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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
4051
Flagship Private Wealth
Massachusetts
$834K -$11.9K -71 -1%
RI
4052
Ridgewood Investments
New Jersey
$830K +$270K +1,608 +51%
SSC
4053
Syverson Strege & Co
Iowa
$825K – – –
BFP
4054
Briaud Financial Planning
Texas
$819K +$91.5K +544 +13%
LL
4055
LPWM LLC
Minnesota
$815K -$26.6K -158 -3%
DTIM
4056
Danda Trouve Investment Management
Kansas
$812K -$18.5K -110 -2%
RBCM
4057
Raub Brock Capital Management
California
$811K +$70.6K +420 +10%
ACM
4058
Argyle Capital Management
Pennsylvania
$809K – – –
FFIC
4059
First Fiduciary Investment Counsel
Ohio
$808K – – –
HLOC
4060
H.L. Ormond & Company
North Carolina
$805K -$2.84M -16,864 -79%
ICM
4061
Intrepid Capital Management
Florida
$803K -$41.7K -248 -5%
TPWM
4062
Twelve Points Wealth Management
Massachusetts
$801K +$81.9K +487 +12%
FVCM
4063
F&V Capital Management
Florida
$796K -$141K -840 -16%
AWA
4064
Aquire Wealth Advisors
Utah
$796K -$11.4K -68 -1%
NW
4065
Naviter Wealth
Arkansas
$796K -$5.89K -35 -0.8%
HPA
4066
High Probability Advisors
New York
$795K +$78.9K +469 +11%
GP
4067
Geneva Partners
Wisconsin
$790K -$70.5K -419 -8%
HHRDM
4068
H&H Retirement Design & Management
Nevada
$779K – – –
HF
4069
Halpern Financial
Virginia
$777K -$25.4K -151 -3%
ARS
4070
Adirondack Retirement Specialists
New York
$770K -$336K -1,998 -45%
MWM
4071
McNaughton Wealth Management
California
$768K -$8.91K -53 -1%
PPWP
4072
Proquility Private Wealth Partners
Nevada
$767K -$425K -2,525 -32%
GC
4073
Gruss & Co
Florida
$761K -$841K -5,000 -53%
CWA
4074
Cornerstone Wealth Advisors
Minnesota
$761K -$27.4K -163 -4%
LODC
4075
Lanham O'Dell & Company
West Virginia
$758K +$336 +2 +0%
161 162
163
164 165