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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1501
BetterWealth
California
$841K – – –
SA
1502
SWM Advisors
Florida
$838K +$118K +432 +13%
CAC
1503
Certified Advisory Corp
Florida
$838K +$164K +600 +19%
WDG
1504
Wealth Dimensions Group
Ohio
$837K +$347K +1,272 +52%
ACM
1505
Alpha Capital Management
Texas
$836K +$191K +699 +23%
CAM
1506
Concorde Asset Management
Michigan
$834K -$131K -480 -11%
LCC
1507
Lincoln Capital Corp
Rhode Island
$832K +$61.4K +225 +6%
GIP
1508
Granite Investment Partners
California
$832K +$1.01M +3,705 New
TA
1509
TrueWealth Advisors
Alabama
$825K +$102K +375 +11%
FP
1510
Financial Perspectives
Minnesota
$824K +$1.64K +6 +0.2%
ICP
1511
Interchange Capital Partners
Pennsylvania
$822K -$252K -924 -20%
TIM
1512
Thompson Investment Management
Wisconsin
$822K +$6.55K +24 +0.7%
WW
1513
Waterfront Wealth
Kansas
$822K +$8.19K +30 +0.8%
TAM
1514
Tocqueville Asset Management
New York
$820K +$11.5K +42 +1%
PO
1515
Private Ocean
California
$818K +$837K +3,066 +527%
LW
1516
Libra Wealth
California
$817K – – –
CWA
1517
Capital Wealth Alliance
Arizona
$816K +$102K +375 +12%
BWA
1518
Blodgett Wealth Advisors
California
$815K -$69.6K -255 -7%
CPIA
1519
Cornell Pochily Investment Advisors
New York
$814K -$20.5K -75 -2%
LS
1520
Leelyn Smith
Illinois
$813K +$600K +2,199 +154%
COI
1521
Connable Office Inc
Michigan
$808K – – –
FNBOH
1522
First National Bank of Hutchinson
Kansas
$807K +$164K +600 +20%
SOW
1523
State of Wyoming
Wyoming
$806K -$576K -2,112 -37%
TWM
1524
Tradition Wealth Management
Minnesota
$803K -$355K -1,302 -27%
AP
1525
Appleton Partners
Massachusetts
$802K +$36.9K +135 +4%
59 60
61
62 63