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Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
4876
Idaho Trust Bank
Idaho
$575K -$6.15M -32,989 -92%
WFS
4877
Walker Financial Services
Kentucky
$575K -$17.5K -94 -3%
TA
4878
TKG Advisors
Indiana
$572K -$392K -2,100 -44%
MA
4879
MAS Advisors
Florida
$570K -$9.32K -50 -2%
AC
4880
AIFG Consultants
New York
$569K +$214K +1,150 +74%
PPW
4881
PACK Private Wealth
Minnesota
$569K +$22.6K +121 +5%
MB
4882
Mizuho Bank
Japan
$569K +$504K +2,700 New
FPCG
4883
Forum Private Client Group
Indiana
$566K -$2.61K -14 -0.5%
CPG
4884
Custom Portfolio Group
Colorado
$564K -$4.85K -26 -0.9%
CFS
4885
Cannon Financial Strategists
Georgia
$563K -$731K -3,920 -59%
CCM
4886
Cambridge Capital Management
Illinois
$563K -$11.9K -64 -2%
PTC
4887
Petrus Trust Company
Texas
$559K -$166K -888 -25%
LWIC
4888
Leith Wheeler Investment Counsel
British Columbia, Canada
$559K -$9.32K -50 -2%
SIA
4889
Stegner Investment Associates
Kentucky
$558K +$494K +2,647 New
CWA
4890
Continuum Wealth Advisors
New York
$552K -$57.1K -306 -10%
AAG
4891
Avalon Advisory Group
Pennsylvania
$552K -$35.6K -191 -7%
DIS
4892
Diversified Investment Strategies
Louisiana
$551K -$109K -585 -18%
HHRDM
4893
H&H Retirement Design & Management
Nevada
$549K -$6.71K -36 -1%
BCM
4894
Beddow Capital Management
Wyoming
$548K – – –
SWM
4895
Schwallier Wealth Management
Michigan
$546K -$9.7K -52 -2%
BFS
4896
Beacon Financial Strategies
North Carolina
$545K -$84.3K -452 -15%
LF
4897
LifePlan Financial
Minnesota
$542K +$480K +2,572 New
EFG
4898
Erickson Financial Group
Pennsylvania
$540K – – –
IPGDR
4899
Investidor Profissional Gestao de Recursos
Brazil
$540K +$478K +2,565 New
LFA
4900
LifeGuide Financial Advisors
Pennsylvania
$539K -$288K -1,546 -38%
194 195
196
197 198