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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1951
High Note Wealth
Minnesota
$230K +$7.92K +77 +3%
DIP
1952
DT Investment Partners
Pennsylvania
$230K +$30.9K +300 +14%
MFC
1953
Mechanics Financial Corp
Ohio
$230K – – –
BWM
1954
BCGM Wealth Management
Indiana
$229K – – –
BAM
1955
Belpointe Asset Management
Nevada
$229K -$184K -1,792 -43%
TSW
1956
Thompson Siegel & Walmsley
Virginia
$229K +$3.09K +30 +1%
ACM
1957
Advance Capital Management
Michigan
$229K +$1.23K +12 +0.5%
GI
1958
Gradient Investments
Minnesota
$229K +$72.8K +708 +42%
RWI
1959
Red Wave Investments
Pennsylvania
$228K -$103 -1 -0%
HCM
1960
Hollencrest Capital Management
California
$227K -$525K -5,100 -68%
TC
1961
Truvestments Capital
Florida
$227K +$15.8K +154 +7%
SQA
1962
Simon Quick Advisors
New Jersey
$227K +$244K +2,374 New
3F
1963
360 Financial
Minnesota
$227K -$5.55K -54 -2%
AIA
1964
Arbor Investment Advisors
North Carolina
$227K +$411 +4 +0.2%
JC
1965
JB Capital
Connecticut
$227K +$309 +3 +0.1%
WAAG
1966
Wealth Alliance Advisory Group
Kansas
$227K -$17K -165 -7%
MFG
1967
MidWestOne Financial Group
Iowa
$226K -$12.9K -125 -5%
BWP
1968
Baldwin Wealth Partners
Massachusetts
$224K – – –
IP
1969
Ignite Planners
California
$224K -$11.7K -114 -5%
SWM
1970
Stockman Wealth Management
Montana
$224K +$9.26K +90 +4%
TI
1971
tru Independence
Oregon
$223K +$24.3K +236 +11%
CAM
1972
Cozad Asset Management
Illinois
$222K -$5.14K -50 -2%
CWM
1973
Cornerstone Wealth Management
Missouri
$222K +$37.8K +367 +19%
GA
1974
Goldstein Advisors
Wisconsin
$221K -$26.5K -258 -10%
GAM
1975
Gould Asset Management
California
$221K – – –
77 78
79
80 81