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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1001
Lantz Financial
Illinois
$213K +$183K +2,652 New
FM
1002
Family Management
New York
$212K +$183K +2,651 New
KP
1003
Keel Point
Alabama
$212K +$183K +2,645 New
CA
1004
Calton & Associates
Florida
$210K +$181K +2,622 New
NWMG
1005
National Wealth Management Group
Ohio
$210K -$46.1K -668 -20%
BSTWA
1006
Blake Schutter Theil Wealth Advisors
Ohio
$209K +$180K +2,602 New
SBWIC
1007
Schaper Benz & Wise Investment Counsel
Wisconsin
$208K +$179K +2,590 New
MW
1008
MBL Wealth
North Carolina
$207K +$179K +2,586 New
WCM
1009
Washburn Capital Management
Florida
$207K -$87K -1,260 -33%
WE
1010
Wealth Effects
Massachusetts
$206K +$178K +2,575 New
AA
1011
Apriem Advisors
California
$205K +$177K +2,560 New
DFA
1012
Davies Financial Advisors
California
$204K +$176K +2,543 New
ZB
1013
Zions Bancorporation
Utah
$203K +$153K +2,211 +678%
T
1014
TrueFG
Texas
$201K +$173K +2,510 New
T
1015
Tidemark
California
$201K +$1.1K +16 +0.6%
LSAG
1016
Lake Street Advisors Group
New Hampshire
$201K +$173K +2,502 New
HFAS
1017
Hummer Financial Advisory Services
Illinois
$200K +$173K +2,500 New
MWM
1018
Mindset Wealth Management
Indiana
$200K +$173K +2,500 New
SAM
1019
SP Asset Management
California
$200K +$173K +2,500 New
UID
1020
Union Investments & Development
Israel
$200K +$173K +2,500 New
SC
1021
SouthState Corp
Florida
$192K – – –
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K -$20.7K -300 -11%
ADL
1023
Asset Dedication LLC
California
$186K -$6.22K -90 -4%
WTC
1024
WhitTier Trust Company
Nevada
$186K +$44K +637 +38%
BP
1025
BNP Paribas
France
$180K – – –
39 40
41
42 43