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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
2501
AMG National Trust Bank
Colorado
$205K +$240K +1,272 New
EW
2502
Element Wealth
Mississippi
$204K – – –
LWM
2503
Lenox Wealth Management
Ohio
$204K +$28.1K +149 +13%
NCM
2504
Noesis Capital Mangement
Florida
$203K -$23.5K -125 -9%
PWM
2505
Paulson Wealth Management
Illinois
$203K -$34.3K -182 -13%
EMFAT
2506
Emerald Mutual Fund Advisers Trust
Pennsylvania
$203K – – –
PGA
2507
Portland Global Advisors
Maine
$201K -$125K -662 -35%
LI
2508
LVZ Inc
Michigan
$201K – – –
WBG
2509
Wharton Business Group
Pennsylvania
$201K – – –
TWM
2510
Titus Wealth Management
California
$201K +$13.2K +70 +6%
AFAS
2511
Acorn Financial Advisory Services
Virginia
$200K – – –
WQ
2512
Wealth Quarterback
New Jersey
$199K -$2.61M -13,862 -92%
FNBOSM
2513
First National Bank of South Miami
Florida
$189K -$3.96K -21 -2%
AW
2514
Avion Wealth
Texas
$188K -$61.6K -327 -22%
TFO
2515
Tarbox Family Office
California
$183K +$6.22K +33 +3%
GWMIA
2516
Global Wealth Management Investment Advisory
Florida
$183K +$26.4K +140 +14%
RP
2517
Rowlandmiller & Partners
Georgia
$181K -$11.3K -60 -5%
PP
2518
PrairieView Partners
Minnesota
$177K +$207K +1,100 New
LWM
2519
Liberty Wealth Management
California
$170K -$4.71K -25 -2%
AI
2520
ArchPoint Investors
Florida
$161K – – –
BCP
2521
Blue Chip Partners
Michigan
$160K -$15.6K -83 -8%
CS
2522
Capital Square
Tennessee
$155K -$20.7K -110 -10%
CWAF
2523
Core Wealth Advisors (Florida)
Florida
$149K +$174K +925 New
NCM
2524
Next Capital Management
New York
$148K +$172K +915 New
LFG
2525
Larson Financial Group
Missouri
$147K +$10.4K +55 +6%
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