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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3201
Warner Group
Connecticut
$400K +$312K +900 New
WCWM
3202
Willow Creek Wealth Management
California
$400K +$312K +900 New
WAM
3203
Winslow Asset Management
Ohio
$400K – – –
TLCM
3204
Twin Lakes Capital Management
California
$399K – – –
EAM
3205
Everstar Asset Management
North Carolina
$399K +$347 +1 +0.1%
OCFG
3206
O'Connor Financial Group
Illinois
$398K +$10.4K +30 +3%
EA
3207
Emerald Advisors
Washington
$398K -$65.9K -190 -18%
SMG
3208
Smart Money Group
Texas
$398K +$11.8K +34 +4%
PFT
3209
Providence First Trust
Arizona
$398K +$310K +895 New
CAM
3210
Costello Asset Management
Pennsylvania
$398K -$5.2K -15 -2%
BBL
3211
Beck Bode LLC
Massachusetts
$397K -$175K -504 -36%
DF
3212
Dunhill Financial
United Kingdom
$397K +$694 +2 +0.2%
HWM
3213
Heirloom Wealth Management
Colorado
$396K +$694 +2 +0.2%
BTIM
3214
BancFirst Trust & Investment Management
Oklahoma
$396K – – –
FI
3215
Financial Insights
Washington
$395K – – –
SWM
3216
Sculati Wealth Management
Michigan
$395K – – –
ACM
3217
Anfield Capital Management
California
$394K +$1.04K +3 +0.3%
WW
3218
Westshore Wealth
California
$394K – – –
HNB
3219
Hilltop National Bank
Wyoming
$394K +$7.63K +22 +3%
WPIC
3220
White Pine Investment Company
Michigan
$394K – – –
AWM
3221
Able Wealth Management
New Jersey
$394K +$307K +885 New
IPW
3222
Invictus Private Wealth
Colorado
$394K -$53.4K -154 -15%
BWM
3223
BankPlus Wealth Management
Mississippi
$392K +$63.8K +184 +26%
SNB
3224
Security National Bank
Nebraska
$392K -$10.8K -31 -3%
DIA
3225
Davidson Investment Advisors
Montana
$391K – – –
127 128
129
130 131