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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2576
Well Done LLC
Michigan
$323K -$26K -379 -8%
CSWM
2577
Cassady Schiller Wealth Management
Ohio
$321K – – –
SWM
2578
Salvus Wealth Management
New Jersey
$321K +$31.7K +463 +12%
BL
2579
BFSG LLC
California
$321K -$616 -9 -0.2%
SFA
2580
Source Financial Advisors
New York
$321K +$548 +8 +0.2%
WWP
2581
WR Wealth Planners
Missouri
$321K +$15.8K +231 +5%
TF
2582
Threadgill Financial
Texas
$321K -$48.8K -713 -14%
BBNA
2583
Bremer Bank National Association
Minnesota
$320K -$3.41M -49,745 -92%
JWS
2584
Juncture Wealth Strategies
Arizona
$320K +$305K +4,455 New
FFG
2585
Fortem Financial Group
California
$320K -$566K -8,270 -65%
PTCG
2586
Pring Turner Capital Group
California
$319K -$41.1K -600 -12%
LT
2587
Legacy Trust
Michigan
$316K +$24.7K +360 +9%
PWM
2588
PBMares Wealth Management
Virginia
$316K +$137 +2 +0%
BBP
2589
Banco BTG Pactual
Brazil
$316K -$497K -7,256 -62%
BOS
2590
Bank of Stockton
California
$314K – – –
TF
2591
Trek Financial
Arizona
$314K -$153K -2,240 -34%
NCTC
2592
New Covenant Trust Company
Indiana
$314K +$9.86K +144 +3%
AGC
2593
Aspen Grove Capital
Colorado
$313K – – –
PIA
2594
Pinion Investment Advisors
Kansas
$312K -$45.7K -668 -13%
BWM
2595
BCGM Wealth Management
Indiana
$311K +$1.44K +21 +0.5%
DS
2596
DRW Securities
Illinois
$311K -$684K -9,991 -70%
FA
2597
FDx Advisors
Illinois
$311K +$959 +14 +0.3%
CWM
2598
CarsonAllaria Wealth Management
Illinois
$311K -$13.7K -200 -4%
TRIA
2599
Trail Ridge Investment Advisors
Colorado
$311K – – –
CP
2600
Castleview Partners
Texas
$311K -$17.5K -255 -6%
102 103
104
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