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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
SVB Wealth
Massachusetts
$236K +$219K +2,090 New
CFG
902
Cooper Financial Group
California
$235K +$218K +2,080 New
NAS
903
Nicolet Advisory Services
Wisconsin
$235K +$218K +2,080 New
FNC
904
First National Corp
Massachusetts
$234K – – –
ARG
905
Advisory Resource Group
Oklahoma
$234K +$2.1K +20 +1%
LCWP
906
Legacy Capital Wealth Partners
Arkansas
$233K +$216K +2,060 New
WA
907
Wealth Architects
California
$232K -$80.8K -770 -27%
CCM
908
Compass Capital Management
Minnesota
$226K – – –
GG
909
Gleason Group
Kentucky
$226K – – –
VCM
910
Vision Capital Management
Oregon
$226K – – –
ICM
911
Infini Capital Management
Hong Kong
$226K +$210K +2,000 New
IMF
912
Infini Master Fund
Hong Kong
$226K +$210K +2,000 New
KWP
913
Keystone Wealth Partners
Arizona
$226K +$210K +2,000 New
MCM
914
Maple Capital Management
Vermont
$226K +$210K +2,000 New
SAMT
915
Select Asset Management & Trust
Pennsylvania
$226K +$210K +2,000 New
SFBLI
916
Southern Farm Bureau Life Insurance
Mississippi
$226K +$210K +2,000 New
SSB
917
Sandy Spring Bank
Maryland
$225K +$4.2K +40 +2%
4WM
918
4J Wealth Management
Virginia
$225K +$209K +1,990 New
TW
919
Transform Wealth
Colorado
$224K -$43K -410 -17%
NFG
920
Nations Financial Group
Iowa
$224K -$31.5K -300 -13%
SBL
921
Sargent Bickham Lagudis
Colorado
$224K – – –
RC
922
RegentAtlantic Capital
New Jersey
$223K +$207K +1,970 New
AFM
923
Abbot Financial Management
Massachusetts
$222K – – –
DR
924
Davis Rea
Ontario, Canada
$219K +$204K +1,940 New
TFGT
925
TS Financial Group (TSFG)
Illinois
$217K -$36.7K -350 -15%
35 36
37
38 39