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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
4126
BFI Infinity
Switzerland
$4.21M +$3.9M +13,648 +1,516%
LAM
4127
Lifestyle Asset Management
Texas
$4.21M +$67.2K +235 +2%
PCM
4128
Permanent Capital Management
Illinois
$4.21M +$19.2K +67 +0.5%
AWM
4129
Aberdeen Wealth Management
Illinois
$4.2M -$2.29M -7,994 -35%
CS
4130
Capital Square
Tennessee
$4.2M -$65.2K -228 -2%
KLCM
4131
KG&L Capital Management
Louisiana
$4.2M -$150K -524 -3%
JGUA
4132
John G. Ullman & Associates
New York
$4.2M +$44K +154 +1%
MWA
4133
MN Wealth Advisors
Kansas
$4.2M +$66.6K +233 +2%
KFP
4134
Kerr Financial Planning
California
$4.19M -$30.6K -107 -0.7%
MTC
4135
Matrix Trust Company
Colorado
$4.19M -$62.9K -220 -1%
CSF
4136
Capital Squared Financial
Maryland
$4.19M +$5.43K +19 +0.1%
LWIC
4137
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.18M -$103K -360 -2%
IWP
4138
Invenio Wealth Partners
Florida
$4.18M +$62.1K +217 +2%
OWG
4139
Oxford Wealth Group
Florida
$4.18M +$89.8K +314 +2%
BFA
4140
Buttonwood Financial Advisors
Maryland
$4.17M -$47.2K -165 -1%
SSWG
4141
Seven Springs Wealth Group
Tennessee
$4.16M +$108K +379 +3%
FCCM
4142
First City Capital Management
Georgia
$4.15M +$108K +378 +3%
OIC
4143
Orion Investment Company
Missouri
$4.15M – – –
PH
4144
Pinnacle Holdings
Oklahoma
$4.15M -$44.6K -156 -1%
DS
4145
DRW Securities
Illinois
$4.14M +$36.9K +129 +0.9%
BFAG
4146
Blackston Financial Advisory Group
Florida
$4.14M +$49.2K +172 +1%
LWPC
4147
Legacy Wealth Partners (Colorado)
Colorado
$4.13M -$263K -920 -6%
MAA
4148
Mraz Amerine & Associates
California
$4.13M -$74.1K -259 -2%
SIM
4149
Synergy Investment Management
Florida
$4.12M +$2.28M +7,959 +139%
TA
4150
Townsend & Associates
Colorado
$4.12M +$286 +1 +0%
164 165
166
167 168