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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1701
TrueMark Investments
Illinois
$234K +$226K +502 New
4WM
1702
49 Wealth Management
Texas
$234K -$55.4K -123 -20%
TFF
1703
The Family Firm
Maryland
$234K – – –
LAS
1704
Lloyd Advisory Services
Georgia
$233K +$225K +500 New
WIM
1705
Warwick Investment Management
Texas
$233K +$225K +500 New
MF
1706
Montis Financial
Massachusetts
$233K – – –
SNB
1707
Security National Bank
Nebraska
$233K +$127K +281 +128%
CAS
1708
CTC Alternative Strategies
Illinois
$233K +$225K +500 New
AWM
1709
Austin Wealth Management
Texas
$232K +$16.7K +37 +8%
CM
1710
Capula Management
Cayman Islands
$232K +$123K +274 +122%
BFA
1711
Bragg Financial Advisors
North Carolina
$231K -$7.2K -16 -3%
NC
1712
NewSquare Capital
Pennsylvania
$231K +$66.2K +147 +42%
TPW
1713
Transatlantique Private Wealth
New York
$231K +$224K +497 New
DA
1714
Dillon & Associates
Michigan
$231K -$900 -2 -0.4%
OC
1715
Oakworth Capital
Alabama
$231K -$54K -120 -19%
CCIA
1716
Cherry Creek Investment Advisors
Colorado
$231K – – –
GIM
1717
Gold Investment Management
Alberta, Canada
$230K – – –
LWIC
1718
Leith Wheeler Investment Counsel
British Columbia, Canada
$230K +$223K +495 New
PCFFS
1719
Pacific Center for Financial Services
California
$230K – – –
BAM
1720
Brave Asset Management
New Jersey
$230K -$6.75K -15 -3%
TB
1721
Terril Brothers
Missouri
$230K +$2.25K +5 +1%
CA
1722
Clune & Associates
Illinois
$229K – – –
AWM
1723
Aprio Wealth Management
Georgia
$228K +$221K +491 New
CWA
1724
Cura Wealth Advisors
Illinois
$228K – – –
TFIPS
1725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$228K – – –
67 68
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