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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3076
Oldfather Financial Services
Nebraska
$2.6M -$34.7K -236 -1%
TC
3077
Trilogy Capital
California
$2.59M -$23.6K -160 -0.9%
SAM
3078
Strategic Asset Management
Minnesota
$2.59M +$2.66M +18,101 New
DLHL
3079
Donald L. Hagan LLC
Florida
$2.58M +$6.48K +44 +0.2%
HIS
3080
Harvest Investment Services
Illinois
$2.57M -$67.7K -460 -2%
VAM
3081
Verity Asset Management
North Carolina
$2.57M -$786K -5,337 -23%
ASBI
3082
American State Bank (Iowa)
Iowa
$2.57M – – –
KOC
3083
Koss-Olinger Consulting
Florida
$2.57M -$187K -1,270 -7%
CCM
3084
Corsair Capital Management
New York
$2.57M -$4.27K -29 -0.2%
LK
3085
Lumbard & Kellner
New Hampshire
$2.55M -$284K -1,930 -10%
SFA
3086
Source Financial Advisors
New York
$2.54M +$114K +775 +5%
ACWM
3087
Adams Chetwood Wealth Management
North Carolina
$2.54M -$163K -1,107 -6%
CFG
3088
CKW Financial Group
Hawaii
$2.54M +$45.2K +307 +2%
TFA
3089
Tobias Financial Advisors
Florida
$2.53M +$101K +687 +4%
OWIM
3090
Old West Investment Management
California
$2.52M – – –
DSA
3091
Droms Strauss Advisors
Missouri
$2.52M +$87.2K +592 +3%
CPWM
3092
Cardinal Point Wealth Management
California
$2.51M +$358K +2,433 +16%
LWM
3093
Lionsbridge Wealth Management
Florida
$2.51M -$217K -1,475 -8%
NA
3094
Nottingham Advisors
New York
$2.51M – – –
VCP
3095
Vista Capital Partners
Oregon
$2.51M +$494K +3,358 +23%
AWM
3096
AllSquare Wealth Management
New York
$2.51M -$100K -680 -4%
MAM
3097
Marquette Asset Management
Minnesota
$2.5M +$5.01K +34 +0.2%
WJA
3098
Willis Johnson & Associates
Texas
$2.5M -$714K -4,850 -22%
FCM
3099
Firestone Capital Management
Florida
$2.49M – – –
FBT
3100
First Bank & Trust
South Dakota
$2.49M +$10.2K +69 +0.4%
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