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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3076
Gambit Capital Management
Tennessee
$519K -$25.1K -61 -4%
LCC
3077
Lincoln Capital Corp
Rhode Island
$519K – – –
PCS
3078
Private Client Services
Kentucky
$518K +$33K +80 +6%
SNBOSD
3079
Security National Bank of So Dak
Iowa
$518K +$98.9K +240 +21%
RFN
3080
Redwood Financial Network
Ohio
$516K – – –
DWS
3081
Discipline Wealth Solutions
South Carolina
$516K +$72.9K +177 +15%
NDSI
3082
Newman Dignan & Sheerar Inc
Rhode Island
$516K +$73.7K +179 +15%
HCWM
3083
Hidden Cove Wealth Management
Washington
$516K +$26K +63 +5%
SWAG
3084
Spectrum Wealth Advisory Group
California
$515K +$9.47K +23 +2%
BFC
3085
Blue Fin Capital
Rhode Island
$515K – – –
MWA
3086
Medallion Wealth Advisors
Connecticut
$514K +$84K +204 +17%
4WM
3087
49 Wealth Management
Texas
$514K +$24.7K +60 +5%
TTWM
3088
TCV Trust & Wealth Management
Virginia
$514K +$22.2K +54 +4%
APW
3089
Axim Planning & Wealth
Ohio
$513K +$5.36K +13 +1%
CAM
3090
Columbia Asset Management
Michigan
$513K -$27.6K -67 -5%
MWP
3091
Meriwether Wealth & Planning
Louisiana
$513K +$76.2K +185 +15%
DI
3092
DAGCO Inc
Ohio
$513K +$98.9K +240 +21%
OC
3093
Optima Capital
Oregon
$512K -$12.4K -30 -2%
GFPC
3094
Global Financial Private Client
Florida
$511K +$52.3K +127 +10%
PW
3095
PUREfi Wealth
Massachusetts
$510K +$157K +382 +39%
TWA
3096
Tulsa Wealth Advisors
Oklahoma
$510K -$1.18M -2,874 -68%
CCG
3097
Catalina Capital Group
California
$510K +$30.5K +74 +6%
NPT
3098
Nixon Peabody Trust
Massachusetts
$510K +$63.4K +154 +13%
MGWM
3099
Marks Group Wealth Management
Minnesota
$508K -$59.7K -145 -10%
TF
3100
Tompkins Financial
New York
$507K – – –
122 123
124
125 126