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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3226
BankPlus Wealth Management
Mississippi
$392K +$63.8K +184 +26%
SNB
3227
Security National Bank
Nebraska
$392K -$10.8K -31 -3%
DIA
3228
Davidson Investment Advisors
Montana
$391K – – –
TFO
3229
Tarbox Family Office
California
$390K -$72.5K -209 -19%
MWM
3230
MBE Wealth Management
Wisconsin
$390K -$52.7K -152 -15%
GAAM
3231
Guinness Atkinson Asset Management
California
$389K – – –
AP
3232
Appleton Partners
Massachusetts
$389K +$49.6K +143 +20%
VWM
3233
Verus Wealth Management
Wisconsin
$388K +$3.81K +11 +1%
FA
3234
Financial Advisors
Massachusetts
$388K +$7.63K +22 +3%
GLR
3235
Great Lakes Retirement
Ohio
$388K -$6.24K -18 -2%
FNWM
3236
Financial Network Wealth Management
Utah
$388K +$303K +873 New
USWG
3237
U.S. Wealth Group
New York
$388K – – –
AIM
3238
Allen Investment Management
New York
$388K +$302K +872 New
CAG
3239
Compass Advisory Group
New York
$387K +$302K +871 New
AWM
3240
Altus Wealth Management
Kentucky
$387K +$17.3K +50 +6%
GHA
3241
Granite Harbor Advisors
Texas
$387K +$20.1K +58 +7%
MWML
3242
M Wealth Management LLC
California
$387K -$3.47K -10 -1%
LA
3243
Lynch & Associates
Indiana
$387K -$176K -508 -37%
AWMG
3244
Alliance Wealth Management Group
New Jersey
$387K +$302K +870 New
TI
3245
tru Independence
Oregon
$386K +$13.2K +38 +5%
SEM
3246
Suncoast Equity Management
Florida
$386K +$20.8K +60 +7%
HSWS
3247
Higgins & Schmidt Wealth Strategies
Colorado
$386K +$301K +869 New
BF
3248
Brooklyn FI
New York
$386K +$4.86K +14 +2%
SGI
3249
Swan Global Investments
Colorado
$386K +$301K +867 New
DA
3250
Dillon & Associates
Michigan
$385K +$7.28K +21 +2%
128 129
130
131 132