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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMU
676
Paragon Capital Management (Utah)
Utah
$855K -$23.4K -247 -3%
AI
677
AXS Investments
New York
$852K +$170K +1,800 +25%
CS
678
Capital Square
Tennessee
$851K +$851K +8,998 New
MWM
679
Moulton Wealth Management
Washington
$834K -$4.37M -46,207 -84%
FAG
680
Fortitude Advisory Group
Washington
$826K -$816K -8,632 -50%
ATPW
681
Ashton Thomas Private Wealth
Arizona
$800K +$145K +1,530 +22%
GWP
682
Gateway Wealth Partners
Wisconsin
$798K -$94.3K -997 -11%
AWM
683
Aprio Wealth Management
Georgia
$796K – – –
SAMC
684
Spectrum Asset Management (California)
California
$792K – – –
HNB
685
Hilltop National Bank
Wyoming
$785K +$785K +8,297 New
WAM
686
Wakefield Asset Management
Colorado
$785K +$21.9K +232 +3%
MSFS
687
Main Street Financial Solutions
Pennsylvania
$784K +$352K +3,721 +82%
GWP
688
Gen-Wealth Partners
Michigan
$774K +$773K +8,177 New
TPWA
689
Twin Peaks Wealth Advisors
California
$767K +$73.3K +775 +11%
RIG
690
RiverFront Investment Group
Virginia
$766K +$68.7K +726 +10%
EWA
691
EP Wealth Advisors
California
$765K -$1.6M -16,932 -68%
SAM
692
Strategy Asset Managers
California
$763K -$205K -2,172 -21%
PIMG
693
Patriot Investment Management Group
Tennessee
$761K – – –
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
$759K -$14.9K -158 -2%
BPA
695
Beacon Pointe Advisors
California
$755K +$110K +1,162 +17%
TWP
696
Tempus Wealth Planning
California
$751K +$214K +2,258 +40%
CSPIA
697
Cary Street Partners Investment Advisory
Virginia
$751K +$55.7K +589 +8%
CPW
698
Catalyst Private Wealth
California
$750K -$24.1K -255 -3%
RC
699
Rovin Capital
Arizona
$750K -$575K -6,084 -43%
SHGA
700
Sand Hill Global Advisors
California
$741K -$3.61M -38,187 -83%
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