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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3001
HTLF Bank
Colorado
$715K -$22.3K -50 -3%
OFS
3002
OneAscent Financial Services
Alabama
$715K -$850K -1,905 -56%
GWA
3003
Geometric Wealth Advisors
District of Columbia
$715K – – –
HTIM
3004
Harbour Trust & Investment Management
Indiana
$714K +$892 +2 +0.1%
ITFISA
3005
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$714K +$684K +1,534 New
FWTB
3006
First Western Trust Bank
Colorado
$714K -$156K -349 -19%
OW
3007
Olistico Wealth
Oklahoma
$714K -$44.6K -100 -6%
MAM
3008
Madison Asset Management
Wisconsin
$713K -$8.7M -19,500 -93%
SL
3009
Salomon & Ludwin
Virginia
$712K – – –
CPL
3010
CAP Partners LLC
Tennessee
$712K +$7.14K +16 +1%
SL
3011
SFM LLC
New Hampshire
$710K -$32.6K -73 -5%
AFG
3012
Allegheny Financial Group
Pennsylvania
$709K +$3.12K +7 +0.5%
PWA
3013
Peterson Wealth Advisors
Utah
$708K -$4.91K -11 -0.7%
PFG
3014
PAX Financial Group
Texas
$707K +$103K +230 +19%
FP
3015
Fiduciary Planning
Florida
$704K +$239K +535 +59%
FC
3016
Financial Council
Maryland
$702K – – –
TDC
3017
Thompson Davis & Co
Virginia
$702K +$95.9K +215 +17%
GSIS
3018
Global Strategic Investment Solutions
Arizona
$699K +$38.8K +87 +6%
MAM
3019
McCarthy Asset Management
California
$698K – – –
LF
3020
Lee Financial
Texas
$698K +$11.2K +25 +2%
VWM
3021
Vivid Wealth Management
Iowa
$698K +$14.3K +32 +2%
SF
3022
SWP Financial
California
$698K – – –
BOM
3023
Bank of Marin
California
$698K +$446 +1 +0.1%
AT
3024
Arvest Trust
Oklahoma
$695K +$141K +316 +28%
PHIC
3025
Pine Haven Investment Counsel
Massachusetts
$694K -$159K -356 -20%
119 120
121
122 123