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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
4026
Viewpoint Capital Management
Washington
$3.55M -$58.1K -257 -2%
PCM
4027
Permanent Capital Management
Illinois
$3.55M +$3.15M +13,939 New
MTC
4028
Matrix Trust Company
Colorado
$3.55M -$44.7K -198 -1%
CAG
4029
Cypress Advisory Group
Arizona
$3.55M +$4.74K +21 +0.2%
RC
4030
Rexford Capital
Texas
$3.54M +$53.1K +235 +2%
STA
4031
Smith Thornton Advisors
Alabama
$3.54M +$88.6K +392 +3%
NIA
4032
NBZ Investment Advisors
Tennessee
$3.53M +$583K +2,581 +23%
FA
4033
Financial Alternatives
California
$3.53M +$161K +713 +5%
CAG
4034
Curtis Advisory Group
California
$3.53M +$291K +1,289 +10%
AWM
4035
Avondale Wealth Management
Texas
$3.53M -$40.7K -180 -1%
WG
4036
Warner Group
Connecticut
$3.52M +$3.13M +13,834 New
PBK
4037
Peoples Bank (Kansas)
Kansas
$3.52M -$1.54M -6,833 -33%
EW
4038
Entruity Wealth
California
$3.52M -$13.3K -59 -0.4%
SFS
4039
Solitude Financial Services
Virginia
$3.51M -$79.1K -350 -2%
AFGAS
4040
Allegiance Financial Group Advisory Services
Virginia
$3.51M -$160K -708 -5%
RF
4041
Roxbury Financial
New Jersey
$3.51M -$45.6K -202 -1%
PIA
4042
Powell Investment Advisors
Florida
$3.5M -$147K -651 -5%
PW
4043
Paladin Wealth
Minnesota
$3.5M -$127K -562 -4%
XPN
4044
XY Planning Network
Montana
$3.5M – – –
MA
4045
MKT Advisors
California
$3.49M +$25.3K +112 +0.8%
IC
4046
Inkwell Capital
Florida
$3.48M -$40.4K -179 -1%
CFGSD
4047
Compass Financial Group (South Dakota)
South Dakota
$3.48M -$120K -529 -4%
B
4048
Barings
North Carolina
$3.48M -$141K -626 -4%
GCM
4049
Graham Capital Management
Connecticut
$3.48M -$356K -1,574 -10%
CFO
4050
Capitol Family Office
Oregon
$3.48M – – –
160 161
162
163 164