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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
4076
Trellis Wealth Advisors
California
$204K +$192K +484 New
HPIA
4077
Hamilton Point Investment Advisors
North Carolina
$204K +$192K +484 New
GC
4078
Granville Capital
North Carolina
$203K -$22.3K -56 -10%
MWA
4079
Madson Wealth Advisors
California
$203K +$192K +483 New
ATC
4080
Advantage Trust Company
Kansas
$202K +$191K +481 New
CCA
4081
Collaborative Capital Advisors
New York
$202K +$191K +481 New
CCM
4082
Crew Capital Management
Ohio
$202K +$191K +481 New
BDLIB
4083
Banque de Luxembourg Investments (BLI)
Luxembourg
$202K +$195K +490 New
T
4084
Tableaux
Massachusetts
$202K +$191K +480 New
AWA
4085
A4 Wealth Advisors
North Carolina
$201K +$191K +479 New
FWM
4086
FLP Wealth Management
Arkansas
$201K +$190K +477 New
WP
4087
WealthSpring Partners
California
$201K +$190K +477 New
DAM
4088
Delta Asset Management
Tennessee
$199K +$11.9K +30 +7%
BW
4089
Bravera Wealth
North Dakota
$196K – – –
CFM
4090
Cornerstone Financial Management
Massachusetts
$191K +$68.4K +172 +61%
KA
4091
Kozak & Associates
Colorado
$190K +$11.9K +30 +7%
KLWA
4092
Kelly Lawrence W & Associates
California
$189K – – –
MAFA
4093
MJT & Associates Financial Advisory
Minnesota
$188K – – –
PWMG
4094
Private Wealth Management Group
New Jersey
$185K – – –
TIM
4095
Thompson Investment Management
Wisconsin
$185K +$25.1K +63 +17%
SSA
4096
SSA Swiss Advisors
$184K +$174K +437 New
P
4097
Palladiem
Pennsylvania
$183K -$38.2K -96 -18%
WA
4098
Walsh & Associates
Florida
$180K +$74.4K +187 +77%
IWP
4099
IAG Wealth Partners
Wisconsin
$180K -$10.3K -26 -6%
CWM
4100
Cranbrook Wealth Management
Michigan
$180K – – –
162 163
164
165 166