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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
3501
Gould Asset Management
California
$367K +$347K +873 New
BFG
3502
Birch Financial Group
New Hampshire
$366K -$7.95K -20 -2%
TL
3503
Tradewinds LLC
North Carolina
$366K +$874K +2,197 +333%
DA
3504
Dillon & Associates
Michigan
$366K +$1.99K +5 +0.6%
SFG
3505
Southern Financial Group
Alabama
$366K -$17.9K -45 -5%
OCA
3506
Odyssey Capital Advisors
Pennsylvania
$366K -$2.39K -6 -0.7%
BSB
3507
Bangor Savings Bank
Maine
$365K +$7.95K +20 +2%
GHA
3508
Granite Harbor Advisors
Texas
$364K -$4.77K -12 -1%
TC
3509
Town Capital
Maryland
$364K +$1.59K +4 +0.5%
LFWA
3510
LiftPoint Family Wealth Advisors
New Jersey
$364K +$127K +320 +59%
SMG
3511
Smart Money Group
Texas
$364K +$795 +2 +0.2%
CT
3512
Caldwell Trust
Florida
$363K -$179K -450 -34%
VWM
3513
Verus Wealth Management
Wisconsin
$363K – – –
KCM
3514
Kanawha Capital Management
Virginia
$363K +$17.5K +44 +5%
HP
3515
HT Partners
Connecticut
$362K -$11.1K -28 -3%
PFG
3516
Pinnacle Financial Group
Illinois
$361K -$9.15K -23 -3%
ATI
3517
ARK & TLK Investments
Oklahoma
$361K – – –
GCM
3518
Gunderson Capital Management
South Carolina
$360K +$340K +855 New
AA
3519
Alesco Advisors
New York
$359K +$8.35K +21 +3%
CC
3520
Cypress Capital
Tennessee
$358K -$16.3K -41 -5%
MWM
3521
MBE Wealth Management
Wisconsin
$358K +$1.19K +3 +0.4%
ST
3522
Sentinel Trust
Texas
$358K – – –
CWM
3523
Cahaba Wealth Management
Georgia
$358K -$23.5K -59 -6%
EA
3524
Enclave Advisors
Texas
$358K -$1.59K -4 -0.5%
MA
3525
MKT Advisors
California
$356K -$1.99K -5 -0.6%
139 140
141
142 143