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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2526
Integris Wealth Management
California
$231K +$220K +5,851 New
KAM
2527
KEB Asset Management
Illinois
$230K -$18.8K -500 -8%
SB
2528
Sunflower Bank
Texas
$230K -$19.8K -525 -8%
TCOK
2529
Trust Company of Kansas
Kansas
$230K – – –
CA
2530
Crewe Advisors
Utah
$229K +$56.1K +1,489 +34%
TIM
2531
Total Investment Management
Arizona
$229K -$7.35K -195 -3%
CWP
2532
Curated Wealth Partners
California
$228K +$218K +5,782 New
MPW
2533
MGO Private Wealth
California
$227K -$12.3K -326 -5%
NI
2534
Nepsis Inc
Minnesota
$226K -$3.41M -90,454 -94%
VWA
2535
VERITY Wealth Advisors
United States
$226K – – –
CBOR
2536
Community Bank of Raymore
Missouri
$225K -$7.54K -200 -3%
TFG
2537
Tilson Financial Group
New Jersey
$225K +$215K +5,704 New
KA
2538
Kercheville Advisors
Texas
$225K +$215K +5,708 New
JHP
2539
James Hambro & Partners
United Kingdom
$225K +$215K +5,707 New
HCC
2540
Hirtle Callaghan & Co
Pennsylvania
$225K -$1.9M -50,506 -90%
CP
2541
Castleview Partners
Texas
$224K +$4.79K +127 +2%
FA
2542
Fermata Advisors
California
$224K -$7.8K -207 -4%
AMM
2543
American Money Management
California
$223K -$14.7K -391 -6%
FC
2544
Financial Council
Maryland
$222K -$37.8K -1,003 -15%
CAGAS
2545
Capital Advisory Group Advisory Services
Minnesota
$222K -$34.4K -914 -14%
AI
2546
AXS Investments
New York
$222K -$85.3K -2,264 -29%
EE
2547
EWG Elevate
California
$222K +$212K +5,631 New
BMM
2548
Buffington Mohr McNeal
Idaho
$222K – – –
EW
2549
Element Wealth
Mississippi
$222K +$212K +5,625 New
SWP
2550
Summit Wealth Partners
Florida
$221K +$12.2K +324 +6%
100 101
102
103 104