
South Dakota
$536K -$124K -1,229 -24%
BFP
2410
Briaud Financial Planning
Texas
$536K +$388K +3,836 New
GSWM
2411
Greenup Street Wealth Management
Michigan
$536K +$388K +3,836 New
TNB
2412
Thomasville National Bank
Georgia
$535K +$388K +3,835 New
LWA
2413
Lifelong Wealth Advisors
Minnesota
$532K +$386K +3,813 New
SF
2414
Symphony Financial
Texas
$531K -$228K -2,250 -37%
SMA
2415
Sage Mountain Advisors
Georgia
$531K -$298K -2,950 -44%
VC
2416
Veracity Capital
Georgia
$529K +$383K +3,788 New
IDBONY
2417
Israel Discount Bank of New York
New York
$527K -$92.9K -919 -20%
CNBOF
2418
City National Bank of Florida
Florida
$527K +$382K +3,774 New
RPC
2419
Rossmore Private Capital
Connecticut
$527K +$382K +3,773 New
SIAG
2420
Safeguard Investment Advisory Group
California
$526K +$381K +3,765 New
RWA
2421
Redhawk Wealth Advisors
Minnesota
$525K +$380K +3,759 New
NGA
2422
Naples Global Advisors
Florida
$525K +$380K +3,757 New
RYIA
2423
Roehl & Yi Investment Advisors
Oregon
$524K +$380K +3,756 New
FPB
2424
First PREMIER Bank
South Dakota
$524K -$8.29K -82 -2%
CFO
2425
Capitol Family Office
Oregon
$524K -$350K -3,457 -48%
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