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Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
3176
Idaho Trust Bank
Idaho
$245K – – –
TL
3177
Tradewinds LLC
North Carolina
$245K +$5.79K +11 +2%
DWM
3178
DWR Wealth Management
California
$245K – – –
GWM
3179
GK Wealth Management
Nevada
$245K +$261K +495 New
NAMP
3180
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$244K – – –
SF
3181
SeedSafe Financial
Texas
$244K +$1.58K +3 +0.6%
EMC
3182
Everest Management Corp
California
$244K +$7.37K +14 +3%
BFS
3183
Burr Financial Services
California
$244K -$105K -200 -29%
BFA
3184
Beacon Financial Advisory
Ohio
$244K -$10K -19 -4%
CCT
3185
Chemung Canal Trust
New York
$243K -$12.6K -24 -5%
MHC
3186
Meyer Handelman Company
New York
$243K -$29.5K -56 -10%
1CP
3187
1015 Capital Partners
Pennsylvania
$243K -$14.2K -27 -5%
RYIA
3188
Roehl & Yi Investment Advisors
Oregon
$243K -$4.74K -9 -2%
HA
3189
Hofer & Associates
California
$243K +$16.3K +31 +7%
GF
3190
GGM Financials
Ohio
$242K – – –
VFP
3191
Vilga Financial Planning
New Jersey
$242K -$28.4K -54 -10%
PP
3192
Postrock Partners
Oregon
$242K – – –
AT
3193
Arlington Trust
Alabama
$242K +$63.7K +121 +33%
PWP
3194
Precedent Wealth Partners
Texas
$241K +$527 +1 +0.2%
TF
3195
Tenzing Financial
Virginia
$241K -$32.1K -61 -11%
B
3196
Bellecapital
Switzerland
$241K -$27.4K -52 -10%
CIA
3197
CCM Investment Advisers
South Carolina
$241K -$2.63K -5 -1%
CASB
3198
Cape Ann Savings Bank
Massachusetts
$240K +$52.7K +100 +26%
FZCM
3199
Flynn Zito Capital Management
New York
$240K – – –
TWM
3200
TSA Wealth Management
Texas
$238K +$51.6K +98 +26%
126 127
128
129 130