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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1901
Thompson Investment Management
Wisconsin
$99.8K +$4.73K +10 +5%
JWM
1902
JPL Wealth Management
Colorado
$96.8K +$96.6K +204 New
CBT
1903
CoreFirst Bank & Trust
Kansas
$95K – – –
LC
1904
Lavaca Capital
Texas
$95K – – –
MMG
1905
Monetary Management Group
Missouri
$95K – – –
SNB
1906
Security National Bank
Nebraska
$95K – – –
WBWA
1907
William B. Walkup & Associates
South Carolina
$95K – – –
MIM
1908
Meridiem Investment Management
United Kingdom
$93.6K – – –
OAJ
1909
Ogorek Anthony Joseph
New York
$92K +$947 +2 +1%
SWP
1910
Strategic Wealth Partners
Ohio
$91.2K +$7.1K +15 +8%
CA
1911
Centerpoint Advisors
Massachusetts
$91K +$8.05K +17 +10%
WPWM
1912
Western Pacific Wealth Management
Illinois
$90.3K -$8.99K -19 -9%
AAG
1913
Armstrong Advisory Group
Massachusetts
$89.8K +$6.63K +14 +8%
CBT
1914
Crews Bank & Trust
Florida
$89.3K – – –
JWA
1915
JFS Wealth Advisors
Pennsylvania
$89.3K +$23.7K +50 +36%
BIA
1916
Bell Investment Advisors
California
$88.3K +$3.31K +7 +4%
EWM
1917
Evermay Wealth Management
Virginia
$87.9K -$11.8K -25 -12%
HCM
1918
Hollencrest Capital Management
California
$86.5K – – –
MFG
1919
Mendota Financial Group
Wisconsin
$84.5K – – –
AP
1920
Atwood & Palmer
Missouri
$84.1K – – –
CNBTD
1921
Citizens National Bank Trust Department
Mississippi
$83.6K – – –
BCM
1922
Boreal Capital Management
Florida
$79.8K -$63.4K -134 Closed
NFSG
1923
Newbridge Financial Services Group
Florida
$78K -$7.1K -15 -8%
ACM
1924
Aster Capital Management
United Arab Emirates
$77.4K -$4.84M -10,214 -98%
FFA
1925
Frazier Financial Advisors
Ohio
$77.2K +$18.5K +39 +31%
75 76
77
78 79