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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
2926
Global Strategic Investment Solutions
Arizona
$2.63M +$143K +1,208 +6%
PBC
2927
Pavion Blue Capital
California
$2.63M +$9.45K +80 +0.4%
TS
2928
Tamar Securities
California
$2.63M +$590K +4,998 +30%
TBWA
2929
Three Bridge Wealth Advisors
California
$2.63M – – –
CASB
2930
Cape Ann Savings Bank
Massachusetts
$2.63M +$938K +7,938 +58%
GJIA
2931
Glass Jacobson Investment Advisors
Maryland
$2.62M -$279K -2,361 -10%
LIM
2932
Lathrop Investment Management
Arkansas
$2.61M -$866K -7,328 -25%
BWG
2933
Beta Wealth Group
California
$2.61M +$1.19M +10,069 +88%
LWM
2934
Lodestone Wealth Management
Washington
$2.6M -$243K -2,059 -9%
HWM
2935
Hemington Wealth Management
Virginia
$2.6M +$209K +1,768 +10%
CWM
2936
Cherrydale Wealth Management
New Jersey
$2.6M +$14.9K +126 +0.6%
BM
2937
Brandywine Managers
Delaware
$2.6M -$1.68M -14,250 -40%
PG
2938
Proffitt & Goodson
Tennessee
$2.6M -$104K -883 -4%
CWP
2939
Core Wealth Partners
California
$2.59M +$174K +1,476 +7%
FFC
2940
First Financial Corp
Indiana
$2.59M -$500K -4,231 -17%
SFG
2941
Shum Financial Group
California
$2.58M +$2.18M +18,469 New
SM
2942
Sweeney & Michel
California
$2.58M +$470K +3,979 +27%
BWM
2943
Birchcreek Wealth Management
Ohio
$2.58M -$487K -4,123 -16%
RWPA
2944
Richard W. Paul & Associates
Michigan
$2.58M +$18.9K +160 +0.8%
FIB
2945
First Interstate Bank
Montana
$2.57M -$319K -2,698 -11%
HBW
2946
Hazlett, Burt & Watson
West Virginia
$2.57M -$630K -5,334 -20%
PCMU
2947
Paragon Capital Management (Utah)
Utah
$2.57M +$119K +1,005 +5%
AWA
2948
Aletheian Wealth Advisors
Washington
$2.57M -$3M -25,370 -55%
WSFG
2949
Wall Street Financial Group
Illinois
$2.56M +$414K +3,502 +20%
LWM
2950
LongView Wealth Management
Georgia
$2.56M +$246K +2,082 +11%
116 117
118
119 120