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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2151
StrongBox Wealth
Missouri
$223K +$2.37K +21 +1%
CWA
2152
Capital Wealth Alliance
Arizona
$223K +$3.04K +27 +1%
BCM
2153
Bienville Capital Management
New York
$222K – – –
IIA
2154
IPG Investment Advisors
California
$222K +$214K +1,895 New
FPCM
2155
Financial Partners Capital Management
New York
$221K – – –
RIM
2156
Regent Investment Management
Kentucky
$221K – – –
PCM
2157
Presidio Capital Management
California
$221K +$213K +1,891 New
TFS
2158
TrustCore Financial Services
Tennessee
$220K -$6.54K -58 -3%
VC
2159
Vestor Capital
Illinois
$219K -$28.2K -250 -12%
KIG
2160
Kowal Investment Group
Wisconsin
$219K +$20.4K +181 +11%
BONST
2161
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$211K +1,872 New
GAB
2162
German American Bancorp
Indiana
$218K -$13.9K -123 -6%
BHWM
2163
Beaird Harris Wealth Management
Texas
$217K +$209K +1,856 New
AWP
2164
Abacus Wealth Partners
California
$217K – – –
ICP
2165
Interchange Capital Partners
Pennsylvania
$216K -$1.1M -9,720 -84%
SWM
2166
Scissortail Wealth Management
Oklahoma
$216K +$208K +1,844 New
ETIA
2167
Epic Trust Investment Advisors
Washington
$216K +$208K +1,849 New
IHWM
2168
Iron Horse Wealth Management
Iowa
$214K – – –
GF
2169
Gries Financial
Ohio
$213K -$12.7K -113 -6%
I2I
2170
Insight 2811 Inc
Illinois
$213K +$205K +1,822 New
IDBONY
2171
Israel Discount Bank of New York
New York
$211K -$11.3K -100 -5%
CHAM
2172
Clear Harbor Asset Management
Connecticut
$210K +$202K +1,791 New
AWM
2173
Adams Wealth Management
Utah
$209K -$20.2K -179 -9%
MWM
2174
Mattern Wealth Management
Kansas
$209K -$13.3K -118 -6%
MFG
2175
Mission Financial Group
Nevada
$209K +$280K +2,480 New
85 86
87
88 89