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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Stockman Wealth Management
Montana
$543K +$21.2K +381 +4%
TFA
1927
Triad Financial Advisors
North Carolina
$541K +$508K +9,130 New
CWM
1928
Circle Wealth Management
New Jersey
$540K -$49.6K -890 -9%
HCM
1929
Hillman Capital Management
Maryland
$539K -$60K -1,077 -11%
GWM
1930
Gray Wealth Management
Maine
$539K +$51.8K +931 +11%
SC
1931
Searle & Co
Connecticut
$537K -$1.84K -33 -0.4%
CL
1932
COWA LLC
Oklahoma
$536K +$25.6K +460 +5%
MAM
1933
Magellan Asset Management
Australia
$535K +$82.2K +1,476 +20%
CIA
1934
Cladis Investment Advisory
Montana
$535K +$503K +9,034 New
WAM
1935
WNY Asset Management
New York
$534K -$18.4K -330 -4%
BA
1936
Bristlecone Advisors
Washington
$533K +$112K +2,019 +29%
FAB
1937
First American Bank
Illinois
$530K -$1.62M -29,078 -76%
CHA
1938
Carmichael Hill & Associates
Maryland
$530K -$8.02K -144 -2%
CFO
1939
Collective Family Office
Pennsylvania
$530K +$35.6K +640 +8%
MFG
1940
Monte Financial Group
Connecticut
$526K -$1.73M -30,981 -78%
RIA
1941
Richwood Investment Advisors
Ohio
$523K +$492K +8,836 New
ACM
1942
Argent Capital Management
Missouri
$522K – – –
SAM
1943
Secure Asset Management
Michigan
$522K +$10.6K +190 +2%
FF
1944
FourThought Financial
Florida
$522K +$28.3K +509 +6%
SNB
1945
Security National Bank
Nebraska
$521K -$815K -14,634 -62%
CFD
1946
Creative Financial Designs
Indiana
$519K -$9.58K -172 -2%
WI
1947
WrapManager Inc
California
$518K -$93.2K -1,674 -16%
CWM
1948
Chesapeake Wealth Management
Virginia
$518K -$2.9K -52 -0.6%
HA
1949
HC Advisors
Georgia
$517K +$1.84K +33 +0.4%
TSWM
1950
Tyler-Stone Wealth Management
Ohio
$516K +$485K +8,714 New
76 77
78
79 80