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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2851
Clark Wealth Partners
Illinois
$71.4K +$75.3K +1,786 New
CH
2852
Canton Hathaway
Rhode Island
$71K – – –
SC
2853
Swan Capital
Florida
$69.9K +$3.67K +87 +5%
CNBT
2854
Cornerstone National Bank & Trust
Illinois
$68.4K – – –
PCTC
2855
Perkins Coie Trust Company
Washington
$68.1K -$17.4K -412 -19%
RBC
2856
Roble Belko & Company
Pennsylvania
$68K +$70.7K +1,675 +6,700%
MSFP
2857
Mark Sheptoff Financial Planning
Connecticut
$67.1K -$21.1K -500 -23%
BFP
2858
Briaud Financial Planning
Texas
$67K – – –
BAM
2859
Bellevue Asset Management
Washington
$66.7K +$6.08K +144 +9%
TCM
2860
Tradewinds Capital Management
Washington
$66.1K – – –
VWA
2861
Valued Wealth Advisors
Utah
$64.2K +$5.78K +137 +9%
TIM
2862
Thompson Investment Management
Wisconsin
$63.3K – – –
MFG
2863
Mendota Financial Group
Wisconsin
$62.8K +$65.9K +1,561 +17,344%
CJL
2864
Cyrus J. Lawrence
New York
$62K – – –
TAM
2865
Tucker Asset Management
Colorado
$61.8K +$5.57K +132 +9%
TCG
2866
Transcendent Capital Group
Oklahoma
$61.5K +$591 +14 +0.9%
AT
2867
Avalon Trust
New Mexico
$60K -$8.44K -200 -12%
TF
2868
Tandem Financial
Colorado
$59.7K +$63K +1,493 New
FMP
2869
Financial Management Professionals
Texas
$58.3K +$3.5K +83 +6%
LIA
2870
Luken Investment Analytics
Tennessee
$56.5K – – –
GFPC
2871
Global Financial Private Client
Florida
$55.2K +$3.04K +72 +6%
MA
2872
Modus Advisors
Minnesota
$55K +$58K +1,375 New
SC
2873
Stephens Consulting
Michigan
$54.8K – – –
SO
2874
Sierra Ocean
California
$53.9K +$56.9K +1,348 New
PP
2875
PrairieView Partners
Minnesota
$53K -$19K -450 -25%
113 114
115
116 117