Name Holding Trade Value Shares
Change
Change in
Stake
OP
1701
ORG Partners
Indiana
$235K +$40.5K +90 +22%
SAM
1702
Strive Asset Management
Ohio
$234K -$7.65K -17 -3%
RTC
1703
Riverview Trust Company
Washington
$234K -$4.05K -9 -2%
TI
1704
TrueMark Investments
Illinois
$234K +$226K +502 New
4WM
1705
49 Wealth Management
Texas
$234K -$55.4K -123 -20%
TFF
1706
The Family Firm
Maryland
$234K – – –
LAS
1707
Lloyd Advisory Services
Georgia
$233K +$225K +500 New
WIM
1708
Warwick Investment Management
Texas
$233K +$225K +500 New
MF
1709
Montis Financial
Massachusetts
$233K – – –
SNB
1710
Security National Bank
Nebraska
$233K +$127K +281 +128%
CAS
1711
CTC Alternative Strategies
Illinois
$233K +$225K +500 New
AWM
1712
Austin Wealth Management
Texas
$232K +$16.7K +37 +8%
CM
1713
Capula Management
Cayman Islands
$232K +$123K +274 +122%
BFA
1714
Bragg Financial Advisors
North Carolina
$231K -$7.2K -16 -3%
NC
1715
NewSquare Capital
Pennsylvania
$231K +$66.2K +147 +42%
TPW
1716
Transatlantique Private Wealth
New York
$231K +$224K +497 New
DA
1717
Dillon & Associates
Michigan
$231K -$900 -2 -0.4%
OC
1718
Oakworth Capital
Alabama
$231K -$54K -120 -19%
CCIA
1719
Cherry Creek Investment Advisors
Colorado
$231K – – –
GIM
1720
Gold Investment Management
Alberta, Canada
$230K – – –
LWIC
1721
Leith Wheeler Investment Counsel
British Columbia, Canada
$230K +$223K +495 New
PCFFS
1722
Pacific Center for Financial Services
California
$230K – – –
BAM
1723
Brave Asset Management
New Jersey
$230K -$6.75K -15 -3%
TB
1724
Terril Brothers
Missouri
$230K +$2.25K +5 +1%
CA
1725
Clune & Associates
Illinois
$229K – – –