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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1401
Montecito Bank & Trust
California
$322K – – –
GMFG
1402
Greater Midwest Financial Group
Minnesota
$322K +$321K +2,000 New
LF
1403
Lantz Financial
Illinois
$321K -$7.39K -46 -2%
RTC
1404
Real Talk Capital
Tennessee
$320K +$56.4K +351 +21%
BWP
1405
BSW Wealth Partners
Colorado
$318K +$9.96K +62 +3%
1SB
1406
1ST Source Bank
Indiana
$317K – – –
WAM
1407
Worth Asset Management
Texas
$317K -$3.05K -19 -1%
LWL
1408
Leo Wealth LLC
Texas
$316K -$2.25K -14 -0.7%
SEP
1409
Signature Equity Partners
Ohio
$315K +$314K +1,958 New
EWP
1410
E-Wealth Partners
Minnesota
$315K +$314K +1,957 New
WG
1411
Welch Group
Alabama
$315K +$314K +1,957 New
GSEP
1412
Golden State Equity Partners
California
$315K +$67.9K +423 +28%
HBS
1413
Howard Bailey Securities
Indiana
$314K -$9.79K -61 -3%
OCBCO
1414
Oversea-Chinese Banking Corp (OCBC)
Singapore
$314K -$7.23M -45,015 -96%
TFGT
1415
TS Financial Group (TSFG)
Illinois
$314K – – –
PGWM
1416
Pitti Group Wealth Management
New York
$314K -$25.7K -160 -8%
TCM
1417
TruNorth Capital Management
Michigan
$314K +$313K +1,950 New
SMA
1418
Seven Mile Advisory
New Jersey
$313K -$500K -3,116 -62%
STA
1419
Smith Thornton Advisors
Alabama
$312K -$963 -6 -0.3%
CFG
1420
CKW Financial Group
Hawaii
$311K – – –
WF
1421
Womack Financial
Texas
$311K – – –
IA
1422
IFG Advisory
Georgia
$310K +$18.8K +117 +6%
TWPM
1423
Total Wealth Planning & Management
Florida
$309K +$309K +1,922 New
VBA
1424
von Borstel & Associates
Oregon
$308K +$482 +3 +0.2%
DWP
1425
Daymark Wealth Partners
Ohio
$307K +$69.4K +432 +29%
55 56
57
58 59