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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1651
BerganKDV Wealth Management
Minnesota
$757K -$2.53K -14 -0.3%
WA1
1652
Wimmer Associates 1
California
$757K +$97.6K +539 +13%
AAM
1653
American Asset Management
Florida
$756K -$193K -1,067 -19%
LFDLE
1654
La Financiere de L'Echiquier
France
$753K -$32M -176,804 -97%
SCM
1655
Southport Capital Management
Tennessee
$752K +$64.3K +355 +8%
CDH
1656
Charles D. Hyman
$750K +$31.9K +176 +4%
CAGAS
1657
Capital Advisory Group Advisory Services
Minnesota
$744K +$101K +557 +14%
KJHP
1658
K.J. Harrison & Partners
Ontario, Canada
$741K +$404K +2,230 +98%
DI
1659
Diligent Investors
California
$737K +$231K +1,275 +40%
BO
1660
BRR OpCo
Ohio
$734K -$109K -600 -12%
SG
1661
Somerset Group
Minnesota
$728K – – –
GCMG
1662
Gyroscope Capital Management Group
Florida
$728K +$7.6K +42 +0.9%
TL
1663
TrueWealth LLC
Georgia
$728K +$22.1K +122 +3%
DWM
1664
Dakota Wealth Management
Florida
$727K -$1.27M -7,001 -61%
ZB
1665
Zions Bancorporation
Utah
$727K -$1.05M -5,783 -57%
AWE
1666
Avidian Wealth Enterprises
Texas
$727K +$330K +1,821 +70%
TF
1667
Tompkins Financial
New York
$726K -$54.3K -300 -6%
PL
1668
Perpetual Ltd
Australia
$724K -$8.91M -49,200 -92%
GPC
1669
Glacier Peak Capital
Washington
$724K -$679K -3,750 -46%
LMIM
1670
Lockheed Martin Investment Management
Maryland
$724K – – –
RIA
1671
Regal Investment Advisors
Michigan
$724K +$388K +2,146 +95%
CH
1672
Canton Hathaway
Rhode Island
$723K +$796K +4,395 New
VWA
1673
V Wealth Advisors
Kansas
$722K -$2.11M -11,635 -73%
CAM
1674
CenterStar Asset Management
Illinois
$722K – – –
CIM
1675
CIM Investment Management
Pennsylvania
$722K +$795K +4,392 New
65 66
67
68 69