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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1876
Spire Wealth Management
Virginia
$204K -$4.44M -44,820 -96%
PB
1877
Pinnacle Bancorp
Nebraska
$204K – – –
AFA
1878
Amicus Financial Advisors
Texas
$203K +$203K +2,047 New
BFF
1879
Byrne Financial Freedom
Massachusetts
$203K +$202K +2,045 New
MBT
1880
Montecito Bank & Trust
California
$203K -$91.1K -920 -31%
FFWM
1881
Future Financial Wealth Management
Ohio
$202K +$218K +2,201 New
PGWM
1882
Parisi Gray Wealth Management
New Jersey
$202K -$37.1K -375 -16%
MB
1883
MidFirst Bank
Oklahoma
$202K +$21.3K +215 +12%
SWA
1884
SFMG Wealth Advisors
Texas
$201K +$24.2K +244 +14%
CGPCS
1885
Capital Group Private Client Services
California
$201K -$8.55M -86,340 -98%
MW
1886
MBL Wealth
North Carolina
$201K +$200K +2,022 New
KWA
1887
Kellett Wealth Advisors
Ohio
$200K +$200K +2,019 New
GBT
1888
Grove Bank & Trust
Florida
$197K -$660K -6,662 -77%
AWM
1889
Ameliora Wealth Management
Switzerland
$195K +$124K +1,250 +176%
BDLIB
1890
Banque de Luxembourg Investments (BLI)
Luxembourg
$194K -$9.32M -94,165 -98%
SGFG
1891
Silver Grove Financial Group
New York
$190K +$152K +1,540 +411%
CT
1892
Coastline Trust
Rhode Island
$186K +$55.7K +563 +43%
DFA
1893
DHJJ Financial Advisors
Illinois
$184K – – –
GCS
1894
Gordian Capital (Singapore)
Singapore
$183K -$1.88K -19 -1%
TFA
1895
Transamerica Financial Advisors
Florida
$182K -$2.79M -28,196 -94%
OCM
1896
Orion Capital Management
California
$182K – – –
NMC
1897
Nine Masts Capital
Hong Kong
$181K +$181K +1,826 New
RBC
1898
Roble Belko & Company
Pennsylvania
$181K +$42.2K +426 +30%
TAP
1899
Tounjian Advisory Partners
Florida
$178K +$177K +1,790 New
IA
1900
IFG Advisory
Georgia
$172K +$171K +1,728 New
74 75
76
77 78