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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1801
N.E.W. Advisory Services
Wisconsin
$692K -$328K -1,297 -32%
PCMC
1802
Paragon Capital Management (Colorado)
Colorado
$692K – – –
SMG
1803
Spectrum Management Group
Indiana
$692K +$712K +2,821 +10,448%
CWS
1804
Cypress Wealth Services
California
$691K -$150K -594 -17%
HWA
1805
HCR Wealth Advisors
California
$689K -$28.8K -114 -4%
HAIM
1806
Hunter Associates Investment Management
Pennsylvania
$686K -$75.8K -300 -10%
BFO
1807
Biltmore Family Office
North Carolina
$686K -$6.31K -25 -0.9%
BO
1808
BRR OpCo
Ohio
$682K +$248K +982 +54%
WKWM
1809
Walter & Keenan Wealth Management
Indiana
$680K – – –
FNBOH
1810
First National Bank of Hutchinson
Kansas
$678K -$157K -622 -18%
TNA
1811
True North Advisors
Texas
$676K -$26.3K -104 -4%
QPWM
1812
Quadrant Private Wealth Management
Pennsylvania
$676K +$46.7K +185 +7%
DAM
1813
Doheny Asset Management
California
$676K +$253K +1,000 +56%
SC
1814
Shay Capital
New York
$676K +$702K +2,782 New
IP
1815
Investment Partners
Ohio
$668K +$391K +1,550 +129%
GDP
1816
Great Diamond Partners
Maine
$667K -$84.8K -336 -11%
FLPIM
1817
F.L. Putnam Investment Management
Massachusetts
$667K +$6.57K +26 +1%
MIG
1818
McGuire Investment Group
Rhode Island
$667K +$126K +500 +22%
NHC
1819
Nicholas Hoffman & Company
Georgia
$666K +$13.1K +52 +2%
KW
1820
KWB Wealth
California
$665K +$89.4K +354 +15%
ADIM
1821
Alpha DNA Investment Management
Maryland
$665K +$681K +2,698 +5,740%
MCM
1822
Marathon Capital Management
Maryland
$664K -$37.9K -150 -5%
MFP
1823
Meridian Financial Partners
Virginia
$663K -$163K -646 -20%
FNBSF
1824
First National Bank Sioux Falls
South Dakota
$661K – – –
MSAM
1825
Moloney Securities Asset Management
Missouri
$656K +$24.5K +97 +4%
71 72
73
74 75