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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3151
Ronit Capital
United Kingdom
$772K +$811K +4,700 New
SIC
3152
Samalin Investment Counsel
New York
$770K +$17.2K +100 +2%
VDI
3153
Vaughan David Investments
Illinois
$769K -$37.9K -220 -4%
JWBC
3154
John W. Brooker & Co
California
$769K -$10.3K -60 -1%
CIC
3155
Cutler Investment Counsel
Oregon
$769K +$807K +4,680 New
COCM
3156
Charter Oak Capital Management
New Hampshire
$765K +$10.3K +60 +1%
AAM
3157
American Asset Management
Florida
$762K -$58.6K -340 -7%
HCA
3158
Hyperion Capital Advisors
New York
$762K – – –
CWM
3159
Campbell Wealth Management
Virginia
$762K +$37.9K +220 +5%
FLA
3160
Financial Life Advisors
Texas
$759K -$37.9K -220 -5%
OWM
3161
Opes Wealth Management
California
$759K +$51.7K +300 +7%
SFG
3162
Sunburst Financial Group
Alabama
$757K +$44.8K +260 +6%
DWMG
3163
DB Wealth Management Group
California
$756K – – –
SA
3164
Shilanski & Associates
Alaska
$756K – – –
PPWM
3165
PFG Private Wealth Management
Florida
$752K +$10.3K +60 +1%
GFPC
3166
Global Financial Private Client
Florida
$750K -$103K -600 -12%
SCA
3167
St. Clair Advisors
Ohio
$746K +$62.1K +360 +9%
AAM
3168
Auxier Asset Management
Oregon
$742K – – –
OGF
3169
Orin Green Financial
California
$742K +$96.6K +560 +14%
BBW
3170
Blue Barn Wealth
Utah
$742K +$490K +2,840 +169%
UIA
3171
UBP Investment Advisors
Switzerland
$740K -$252K -1,460 -24%
PCFFS
3172
Pacific Center for Financial Services
California
$739K – – –
RRA
3173
Round Rock Advisors
Connecticut
$736K -$3.45K -20 -0.4%
PFM
3174
Peak Financial Management
Massachusetts
$734K -$62.1K -360 -7%
OWA
3175
Outlook Wealth Advisors
Texas
$733K -$6.9K -40 -0.9%
125 126
127
128 129