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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
976
Connable Office Inc
Michigan
$2.54M – – –
XWM
977
Xcel Wealth Management
Florida
$2.53M +$318K +1,818 +17%
TVWM
978
Tower View Wealth Management
Wisconsin
$2.53M +$2.15M +12,306 +2,486%
GWSG
979
GPS Wealth Strategies Group
Colorado
$2.53M +$315K +1,804 +16%
GC
980
Gilbert & Cook
Iowa
$2.52M -$246K -1,410 -10%
FC
981
Fulcrum Capital
Washington
$2.52M +$192K +1,098 +9%
BA
982
Bristlecone Advisors
Washington
$2.52M +$340K +1,946 +18%
BIM
983
Bridges Investment Management
Nebraska
$2.52M +$328K +1,875 +17%
TWM
984
TriaGen Wealth Management
California
$2.51M +$31.8K +182 +1%
PWG
985
Portside Wealth Group
Utah
$2.51M +$179K +1,023 +9%
NG
986
Norden Group
Utah
$2.51M +$352K +2,015 +19%
WP
987
WealthPLAN Partners
Nebraska
$2.5M +$194K +1,109 +10%
MECA
988
Miller Equity Capital Advisors
Texas
$2.49M – – –
OIM
989
Oder Investment Management
California
$2.49M -$611K -3,497 -22%
AFT
990
Alpha Family Trust
California
$2.48M +$172K +985 +9%
GI
991
GLOBALT Investments
Georgia
$2.47M -$64.5K -369 -3%
SB
992
Simmons Bank
Arkansas
$2.46M +$113K +645 +5%
BB
993
Bell Bank
North Dakota
$2.45M +$931K +5,325 +76%
MME
994
Meag Munich Ergo
Germany
$2.45M -$322K -1,844 -13%
APWA
995
Atlas Private Wealth Advisors
New Jersey
$2.44M +$1.05M +5,996 +94%
GWANC
996
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.44M +$25.9K +148 +1%
SIM
997
Sentry Investment Management
Wisconsin
$2.44M -$538K -3,078 -20%
CCM
998
Conway Capital Management
California
$2.44M – – –
EFG
999
Everhart Financial Group
Ohio
$2.43M +$366K +2,094 +21%
SI
1000
Stonekeep Investments
New Mexico
$2.43M +$2.14M +12,269 New
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40
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